<style> .chartjs-size-monitor { display: none !important; height: 0 !important; overflow: hidden !important; }p { margin: 0; }span.fr-emoticon.fr-emoticon-img { background-repeat: no-repeat !important; font-size: inherit; height: 1em; width: 1em; min-height: 20px; min-width: 20px; display: inline-block; margin: -0.1em 0.1em 0.1em; line-height: 1; vertical-align: middle; } span.fr-emoticon { font-weight: normal; font-family: "Apple Color Emoji", "Segoe UI Emoji", "NotoColorEmoji", "Segoe UI Symbol", "Android Emoji", "EmojiSymbols"; display: inline; line-height: 0; } blockquote { border-left: solid 2px #5e35b1; color: #5e35b1; margin-left:0; padding-left:5px;}blockquote blockquote{ border-color: #00bcd4; color: #00bcd4;}blockquote blockquote blockquote{ border-color: #43a047; color: #43a047;} table.grid{ border-collapse: collapse;} table.grid td, table.grid th { border: 1px solid #ddd;} .fr-fic.fr-dib{ display: block; margin: 5px auto;}.fr-fic.fr-dib.fr-fir{ text-align: right; margin: 5px 0 5px auto;}.fr-fic.fr-dib.fr-fil{ text-align: left; margin: 5px auto 5px 0;}.fr-fic.fr-dii{ float: none; margin: 5px auto;}.fr-fic.fr-dii.fr-fil{ float: left; margin: 5px auto;}.fr-fic.fr-dii.fr-fir{ float: right; margin: 5px auto;}img.fr-dib.fr-fir { margin-right: 0; text-align: right;}img.fr-dib.fr-fil { margin-left: 0; text-align: left;}img.fr-dib { margin: 5px auto; display: block; float: none;}img.fr-bordered { box-sizing: content-box; border: solid 5px #CCC;}img.fr-shadow { box-shadow: 10px 10px 5px 0px #cccccc;}img.fr-rounded { border-radius: 10px; -moz-border-radius: 10px; -webkit-border-radius: 10px; -moz-background-clip: padding; -webkit-background-clip: padding-box; background-clip: padding-box;}</style><p><strong>In this guide we will cover:</strong></p><p data-pasted="true"><strong>- What is Gantt View?</strong></p><p><strong>- Switching to Gantt View</strong></p><p><strong>- Gantt View Options</strong></p><p><strong>- Drag and Drop Tasks (v2.253+) </strong></p><p><strong>- Configure and View Dependencies from Gantt View </strong></p><p><br></p><p><br></p><p><strong><span style="font-size: 14pt;">What is Gantt View?</span></strong></p><p>Gantt view within a project shows a project's tasks on a timeline, giving you a visual overview of when each task starts and ends across the life of the project. Each task can be selected from the view to open up the dedicated task ticket. From v2.253 and v2.256, Gantt view in Halo includes additional features that let you manage a project's tasks and milestones directly from this view and show additional information about each task. </p><p><br></p><p>Gantt view uses the "Start Date" and "Target Date" fields to determine the start and end of a task, therefore in order to use this view, you will need to ensure the "Start Date" and "Target Date" fields are present on your project task on <a href="https://www.usehalo.com/guides/1920" target="_blank" rel="noopener noreferrer">ticket types.</a></p><p><br></p><p><strong><span style="font-size: 14pt;">Switching to Gantt View</span></strong></p><p>To use Gantt view to view the child tasks/tickets of a parent ticket (e.g. when viewing projects) use the "Gantt View" button in the tasks/child tickets tab. </p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImZmYzFmOTg5LTFkMmEtNGZlZS1iYTI3LTE4N2ExNWExZjllNSJ9.9v_h0_l23Jszqlw6oZWs-eTwMlw1j7x_x2Lc0jX1S1Q" class="fr-fic fr-fil fr-dib" width="1739" style="width: 1741px; height: 523.579px;" height="524"></p><p><strong><span style="font-size: 10pt;">Fig 1. Switch to Gantt View</span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Gantt View Options</span></strong></p><p>Once in Gantt view some additional options are available to control how you would like the tasks organised. </p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImI3ZGFiNzJiLTlhZDEtNDcwMS05ZjZkLTk3ZTk4OTU4ZWIxZiJ9._VjM1LHecvYFxh8GE8PQ9dv69degu3tH_jmiWDbV77o" class="fr-fic fr-fil fr-dib" width="1650" style="width: 1652px; height: 506.148px;" height="506"></p><p><strong><span style="font-size: 10pt;">Fig 2. Gantt View Options</span></strong></p><p><br></p><p><strong><span style="font-size: 12pt;">Task Gantt </span></strong></p><p>This view shows each of the tasks assigned to the project, ordered based on the start date of the