Gantt Chart

A Gantt chart provides a graphic illustration of a schedule that helps in planning, coordinating, and tracking specific tasks in a project.

The end user of the Vertical CRM solution in which the Zoho Projects extension is added to can view different types of reports. To view reports, follow these steps:

  1. Log in to the Vertical CRM application.
  2. Select the Projects tab in the top navigation bar.
  3. Select the tab in the inner navigation bar corresponding to the project you want to work on.
  4. Click Reports in the left navigation bar and select Gantt Chart.

Two types of Gantt charts are supported in Projects - Milestone Gantt and Chronology Gantt. You can perform the following operations on them:

  • Add Task: Add new tasks to the project
  • Add Task List: Add new task lists to the project
  • Filters: Use the filters Milestone, Milestone Status, Task Status, and Task Owner
  • Print: Print the Gantt Chart
  • Convert to PDF
    • Fit to Width: Adjusts the data in the chart to the width of the page
    • Chart in View: The data in the chart is replicated as seen on screen. You can also choose to encrypt the file.
  • Collapse Task Lists: Collapses task lists in the Gantt chart to display them at both milestone and task list levels
  • Expand Task Lists: Lists all the tasks. This is the default view.
  • Show Legends: Displays all the color codes used in the Gantt chart.
  • Scroll to Unscheduled Tasks: Shows all the tasks which do not have Start- Due dates.
  • Dependency Settings:- Save the settings which determine how the successor and predecessor tasks are related and rescheduled.
  • Fit-max: Click Max to maximize the Gantt chart or Fit to fit to the screen width and rescale the chart.
  • Add Predecessor or Successor: Add dependent tasks to an existing task.
    • Move the cursor over the name of the task.
    • Click Successors > Add Successor.
    • Type the name of the task to add as successor and click Set Dependency. The dependency can also be removed.
  • Overdue: Red next to the name of a task indicates that the task is overdue.