Use the gantt view

Use the gantt view on index pages to display records and their associated tasks on a timeline. With the gantt view, you can track how records and tasks are scheduled over time in one place. 

Configure the gantt settings to display additional properties on gantt bars and adjust the start and end dates of the timeline. Learn how to configure the gantt display, navigate the gantt view, and manage records in the gantt view.

The gantt view is available for the following objects: 

• Companies
• Contacts
• Courses
• Deals
• Listings
• Marketing events
• Orders
• Projects
• Services
• Tasks
• Tickets
• Custom objects

Configure the gantt display

Edit the display settings for an existing gantt view or create a new one.

Configure the gantt settings

To configure the gantt settings:

1. Navigate to your records (e.g., In your HubSpot account, click More, then navigate to CRM > Deals. If More doesn't appear in your account, navigate to CRM > Deals directly.).

2. Click the name of a saved view tab that you want to configure.
3. In the upper right, click the settings icon to open View settings. 
4. Under View type, select Gantt view. 
   
   
5. In the right panel, click Gantt settings, then configure the following:
   
   • Manage [Object] date properties: the start and end date properties used for the view. Click the Start date and End date dropdown menus, then select a property for each. If you don’t select an end date property, all records appear as single-day bars.
   • [Object] bar contents: the properties that display on the record bars. Click Add, click Properties, then select up to five properties. To remove a property, click the remove remove icon.
   • Task bar contents: the properties that display on the task bars. Click Add, click Properties, then select up to five properties. To remove a property, click the remove remove icon.
   
6. Click the X icon to close the configuration panel.

Configure the gantt table

To configure the gantt table: 

1. Navigate to your records (e.g., In your HubSpot account, click More, then navigate to CRM > Deals. If More doesn't appear in your account, navigate to CRM > Deals directly.).
2. Click the name of a saved view tab that you want to configure.
3. In the upper right, click the settings icon to open View settings.
4. Under View type, select Gantt view.
5. In the gantt table, hover over a column header, click the  three vertical dots icon, then select Add column.
   
   
   
6. Select a property to add to the table. To add a task property, click the [object] dropdown menu and select Task, then select a task property (e.g., Priority, Due date).
   

Please note: if both the object you’re viewing and the tasks object have the added property, they are combined into the same column (e.g., Deals and Tasks Priority). If a property is specific to one object it is shown only for that object (e.g., Deals Amount).

7. To resize the gantt table, click and drag the end of the table. When the table is smaller, scroll to view more columns.
8. To collapse the table, click the collapse icon.sideba

Navigate the gantt view

At the top of the table, you can use the following tools: 

• Date selection: next to Today, click the date icon to select a past or future date in the timeline.
• Timeline navigation: click the historical or future arrows to scroll horizontally across the timeline. You can also use your keyboard arrow keys or trackpad. Click Today to re-center on today's date.
• Task filters: click the Task stage dropdown menu, then select options to display only certain tasks on the timeline (e.g., show only in progress tasks).
• Timeline zoom: in the upper right, click the Month dropdown menu, then select a timeframe (e.g., hours, days, weeks). To zoom in or out, click the plus icon or minus icon, or use your trackpad. The timescale changes as you zoom.

Manage records in the gantt view

Create and complete tasks, adjust the start and end date of your records and associated tasks, and open records and tasks in the preview sidebar. 

You can also complete bulk actions on records of the same object type using the table. Learn how to bulk edit records. 

To manage your records in the gantt view: 

1. Navigate to your records (e.g., In your HubSpot account, click More, then navigate to CRM > Deals. If More doesn't appear in your account, navigate to CRM > Deals directly.).
2. Click the name of a saved view tab that you want to manage.
3. In the upper right, click the  settings icon to open View settings.
4. Under View type, select Gantt view.
5. In the gantt table, hover over a record's name, then click the plus icon to create a task. The task automatically appears on the timeline. 
   
   
6. To show a record’s associated tasks, click the  expand icon next to the record’s name. If the tasks are already displayed, click the collapse icon to hide them.
7. To complete a task, hover over it, then click the complete icon.
8. To change the start or end date of a record or task, hover over a timeline bar, then click and drag an end point. Your changes are saved automatically. Missing start or end dates appear as faded bars.
9. To open a record or a task in the preview sidebar, hover over it, then click the preview icon.