tasks. </p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjI4MDYzMGViLTA2NjUtNGRhNC1hZTU1LTA4Nzg5MDkxMTcxMCJ9.RgHnvHD52m40Esb6SuZTlBJt02ceeChlxp2EI3iLIk4" class="fr-fic fr-fil fr-dib" width="1656" style="width: 1658px; height: 396.338px;" height="396"></p><p><strong><span style="font-size: 10pt;">Fig 3. Task Gantt view</span></strong></p><p><br></p><p><strong><em>Note: The colours of the tiles indicate the status the task is in. The colour shown can be customised by changing the colours used for each of your <a href="https://www.usehalo.com/guides/1929" target="_blank" rel="noopener noreferrer">statuses</a>. </em></strong></p><p><br></p><p><strong><span style="font-size: 12pt;">Agent Gantt</span></strong></p><p>This view shows each of the tasks organised by the agent they are assigned to.</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImEzOGFiOGRlLWE2MDEtNDAxNy1hNGQzLWVmMDI3N2RhOGM1MyJ9.IWcfh-_fyoOgjhfmB9R1soxfE3E1SjD16cqMPkwWXSE" class="fr-fic fr-fil fr-dib" width="1760" style="width: 1762px; height: 582.446px;" height="582"></p><p><strong><span style="font-size: 10pt;">Fig 4. Agent Gantt View</span></strong></p><p><br></p><p><strong><span style="font-size: 12pt;">Task Milestone Gantt</span></strong></p><p>This view shows each of the tasks organised by the <a href="https://www.usehalo.com/guides/2032" target="_blank" rel="noopener noreferrer">milestone </a>they belong to. </p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjAwNDMwOTdiLWZhNGMtNDRkMi1iN2U3LTUwY2ViZTg5NTBmMSJ9.h11cdER8mjNHmWx493ZR1IZbRfsmB6tDJAKnUHlHREw" class="fr-fic fr-fil fr-dib" width="1764" style="width: 1766px; height: 513.287px;" height="513"></p><p><strong><span style="font-size: 10pt;">Fig 5. Task Milestone Gantt view</span></strong></p><p><br></p><p><strong><span style="font-size: 12pt;">Milestone Only Gantt</span></strong></p><p>This view shows the start and target dates for the milestones of the project.</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjcyMDI3OTNhLTVlYTEtNGQwMy1hNDdhLTFiZDM5NGQ3MjA3NCJ9.Brnv78NScG7-jnexaRP2WXWXSUKMdYJ4BnqBwNavIas" class="fr-fic fr-fil fr-dib" width="1762" style="width: 1764px; height: 420.385px;" height="420"></p><p><strong><span style="font-size: 10pt;">Fig 6. Milestone Only Gantt</span></strong></p><p><br></p><p>If a milestone is dependent on another, this view will indicate it is locked until the dependencies are complete. </p><p><br></p><p data-pasted="true"><strong><span style="font-size: 14pt;">Drag and Drop Tasks (v2.253+) </span></strong></p><p>From v2.253+ you can drag and drop tasks whilst in Gantt view to adjust their start and target dates. (On versions prior to this the start and target dates must be set against the tasks themselves). </p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImU0MmIwNDZlLWNiM2EtNGNkMS1hNGY4LWExYWRkZGE0NTFmYyJ9.o0X8pAo-mdIrbkFotmD0UuprLJQgiJIgTPqJWG8wdoA" width="1280" height="356" class="fr-fic fr-dii"></p><p><strong><span style="font-size: 10pt;">Fig 7. Drag and Drop Tasks</span></strong></p><p><br></p><p>If any dependencies are configured for the tasks/milestones, dragging a tasks will also move a dependent tasks to keep their start and target dates equal. </p><p><br></p><p><strong><span style="font-size: 14pt;">Configure and View Dependencies from Gantt View </span></strong></p><p>From v2.253+ milestone dependencies can be configured and viewed in Gantt, creating an easy way to organise milestone dependencies. From v2.256+ task date dependencies can be configured in Gantt view. </p><p><br></p><p><strong><span style="font-size: 12pt;">View Dependencies (v2.253+)</span></strong></p><p>To see the dependencies of your tasks/milestones adjust the Gantt view to control which dependencies you would like to see.