Once you've set up your Gantt app, you can customize how you want to see the information in the app and edit information in your records directly using the Gantt app.
IN THIS ARTICLEAdding new records
Slack and cascading dependencies
Find a record
You can add a new record to your Gantt chart by clicking the "+ Add task" button at the top-left of the app. This will present the option to name the record and set a start and/or end date.
The record won't be created until you click the "Save" button.
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 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.
If you've selected a self-linking linked record field to serve as a dependency field for your Gantt app, 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 app milestones, dependencies, and critical paths.
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.
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 app.
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 Gantt
- How to add and configure the Gantt app
- Gantt app milestones, dependencies, and critical paths
- Customize the appearance of the Gantt app
- Working with records in the Gantt app THIS ARTICLE
- Exporting and printing the Gantt app