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An overview of the Gantt module
The Gantt module is all you need to manage your project or portfolioyour go-to module for managing projects and portfolios. Use it to prepare plan and visualize your project schedule or roadmapproject schedules and roadmaps, monitor and control the their execution, and generate reports by aggregating your task data or using advanced export featuresdata exports showing data that meets your business needs.
The Gantt module includes four key elements:
(A) Customizable task list (WBS) tree that presents almost any Jira or built-in fields as columns with aggregated data.
(B) Timeline with tasks taskbars and dependencies that visualizes your work items visualize and includes auto-scheduling
Resources panel that shows your resources’ workload
schedule your work items.
(C) Infobar that highlights the most important information related to your project, e.g. Overdue such as overdue tasks, Critical critical path, Dependenciesdependencies, milestones, and Milestones
Use the Gantt to show you project schedules or to visualize your product roadmap:
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Example of the Gantt module visualizing the sub-boxes:
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change history.
(D) Resources panel that shows your resources’ workload.
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If you have BigPicture Enterprise, you can change the terminology and rename modules. The module icon cannot be altered to help you recognize the module even under a different name. |
Main features
The table below lists the main features of the Gantt module:
Feature | Description | ||
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Home | Return to the Home (Root) box. | ||
Box status | Change the status of your box to Not started, In progress, or Closed. | ||
Navigate between Boxesboxes, change the currently viewed Box box, or narrow the scope to a Subsub-Boxbox. | |||
Try different variants of your plan, compare the results, and find the best one. | |||
Use this option to add tasks by:
Use this option to access the scope definition page:
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Data | Add the following features to all tasks within the Box box scope:
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Sort by | View | Change the view options to include more information in the Gantt chart or show additional features: Layout—adjust the row heightSort your task tree in an ascending (A-Z) or descending way (Z-A), based on the fields added as columns in the current column view. Unlike the Organize tasks option, sorting does not affect other users' views. | |
View | Customize the look of the WBS and Gantt chart and add extra details to your Gantt chart view:
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Taskbar | Show task information using labels added to the task on the timeline or change the task colors based on status or manually:
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Visualize two types of dependencies using one the Gantt chart:
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Use the Resources panel to see the workload of each resource (assignee). When enabled, an additional icon with Resources settings will appear next to the Show/Hide Resources button: Effort modes:
Aggregations:
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Switch to Resources | Once the Resources panel is enabled, you can click "Switch to Resources" to be redirected to the Resources module.  | ||
Export | Export your work asdata to a specified file type (requires the BigTemplate app):
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Column Views | Customize the task list to display available fields as columns. You can save your Column View and mark it Column Views | Column view displays field-based data for your project in a clear, tabular format. Under the Column Views button, you can find:
| Configure the columns the way you need. Configuration options depend on the type of field added to the view. |
Manage Column Views | Add or remove columns within the task list. When you add or remove fields the current Column View is modified but will not be saved automatically. | ||
Undo button | Undo button becomes available after a user made changes. Undo the following actions:
Click the triple dots on the selected column for column configuration options. (The available options vary depending on the column type):
Additionaly, double-click the column edge to fit the column width to its content. | ||
Save changes | When you introduce changes to your current column view, click the Save changes button to save your changes. (Requires Box Admin security role.) | ||
Undo | The Undo button becomes available when you make the following actions:
Shortcut: ctrl/cmd + z Important: Only a single, most recent action can be undonereversed. The Undo button is grayed out by default. It becomes available when the user performs an operation that can be undone. Performing an undo operation OR reloading the page makes the Undo button grayed out again. After pressing the Undo button, the application displays a screen asking the user if he wants to undo the change (Undo or Cancel). This The screen shows the name issue Key, a summary of the operation, the task IDthe name of the user who introduced the change, and the date and time of the operation to be undone. If it turns out that after pressing the Undo button, the last operation cannot be undone after pressing the Undo button (because there were some other changes took place elsewhere in the system in the meantime), the application displays a screen that saying the Undo undo operation cannot be performed (Cancel). This The screen shows the name issue Key, summary of the operation, the task ID, and the date and time of the operation. | ||
Add your favorite filters to the header and filter the list tasks to see only the items which you are interested in. There are two types of filters:
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Use the search box to filter out unwanted information. Choose between two modes:
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Filter options | Apply additional filtering options to Quick Filters and Date range. | ||
Timeline zoom | Zoom in and out, move to the current date, or scale to fit all your tasks on the timeline. | ||
Timeline settings | Show additional elements on the timeline: | ||
Task structure | Indent and outdent your tasks manually or move them up and down the list. The manual structure might be in conflict with the active structure builders in which case a warning will be displayed. | ||
Deleting tasks | You can delete the tasks from the list in which case the task will be also removed from the Host and External platforms (in case of connecting with other External Platforms such as Trello or other Jira instances). | ||
Infobar | Show more information about your tasks: | ||
Enable a mini-map to navigate through the whole timeline with a single click. |
Live-sync
Live - sync is available for the Gantt module. It lets you see data changes in data without the need to refresh without refreshing a page. With the live sync, your data will be instantly updated when users update their tasks.
