Gantt Chart

All Your Organizations in One Smart Dashboard

A Gantt Chart is a horizontal bar chart used in Project Management to provide a graphical illustration of scheduled tasks and milestones in detail. Gantt Chart helps you to plan, coordinate, and track specific tasks in a Project.

With the help of Gantt charts, you can:

Know what’s going on in your projects
Avoid resource overload
Measure the progress of projects
See overlapping activities and task dependencies
Experience more clarity and transparency
Practice better time management
Work with remote team members and motivate them

Visual timeline

Tasks and milestones as bars on a calendar see duration, overlap and dependencies at a glance.

Business days view

Option to show only business hours weekends and holidays hidden for realistic scheduling.

Print & export

Add tasks from the chart, edit inline, filter by status or user, and export PDF for stakeholders.

Accessing the Gantt view

Open the chart from Projects

The Gantt Chart lives inside the Projects module one visual workspace per project.

Log in to your CRM account.
Click the Main Menu icon.
Go to the Projects tab and open the Projects module.
Select a project in List View.
Click the Gantt View button on the right side of Summary View.

The chart shows tasks and milestones with assignees. Milestones and related tasks appear as bunches multiple milestone groups can exist on a single Gantt chart.

Gantt chart view

Project 01 — Migration timeline

View task names, dates, and duration beside a July–August timeline. Use toolbar actions to add tasks, zoom, print/export PDF, filter by date range, status, and assigned user.

Chart tab active with Project Tasks, Milestones, Documents, and related modules.
Drag bars to change start/end dates; slide edges to expand duration.
Status legend and Info callout for chart interaction tips.

Actions Possible in the Gantt Chart

Add tasks, milestones, and filter the timeline

Along with viewing your projects’ details and progress, you can also do other actions in the Gantt chart. You can add tasks, or milestones, print the Gantt chart, etc.

Adding a Task

Did you suddenly plan a task while viewing the chart? You can create the task and assign it to your team with just a click. All you have to do is click the +Add Task button on the top of the view, enter the necessary information, and click Save.

Editing a Task

You have the option to edit a task from the Gantt Chart View. Clicking on the Edit icon for a record opens the edit screen, which displays the quick-create fields for that record.

Adding a Milestone

You can also create a project milestone from the Gantt chart. Click the +Add Project Milestone button on the top of the view, enter the necessary details, and click Save.

Business Days View in Gantt Chart for Task Management

You can add Business Days to the Gantt Chart feature by selecting View from the drop-down to manage your tasks.
Selecting this will display only the business hours in the Gantt Chart. Holidays and weekends won’t be displayed in the Gantt Chart.
You cannot schedule or move tasks via the Gantt Chart for weekends, holidays, and non-business hours. This option is available only for Tasks.
For example, if a task starts on a Monday and ends on a Friday, but for some reason, you want to push the end date by a day, you will able to move the task only to the next Monday.

Quick Create Project Task

Add a task while viewing the chart

Click Add Project Task from the Gantt toolbar to open the quick-create dialog link to the project, assign an owner, set status and dates, then Save.

Benefits of Gantt Chart

Better Project Visibility

Gain a clear overview of tasks, timelines, and progress in one visual chart.

Efficient Resource Planning

Manage dependencies and deadlines to optimize workload distribution.

On-Time Delivery

Track progress in real-time to prevent delays and keep projects on schedule.