- 05 Jul 2022
- 3 Minutes to read
Working with records in the Gantt view
- Updated on 05 Jul 2022
- 3 Minutes to read
Adding new records
If you have creator/editor permissions on a base you can add a new record to your Gantt chart by clicking the "+ Add task" button at the top-left of the view. This will present the option to name the record and set a start and/or end date.
You can also click and drag in an empty space (anywhere without an existing record) to begin defining a date range for a new record. Once you release clicking, a window will appear to let you customize, save, and create the new record.
The record won't be created until you click the "Save" button.
To delete a record in the Gantt view you can right-click on the record you are wanting to delete and click "Delete record."
If you are wanting to delete several records at one time, then you can select multiple records and right-click off to the side. This will show an option to "Delete 'x' selected records."
Rescheduling individual records
To change the duration of a record, you can lengthen or shorten a record by clicking and dragging on it's left or right edges.
You can also adjust the dates that a record begins and ends (without changing its duration) by clicking and dragging the bar earlier or later on the timeline.
If needed you can press the Esc key while dragging to cancel, returning your record to its original date before you started dragging.
Rescheduling multiple records
Similar to rescheduling a single record, you can also select multiple records at time to adjust their start and end dates.
Additionally, if you have record grouping enabled in a Gantt view, collapsed record groups can now be dragged and the record items will update within it.
Multiple records can also be selected with the keyboard shortcut cmd+click (Mac) or ctrl+click (Windows).
Creating a dependency on the chart
If you've selected a self-linking linked record field to serve as a dependency field for your Gantt view, you can make dependencies directly within the Gantt chart interface. When you move your mouse over a record, a white circle will appear. Click and drag this white circle to another record to create a dependency arrow.
As you create dependency arrows, links will be created in whichever field you designated as your dependency field.
TIPWant to learn more about dependencies? View the article Gantt view milestones, dependencies, and critical paths.
Slack and cascading dependencies
Adjusting a record can affect other records that have been linked to it as successors or predecessors. For instance, if you change the end date of a predecessor to end later than the start date of any of its successors, the start dates of those successors will change automatically.
When you drag a record to reschedule it, slack or "lag time" between the records will be consumed before any predecessor or successor record dates get changed. As an example, if there are 5 days between a record's end date and its successor's start date, you can move the first record forward 5 days, and the successor's start date won't change. But if you push it forward by more than 5 days, the successor's start date will get pushed forward so that it starts on the next day following its predecessor's new end date.
If you want to adjust the duration or dates of a record without affecting any dependent records, press and hold the
Shift key while making changes.
Fix invalid dependencies
When an individual task is dependent upon another task's completion, you can click the "Fix invalid dependencies" button in the side menu to fix any conflicting dates.
Clicking this button will always preserve the date range (start and end date) of the selected task, and only move tasks that are successors or predecessors of this task. For example, if you click this button in the predecessor's record, then it will push the start date of invalid successors to be after the end date of the predecessor. Alternatively, if you click the successor's record and fix the dependency, then it will keep the current dates of the successor record and push the end date of any predecessor records to the day before the successor's start date. The length of a task (number of days or workdays depending on settings) will always be preserved for all tasks.
Find a record
If you're working with a large amount of records, you may want to quickly find a single record to view its details. Start by clicking the "Find a record" button in the top-left of the view.
Then, you can either visually browse through the records included in the chart or type a few letters to quickly search for a specific record.
Learn more about the Gantt
|How to add and configure the Gantt view|
|Gantt view milestones, dependencies, and critical paths|
|Customize the appurtenance of the Gantt view|
|Working with records in the Gantt view|
|Exporting and printing the Gantt view|