Editor slider
Allows When you select several tasks, the editor slider appears on the left side of the Gantt chart. It allows you to carry out operations bulk operations on tasksthe following bulk operations:
Delete (the trash icon)
Create/Delete Move up or down the hierarchy.
Indent or outdent.
Create or delete a baseline for selected tasks.
Change the Period scheduling mode (regardless of the relationship of selected tasks).
Convert all to Milestone
Set up the manual color.
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For an individual task, you can also move it within a tree (indent, outdent, move up, move down) and access the Edit pop-up.
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Edit tasks
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Inline editing
You can inline edit by double-clicking (left mouse button) on the field.
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Right-click - edit
Right-click on:
tasks in the task structure on the left
a task on a timeline on the right (anywhere except the task key)
Select "Edit"
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milestones.
Manually select the color.
Delete.
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If you select a single task that has no tasks nested under it, the editor slider additionally displays:
Edit.
Create dependency.
Convert to Jira issue (applies to basic tasks only).
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For parent tasks, you can additionally:
Organize children tasks (A-Z or Z-A) by one of the columns available in the current column view.
Create and delete a baseline for a parent task or both parent and children tasks.
Change the scheduling mode for a parent task or both parent and children tasks.
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If you cannot see the editor slider, enable it in the View options. |
Edit tasks
You can edit task details in several ways.
Inline editing
To inline edit a task detail, double-left-click the selected field in the column and change its value.
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Context menu
Right-click on a task in the task structure or on a taskbar on a Gantt timeline (anywhere but the Key field) to prompt a context menu. This menu displays the same options as the editor slider.
Select Edit from the menu.
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When you click Edit, a Jira issue screen appears, allowing you to modify the Taskselected task.
If the task is based on a Jira issue, you will see the "Configure Fields" option at top right lets you select visible button in the upper-right corner. Click it to manage issue fields. Other items (such as sprints or components) can't cannot be edited in this way.
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The pop-up depends on the type of task. If you try to edit a Basic task you will get an appropriate pop-up.
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Editor slider
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The task details screen looks different for a basic task. On that screen, you can update only the task summary and (optionally) start/end dates.
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Editor slider
Left-click on a task or taskbar to select it.
The task is now highlighted in blue and
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the editor slider appears in between the
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work breakdown structure and the Gantt timeline.
Click on the three dots.
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Click Edit
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Redirection to a connected tool
When you click on the Issue Jira issue Key (either in the Column column view or on a Gantt timeline), you will be taken to the connected tool (for Jira, it will be the Jira issue detail screen). Constraints
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Limitations:
Basic Tasks don't tasks do not exist in any connected toolstool, so their Key doesn't does not function as a link.
For the a Project, the Key will take you to the Project screen screen.
For a Sprint, you will be taken the Key will take you to the Issue search, displaying all the sprint issues.
Delete tasks
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The Delete option removes atask from a box. This action |
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cannot be undone. If the task |
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is based on |
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the Jira issue, |
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it will also be deleted from a Jira |
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project. |
You can exclude a task from a Box, go to Box Configuration the scope of the box without deleting it on the scope definition page (box configuration > Tasks > Scope definition to narrow down the scope).
If the task had any children nested under it within the tree:
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Tasks nested directly under it will have one less 'indent'
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you want to delete is a parent task:
Children tasks will outdent by one level.
The structure present under that task will be preserved.
You can delete a task in the following ways:
Context menu
Right-click on a task and select
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Delete
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from the
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context menu.
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Editor slider
Click on a task or taskbar to select it
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. Select Delete on the editor slider.
In both cases, you will be asked to confirm your action.
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It is possible to delete tasks in bulk using the context menu and editor slider.
Connected tool
Remove the task directly in the connected tool (for example, in Jira).
Convert tasks to milestones
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You can convert a single task to a milestone
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Task color
Task colors can be displayed in two modes:
Status based colors
Manual colors
View settings can override task color (in both status and manual modes (and convert it back to a task). The following methods also apply to bulk task conversion.
Context menu
Right-click on a task or taskbar you want to convert (anywhere but the issue Key link) to prompt the context menu.
From the menu, select Convert to milestone.
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Editor slider
Select a task or taskbar to highlight it and prompt the editor slider.
From the editor slider, select Convert to milestone.
Inline editing
Click the plus icon in the upper-right corner of the column view.
