Setting up gantt charts

Visualise task timelines directly in a project task list.

Where to find it: List view → Customize → Columns Who can access it: Anyone who can customize a task list

A Gantt chart turns a date column into a timeline. Each task appears as a horizontal bar, so you can see duration, sequence, and overlap at a glance.

Use it when a due date alone does not show the full plan. It works well for onboarding plans, renewals, and other multi-step customer work.

Before you start

You need date fields for the task timeline:

• A start date field

• An end date field

• Or one date field, if tasks only need a single point in time

Add these fields to the task bar header. This makes them available in the column configuration.

Set up a Gantt chart

1. Open a customer and select the relevant project.

2. Open the Tasks tab and select List view.

3. Click Customize in the top-right corner.

4. Select Columns.

5. Find the date column and click Customize.

6. Set Display type to Gantt.

7. Select the start and end fields for the timeline.

Configure the timeline

Setting	What it controls
Column type	How the timeline is divided, such as one column per week. Use Week for most sprints.
Time range	How many periods the timeline shows. Match this to your planning horizon.
Graph start	How far back the timeline begins. Include recently completed tasks when context matters.
Cell size	The width of each timeline column. Use smaller cells to show more time. Use larger cells for easier scanning.
Start field	The custom date field that defines when the bar starts.
End field	The custom date field that defines when the bar ends.

If you track only one date, select the same field for Start field and End field. The chart then shows a single point instead of a duration.

Troubleshooting

A task bar does not appear

Make sure the task has values in both selected date fields. Also confirm that both fields are available in the task bar header.

A task bar appears as a single point

The Start field and End field use the same custom field. Select separate fields to display the task duration.

Common use cases

• Onboarding: See task dependencies and overlapping work across the delivery timeline.

• Renewals: Plan milestones backward from the renewal date.

• Customer projects: Spot schedule conflicts before they delay the project.