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Gantt Chart Snapshot

Regular and External Users on all paid accounts can create Gantt Chart snapshots.

⏱ 3.5 min read

Overview

Gantt Chart Snapshots create a static record of what the Gantt Chart looks like at that moment for a folder or project. When you create a Snapshot, a link is generated and saved in Wrike. Sharing the link to a Gantt Chart Snapshot allows others to view a project’s current timeline.

Snapshots show the folder's or project’s:

  • Subtasks and tasks (only those with scheduled dates appear on the timeline portion of the Snapshot). The Snapshot automatically includes the tasks' titles, statuses, scheduled dates, and dependencies, and you have the option to include task assignees on the Snapshot as well.
  • Any subfolders or subprojects (and their tasks) in the folder or project.

From a Snapshot you can:

  • Expand and collapse folders, projects, and tasks with subtasks.
  • Scroll through the timeline to see past and future tasks with scheduled dates.
  • Scroll through the table to see all tasks that appear there.

Please note, you cannot click on a task and access the Task View from a Gantt Chart Snapshot shared via link.

Important Information

  • Anyone with a link to a Gantt Chart Snapshot (even if they aren’t Wrike users) can use the link to view the associated Snapshot.
  • If you have a link to a Gantt Chart Snapshot, then you are able to see the Snapshot, even if the folder or project is not shared with you.
  • Snapshots are static, they don’t update as changes are made in Wrike.
  • The Activity Streams on folder and project info panels document when a user creates a Gantt Chart Snapshot.
  • Only subtasks and tasks which match applied filters appear on Gantt Chart Snapshots.
  • Collaborators cannot create Snapshots.

Create a Gantt Chart Snapshot

There are two possible options to create Gantt Chart Snapshots:

  • From current state - the Snapshot will show the current state of the folder or project.
  • From project history - the created Snapshot will show the folder or project state as at the chosen date.

To create a current state Snapshot:

  1. Select a folder or project from the folder tree.
  2. Switch to the Gantt Chart.
  3. Click “Snapshots” from near the top of the view.
  4. Select the “From current state” option.
  5. Enter a name for the Snapshot.
  6. Check (or uncheck) the boxes for the following options as needed:
    • Share via link
    • Show assignees names
  7. Click “Add”.

To create a Snapshot for a particular date:

  1. Select a folder or project from the folder tree.
  2. Switch to the Gantt Chart.
  3. Click “Snapshots” at the top of the view.
  4. Select the “From project history” option.
  5. Next:
    • Select a date for the Snapshot.
    • Enter a name for the Snapshot.
    • Check (or uncheck) the boxes for “Share via link” and “Show assignees names”, as necessary.
  6. Click “Add”.

A Gantt Chart Snapshot is created.

If you checked the “Share via link” box, a shareable link is generated which you (or others) can use to view your Snapshot.

View Snapshots

  1. Select a folder or project from the folder tree.
  2. Switch to the Gantt Chart.
  3. Click “Snapshots” from near the top of the view.
  4. You’ll see a list with the titles of that folder or project's previous Snapshots. If no Snapshots had been created, then you will only see the option to create a new Snapshot.
  5. Click on the Snapshot with which you want to compare your current project's schedule.

Original task dates are represented:

  • On the timeline: As narrow, dark gray bars.
  • On the table: As "Baseline Start" and "Baseline Due" columns.

Note that you have to make the “Baseline Start” and “Baseline Due” columns visible first:

  1. Click the gear icon on the table portion of Gantt Chart.
  2. Check the boxes near “Baseline Start” and “Baseline Due” columns.
  3. Click anywhere outside the window to apply the changes.

Edit a Snapshot

  1. Select a folder or project from the folder tree.
  2. Switch to the Gantt Chart.
  3. Click “Snapshots” from near the top of the view.
  4. You’ll see a list with the titles of that folder or project's previous Snapshots. If no Snapshots had been created, then you’ll only see the option to create a new Snapshot.
  5. Hover over the Snapshot you want to edit and click the three-dot menu.
  6. Select the “Edit” option from the list.
  7. From here you can:
    • Rename a Snapshot.
    • Show or hide assignees’ name from a Snapshot.
    • Enable or disable the option to share the Snapshot via link.
  8. Click “Save” once you make the necessary changes.

Copy a Snapshot Link

You can share the link for a Snapshot with others (even with people outside of your Wrike account). 

  1. Select a folder or project from the folder tree.
  2. Switch to the Gantt Chart.
  3. Click “Snapshots” from near the top of the view.
  4. You’ll see a list with the titles of that folder or project's previous Snapshots. If no Snapshots had been created, then you’ll only see the option to create a new Snapshot.
  5. Hover over the Snapshot whose link you want to copy and click the three-dot menu icon.
  6. Select the “Copy sharing link” option.

The link is copied to the clipboard - share it with those who you want to see the Snapshot.

To open the Snapshot in a separate tab:

  1. Hover over the Snapshot you want to open in a separate tab.
  2. Click the three-dot menu.
  3. Select the “Open in new tab” option.

Note! It’s important to enable the “Share via link” option so that you can open the Snapshot in a new tab and share it with others.

Account admins can disable the ability to share Snapshots external links with users those outside of your Wrike accounts.

  1. Click on your profile picture in the upper-right corner of the workspace.
  2. Select "Settings" from the dropdown.
  3. In the left-hand navigation panel select "Settings" (or "Security", if you are on Enterprise).
  4. Scroll to the "External sharing policy" section.
  5. Uncheck the box next to the "Allow share snapshots via link for external users".
  6. Click "Save changes".

Delete a Snapshot

  1. Select a folder or project from the folder tree.
  2. Switch to the Gantt Chart.
  3. Click “Snapshots” from near the top of the view.
  4. You’ll see a list with the titles of that folder or project's previous Snapshots. If no Snapshots had been created, then you’ll only see the option to create a new Snapshot.
  5. Hover over the Snapshot you want to delete and click the three-dot menu.
  6. Select the “Delete” option from the list.

You’ll be asked to confirm your decision. Once you do, the Snapshot disappears from the list and anyone with the link is no longer be able to view the Snapshot.

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