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    How to add and configure the Gantt view
    • 25 Oct 2024
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    Contenido

    How to add and configure the Gantt view

    • Actualizado en 25 Oct 2024
    • 5 Minutos para leer
    • Impresión
    • Oscuro
      Ligero
    • PDF
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    Resumen del artículo

    Plan availability

    All paid plans

    Permissions

    • Owners/Creators - Can create, delete, modify, lock/unlock, and print views

    • Editors - Can create, delete, modify, and print views

    • Commentors - Can create, delete, and modify their own personal views

    Platform(s)

    Web/Browser, Mac app, and Windows app

    What is a Gantt view?

    A Gantt chart is a type of horizontal bar chart that uses bars to visualize a schedule of certain activities (tasks, projects, events, resource expenditures, etc.) over time. The length and position of each bar shows the start date, end date, and duration of each activity, and the bars are stacked into rows in such a way that you can easily see at a glance which activities overlap and for how long.

    • With the Gantt view in Airtable, you can visualize a schedule of related activities over time — like tasks, projects, or events — on a Gantt chart. You can use it for project management, production timelines, or resource management.

    • In many cases, a project plan or schedule will require that activities be performed in a certain order (for example, a particular contract needs to be signed before construction can begin). A Gantt chart will let you visualize how different activities depend on each other with arrows (called dependencies) connecting the different bars.

    Adding and configuring a Gantt view

    The steps below cover the initial creation of a Gantt view. There are additional date visibility configuration options that you can adjust after following these steps covered in this section.

    Adding a Gantt view

    To add a Gantt view, click on the "View" button near the top-left hand corner of your base. Then select "Gantt" from the list of available view types. Check out this support article for more information on creating new views.

    new_gantt_view

    The Gantt view will be created, after which you can configure your data to display in the chart.

    Configure date settings

    The first group of settings you can configure are data settings, which includes the table and view you want to use for displaying records, and the start and end date fields needed to use the Gantt view. We'll try to automatically fill in these settings for you during the installation, but you may want to adjust them yourself to make sure they reflect the data you want to use.

    The "Start date field" and "End date field" are used to define the duration for each record when it's displayed in the Gantt view.

    Choose a dependency field (Optional)

    Setting up dependencies allows you to create relationships between one record an another. In Airtable, you will use linked records to create this relationship by choosing a linked record field or creating a new one.

    Once you’ve chosen a linked record field, you’ll configure whether the relationship between the records is a predecessor or successor relationship.

    Lastly, you can choose whether to highlight the critical path.

    For a more in-depth discussion of dependencies in Gantt views, consult this article.

    Enable milestones (Optional)

    Toggle on the “Use milestones” setting to treat records with only an end date as milestones. For a more in-depth discussion of milestones in Gantt views, consult this article.

    Understanding how dates work in Gantt views

    Timestamps

    The Gantt view does not account for any timestamps associated with the date fields. If the date fields you're using both have timestamps, the start and end date fields must be set to the same timezone. For example, if you have the Use the same time zone (GMT) for all collaborators option toggled on in the start date field, you must also have it toggled on in the end date field. If only one of the date fields has an associated time, that date field will need to have the Use the same time zone (GMT) for all collaborators option toggled on.

    Computed fields

    Instead of using date fields, you can also use computed fields that output date values. However, if you use computed fields, you will not be able to manually adjust the start or end dates for your records by dragging the records on the Gantt chart.

    Using the same date field for start and end date

    You can use the same field for both the start date and the end date if you'd like. Doing this will cause every record on the Gantt chart to appear as a bar with a duration of one day.

    End dates

    In the Gantt view, end dates are considered to be inclusive. For example, if your start date for a record is January 1 and your end date is January 3, the record will appear as three days long (spanning from the beginning of January 1 to the end of January 3).

    Customizing the appearance

    There are a couple of appearance options that you'll need to customize while configuring your Gantt view settings for the first time, including row height and the label field. You can find more information about Gantt view filtering, grouping, record coloring, and more in this support article.

    Row height

    You can set the row height to either Medium (the default) or Short, which allows for greater information density. This setting is the second option under "Appearance" in the Gantt view settings.

    row_height

    Keep in mind that this is a global setting that is shared across all users, so switching this view setting will change it for all collaborators.

    Label

    The "Label field" option allows you to choose which field to use as the display name for each record in the view.

    label

    Printing or downloading Gantt views

    Interacting with the Gantt view is a powerful way to manage records. Sometimes it's also helpful to print or download a Gantt chart to view it offline. To download your Gantt chart as a PDF, click the "Export PDF" button:

    1 Note that the Gantt view must show at least one record for the PDF download button to appear.

    Once you've exported the PDF, it'll appear in the default downloads folder designated by your internet browser or in the preferences for the Airtable desktop app. You can then open this PDF (using your preferred PDF reader application) and print it.

    Note

    When exporting a Gantt view, remember that the view you are working in may contain many days, weeks, months, or years worth of records. To constrain the exported Gantt view to a more specific range we recommend duplicating the view and adding filters to constrain the date range of the records shown in the view before exporting.

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