Once you've set up your Gantt block, you can customize how you want to see the information in the block and edit information in your records directly using the Gantt block.
Click the Today button to jump to the current date.
You can change the date range on the horizontal axis by clicking the dropdown menu to the left of the Today button. You can choose from a week, 2 weeks, a month, a quarter, a year, or 5 years. The arrows let you shift your view backward or forward by the currently selected date range.
You can scroll left and right using the scroll bar toward the bottom of the block, and scroll up and down using the scroll bar to the right of the chart.
Calendar dates are indicated by vertical lines on the chart. Today's date is indicated by a thick blue vertical line. Thin gray lines indicate the end of one month and the beginning of another month. Weekends appear as slightly darker gray vertical slices on the chart when the date range is a month, 2 weeks, or a week.
You can add a new record to your Gantt chart using the add record button at the bottom of the block (which resembles a big circle with a + in it). This will automatically add a new record to the chart and expand the new record so you can fill in the details.
To change the duration of a record, you can lengthen or shorten a record by clicking and dragging on its left or right edges. You can 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.
You can press the Esc key while dragging to cancel, returning your record to its original date before you started dragging.
If you've selected a self-linking linked record field to serve as a dependency field for your Gantt block, 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.
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 key while making changes.