Here at monday.com, the Gantt chart is where your project comes to life! The Gantt Widget works with you and your boards and is flexible and responsive with the twists and turns of your project's development. Let's check out how to use it together!
How to add the widget
To add the Gantt Widget to your dashboard, just click '+ Add Widget' at the top left corner of your dashboard and select 'Gantt'. If it is the first widget on your dashboard, you can also add it straight from the home screen!
How to set it up
In the right panel, you can set up your Gantt Widget with completely customizable settings! Let's go through each of the categories of settings together!
- Boards and Groups
First, under 'Boards', we can choose the boards we want to see in our widget. We've chosen to include the following 3 high-level project boards in our Gantt Widget:
Under 'Choose groups', we can pick which groups we want to display data from, or just select "All groups":
- Timeline or Date Columns
If you have more than one Timeline and/or Date Column, choose which ones you want to display in your Widget under 'Choose Timeline Columns'. We've selected all 3 of the connected columns because we want to include all dates across our 3 boards. You can choose whether or not you'd like to see your subitems appear in your Gantt Chart. Just check the box beside the Date or Timeline Column under "subitems" to view them in your widget!
Subitems will appear in your Gantt as white rectangles outlined with the color of the parent item. When you hover over the subitem, a pop-up appears, indicating that it is a subitem and mentioning the name of the board it belongs to.
You will also see all of your milestones displayed in your Gantt Chart in the shape of a diamond! Check out this article to learn how to add milestones to your Timeline Column!
- Group by
Next, choose how you wish to group your items. You can group them by boards, groups, or any column on your boards! In the example below, we've grouped our dates by the Status Column, which shows us all of our items according to their working status! This way, we can see a list of all of the incomplete tasks, finished tasks, and tasks we're stuck on!
If we have more than one Status Column on any of our boards, we can select which one we want to group our items by with the dropdown menus beside each of our connected boards in this section.
Once we've chosen how we'd like to see our items grouped, we can customize it even further by collapsing and expanding certain groups! We just have to click the group to collapse it, and then click again when we want to expand!
- Color by
Your Gantt Widget automatically color codes your items according to which group they come from. For example, when you see green events, you know they are from your green-colored group, and when you see purple events, you know that they are from your purple-colored group. But you can use the drop-down menu to choose how you want them to be colored! You can choose to color by boards, groups (using the colors of your groups), Status Column (using the colors of your labels), or People! If you have more than one Status Column on your boards, you can choose which one to use!
Confused about what the colors all mean? Don't worry - we got you covered with a legend! Right at the bottom of your screen is a key to help you understand exactly what all of the colors on your Gantt mean! They're labeled based on how you chose to color your items!
- Label by
You can customize the labels that appear above all of the items in your Gantt Widget! You can set them to display the name of the item, the person assigned to the item in the People Column, or the item's value in any of the columns on your board! Use the dropdown menu to choose how you want to label them, and you can even select the right column for each of the boards connected to your widget!
- Show group summary
A group summary shows the total amount of time, using specific dates, that each of our Gantt's groups span across! The "group" in this case refers to how we chose to group the items or tasks on our Gantt Widget, and does not necessarily mean the groups on our boards. For example, if we chose to group our tasks by the Status Column, then we will see a summary of each of the labels in our Status Column! In the example below, we actually chose to group our items by our board groups, so we can see that the purple group, called "Content Phase " spans from December 1-January 13, which is 44 days.
We can remove these summary bars by unticking the "Show Group Summary" box, shown in the image above.
- Show today indication
The blue bar running vertically through our view indicates today's date! This is a great point of reference so that we always know where we stand compared to the start and end dates of our tasks. It'll also always help us recenter and find today's date when we're scrolling back and forth through the calendar. We can also jump to today by clicking the little calendar icon at the top left corner of our widget.
We can remove the blue bar by deselecting "Show Today indication" as shown in the image above.
- Show weekends
Our weeks are visually broken down by colour blocks of white representing weekdays and grey representing weekends! We can keep the weekends as part of our calendar or collapse them to visualize the timeline bars of our tasks in terms of workdays only. We can tick or untick the box beside "Show Weekends" in the settings panel as shown below!
- Set the first day of the week
We can choose whether we want our widget to display Sunday or Monday as the first day of the week! We just have to click "Edit" beside 'Set workdays' in the settings panel to be redirected to our account's weekday settings!
Only the account admin can choose which day is the first day of the week, but any account member can click the "edit" button to request a change from the admin. Check out this guide to learn more!
If we have dependencies set between our items, we will automatically be able to visualize them with arrows on our Gantt Widget. The dependency line connects the first task that must be done with the task that is immediately dependent on its completion, with the arrow pointing to the dependent task. The arrows help us clearly see the connections between our tasks, but we can easily remove them with the click of the "Show Dependencies" button, as shown below!
Something unexpected came up and we need to shift or extend the dates of dependent items on our Gantt Widget. It's so easy when we have dependency automations set up! Instead of changing all the dates of dependent task, we can select the task that has been delayed and shift all their dependent tasks by however many days we need! Just click a timeline bar and drag it the exact number of days it has been delayed, and watch the magic happen! We can also hover to the right or left side of the timeline bar until an arrow appears where we can extend the timeline in any direction!
Customize the perfect view
Once you're finished setting everything up, hit the "Done" button in the top right corner to check it out in your dashboard! From here, you can still customize exactly how you'd like your items to be displayed within the widget's calendar. Let's take a look at some ways we can customize the widget even further!
- Select the time frame
We can choose to view the items in our Gantt Widget by days, weeks, months, quarters, or years! We'll just click the drop-down menu at the top-left corner of our screen to select a time frame.
- Zoom in and out
We can also choose how zoomed in we want to be to our items! We can zoom out for a long-term overview, or drill down to specific days. We just have to click the '+' and '-' buttons at the top left-hand corner of our widget to change the zoom!
- Auto Fit your Gantt
We can click the "Auto Fit" button at the top of our screen to automatically adjust our Gantt's zoom to show us as many of our items as possible at once!
Update items directly from the Gantt Widget
There's no need to toggle between boards to make changes! All we have to do is click any of the bars in the Gantt Widget to open up the item's card. From here, we can make any changes and updates without having to go back and forth to our boards!
Filter your Gantt
If we don't want to see all of the items on our boards appear in our widget, we can click the tornado icon to filter out our information! 🌪
We can use the dropdown menu to select a board to filter, and then we can filter by any of the groups or columns on that board. If we want to return to this view the next time we open our Dashboard, we can click 'Save to this widget', and our Widget will remain will this filter until we click 'Clear' in our filter menu.
Export to Excel
You can export your Gantt Widget to Excel by clicking the little chart icon on the left corner above your widget:
If you have any more questions about widgets and dashboards, please don't hesitate to reach out to our Customer Success Team anytime. We are here for you 24/7!