Tasks on the Gantt Chart
The Gantt chart is made up of two parts: a table on the left and a timeline on the right. The table portion shows a list of tasks and their attributes.
The timeline portion shows:
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Scheduled tasks are represented by bars 1 that extend from a task's start date to its end date.
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Backlogged tasks with scheduled subtasks are represented by bars with striped diagonal lines 2, which extend from the earliest subtask’s start date to the latest subtask’s end date.
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All other backlogged tasks are represented with a calendar icon 3.
From the Gantt chart you can:
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Reschedule tasks and change their duration.
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Change assignees and tasks attributes.
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Change task location.
From the table:
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Navigate to a space that contains relevant tasks you want to open.
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Click on the tasks's title to open its item view.
From the timeline:
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Click on the taskbar 1 you want to open in the timeline portion of the chart.
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Click on the task’s title 2 in the pop-up that appears.
The task opens in the overlay as an item view. Alternatively, you can double-click the taskbar on the timeline to open the task.
From the table:
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Double-click a cell in the table and enter the new or updated information. Edit task title, assignee, status, start and end dates, and custom fields.
From the timeline:
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Click a taskbar in the timeline.
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Click the task’s title in the pop-up that appears.
An overlay of the Item View or Item View opens where you can edit task details. Close the task overlay to return to the Gantt chart.
Notice
Previously, while assigning a task from the table section of the Gantt chart, users were shown a list of all account users in the assignee picker, irrespective of their sharing permissions. However, the process has been updated. Now, if a user doesn't have permissions to share the task, the assignee picker will display only those users who have access to the task (or its parent item).
To change a task's position in the task hierarchy (subtask of a task, subtask of a subtask, etc.):
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Navigate to the table portion of the Gantt chart.
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Click the row of the task with a position you want to change. The row's colour will become grey.
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Right-click anywhere in the row. From here you can:
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Indent – move the task one level deeper in the task hierarchy (i.e., convert a task to a subtask).
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Outdent – move the task one level up in the task hierarchy (i.e., convert a subtask into a task).
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Alternatively, you can drag and drop tasks to convert them into subtasks or to change their location within one view. To do so, click and hold the number to the left of the task name in the table. Drag and drop it to a different task (to make it a subtask), to a parent folder/project (to make it a task if it's a subtask), or to a different folder/project to change the location.
Tip
Use Gantt Chart Keyboard Shortcuts to indent/outdent tasks.
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Locate the task with a duration you want to change on the timeline.
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Hover over the taskbar’s left or right side so that your mouse turns into an arrow.
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Click and drag the bar to the left or right to shorten or extend the task’s duration.
Alternatively, you can change it from the table by changing the number in the duration cell.
Tip
If you aren't able to see the Duration custom field in the table portion, click the gear icon 1 1 in the table’s upper-left corner and check the box next to Duration 2 to add it as a custom field.
From the timeline:
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Click on the relevant taskbar 1 you want to delete.
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From the menu appeared, click the three-dot menu button 2 and select Delete task 3.
From the table:
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Right-click the row with the task you want to delete.
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Select Delete.
To add any standard subtask or any task-based subitem:
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Navigate to the table portion of the Gantt chart.
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Right-click on a task where you want to create or add as a subitem and select Add subitem 1 .
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From the menu, you can:
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Use Search field 2 to add any available task-based subitem.
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Create a new standard subtask by selecting the task field 3.
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Use the custom item-types created from the list to add as a subitem 4 .
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