Locate the Milestone field (scroll down or type the name into the search bar).
Add the column.
Double left-click on the milestone field to select/deselect a milestone.
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After the conversion, the task’s end date becomes the milestone date. |
Task color
The app can display task colors according to one of the two modes:
Task status.
Manual colors (selected by the user).
The View settings override task color (in either mode). In particular, the " Overdue " and "Critical Path" views features require overriding the task color setup to show critical information).
More information can be found on the following page.
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Period mode
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Task scheduling mode
Scheduling mode of all tasks
To change the Period scheduling mode of all tasks, click the Data drop-down at the top > Period > Scheduling mode and select one of the four options
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. The scheduling mode you select will overwrite all current scheduling modes.
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Scheduling mode of a single task
Make sure the change won't cause a conflict (Before you attempt to change the scheduling mode of any of your tasks, make sure the new mode will not cause a scheduling conflict.
For example, an upper-level task being is set to auto bottom-up and , while the tasks nested under it being (children) are set to auto top-down).
If the Task has childrentask has other tasks nested under it, you can include them in the new mode:
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To change the scheduling mode of a single task:
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Right-click on
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Click on the Task row to select it and use the Editor Slider panel in the middle
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a task (anywhere but the Key link) or a taskbar to prompt the context menu.
From the menu, click Scheduling mode.
Select the mode from the list to apply it to your task.
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Alternatively, you can change the scheduling mode using the editor slider:
Click the task to highlight it and prompt the editor slider.
From the editor slider, click Scheduling mode.
Select the mode from the list to apply it to your task.
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Scheduling mode of a selected group of tasks
Select the tasks using the multi-select mechanism
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Use the Editor Slider panel in the middle
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Right-click to prompt the context menu. OR use the editor slider to change the scheduling mode for all the selected tasks.
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Task baseline
Baseline for all tasks
Use the Data drop-down at the top
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To create baselines for all the tasks in the scope, click Data > Baselines > New baseline. This action will override the existing baselines.
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Baseline for a single task
If the Task has children, you can include them in the change:
right click on the Task (either in the Task structure on the left or on the timeline on the right - don't click on the Key)
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click on the Task row to select it and use the Editor Slider panel in the middle
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To create a baseline for a single task:
Right-click on a task (anywhere but the Key link) or a taskbar to prompt the context menu.
From the menu, click the Baseline > Create.
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Alternatively, you can create a baseline using the editor slider:
Click the task to highlight it and prompt the editor slider.
From the editor slider, click Baseline > Create.
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If the task has other tasks nested under it, you can create a baseline for them as well.
Baseline for a selected group of tasks
Select the tasks using the multi-select mechanism
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Use the Editor Slider panel in the middle
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Task structure
You have several ways to organize the task structure.
Automated Task .
Right-click to prompt the context menu. OR use the editor slider to create baselines for all the selected tasks.
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Task structure
Task structure can be organized in the following ways:
Automated task structure based on Structure builders.
Drag-and-drop mechanism
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. Select a single task (or multiple tasks)
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, click the task on the icon on
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the rear left to drag it, and then move and drop it in a new location.
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If you move a task that has children nested under it, the whole structure (task
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and all its children) will be moved.
Keyboard shortcuts are unavailable in the Cloud version of the App. To find out more about Cloud-related App limitations go to the following page.
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Move up: Shift+↑
Move
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down: Shift+↓
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Indent: Shift+→
Outdent
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: Shift+←
Some bulk operations are too complex to be carried out for the whole group
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using shortcuts.
Editor slider
Select
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a group of tasks using the multi-select mechanism
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Use the Editor Slider panel in the middle
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and position them with the arrow buttons from the editor slider.
Some bulk operations are too complex to be carried out for the whole group using the editor slider. If you have selected the tasks and the
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editor slider' arrow buttons are greyed out, you
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will not be able to
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Right-click
You can select a single task (or multiple tasks). Thenmove/indent/outdent your tasks.
Context menu
Select a group of tasks using the multi-select mechanism, right-click on the Task (either in the Task structure on the left or on the timeline on the right - don't click on the Key). Certain one of them to prompt the context menu, and position them with the context menu options.
Some operations are too complex to be carried out for the whole group. Unavailable actions are greyed out.
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Undo a task
The Undo button allows you to go back to the previous stateundo the most recent action: taskbar moving or taskbar resing.
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Important: Only |
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one action can be undone. |
The Undo button is grayed out by default. It becomes available when the user performs active when you perform an operation that can be undonereversed. Performing an undo operation OR reloading the page makes the Undo button grayed out again.
After pressing the Undo button, the application displays a screen asking the user if he wants for confirmation whether you want to undo the change (Undo or Cancel).
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