</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjM1Yzg3M2NmLTk1ZmItNDI2OS04MDhlLWUwOGJlMDg3YzAzOSJ9.M7FltstIWXN8f84UDGMZRnZZAgmQnCJUmY3PjqMSx0s" class="fr-fic fr-fil fr-dib" width="1273" style="width: 1275px; height: 498.156px;" height="498"></p><p><strong><span style="font-size: 10pt;">Fig 8. Show dependencies on Gantt view</span></strong></p><p><br></p><p>When viewing milestone dependencies, arrows will link tasks based on the milestones they belong to. </p><p><br></p><p><strong><span style="font-size: 12pt;">Configure Milestone Dependencies (v2.253+)</span></strong></p><p>Dependencies of milestones can be configured in Gantt view by dragging and dropping arrows between tasks/milestones. </p><p><br></p><p>Milestone dependencies can be set when in the "Milestone Only" Gantt view. To make one milestone dependent on another drag an arrow from one milestone point to another milestone point. </p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImMyNDU5OWE4LTM2MTgtNDhkYS1hYzEyLThjMDVmNjczZDFiZiJ9.DbdW8WdpqVs7xR0W4mFqH5dsoazKB16Awhncl352OsQ" class="fr-fic fr-fil fr-dib" width="1269" style="width: 1271px; height: 298.884px;" height="299"></p><p><strong><span style="font-size: 10pt;">Fig 9. Create Milestone dependency</span></strong></p><p><br></p><p>Hovering over a dependency arrow will indicate which milestone dependency it is representing. </p><p><br></p><p><strong><span style="font-size: 12pt;">Configure Date Dependencies (v2.256+)</span></strong></p><p>From v2.256+ <a href="https://www.usehalo.com/guides/2028" target="_blank" rel="noopener noreferrer">date dependencies </a>can be configured from Gantt view by dragging and dropping arrows between tasks, then choosing how those tasks start/target dates are dependent on each other. </p><p><br></p><p>Date dependencies can be set when in the "Task Milestone Gantt" or "Task Gantt" view. To make one task dependent on another drag an arrow from one task point to another task point. </p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjNiNWFkZWNiLWNkNjEtNDI2OS05ODRiLTM1MDM1NTM5MzQxMSJ9.V8jpY6X1X-9xRLuhfhiqA0S2Rm94TVHQwTju4pikGRA" class="fr-fic fr-fil fr-dib" width="1463" style="width: 1465px; height: 470.917px;" height="471"></p><p><strong><span style="font-size: 10pt;">Fig 10. Create task dependency</span></strong></p><p><br></p><p>Then you will be prompted to choose which type of dependency these tasks have.</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6Ijc0ZDE4NDc4LWYzMWUtNDdkMy05ZGJjLThmYWVjNjhlMjk5ZiJ9.OtP6aqCzzDnzypiDGEXZAl9fLRh1-IirUsuKcHsjr8c" class="fr-fic fr-fil fr-dib" width="620" style="width: 622px; height: 533.638px;" height="534"></p><p><strong><span style="font-size: 10pt;">Fig 11. Select dependency Type</span></strong></p><p><br></p><p><strong>Interdependent - </strong>The start of the 'Dependent Ticket' should only occur after the start date of the 'Ticket' has passed. The target date of the 'Dependent Ticket' should also only occur after the target date of the 'Ticket' has passed. </p><p><strong>Start date updates dependent Tickets start and target date - </strong>The 'Dependent Ticket's' start date and target date will change when the start date of the 'Ticket' changes. </p><p data-pasted="true"><strong>Target date updates dependent Tickets start and target date - </strong>The 'Dependent Ticket's' start date and target date will change when the target date of the 'Ticket' changes. </p><p><strong>Finish to Start -</strong> The 'Dependent Tickets' start date should not occur until the target date of the 'Ticket' has passed. </p><p><strong>Start to Start - </strong>The 'Dependent Tickets' start date should not occur until the start date of the 'Ticket' has passed. </p><p><strong>Finish to Finish - </strong>The 'Dependent Tickets' target target date should not occur until the target date of the 'Ticket' has passed. </p><p><strong>Start to Finish - </strong>The 'Dependent Tickets' target target date should not occur until the start date of the 'Ticket' has passed. </p><p><br></p><p>If an invalid date dependency is configured arrows will turn red to indicate this. For example, if I configure a "Start to Finish" dependency in which the start of one task is dependent on the end of another, this will be invalid if the start date of the dependent task is before the end of the other task. </p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjA5ODJmMzJkLWNkNWMtNGU0NS05MmQwLTA1NjE2Zjk2MmY2NSJ9.kUP5OWF9wlHZVFoOlAwdEvxjtZl_Pyh2YloXExYuTCM" class="fr-fic fr-fil fr-dib" width="1815" style="width: 1817px; height: 479.291px;" height="479"></p><p><strong><span style="font-size: 10pt;">Fig 12. Invalid Date Dependency</span></strong></p><p><br></p><p>If tasks are dragged to change their dates, dependent tasks will also move automatically to keep the dependency valid (keep the date distances the same). If task start/ends are dragged dependent tasks will not be updated, therefore arrow colour is used to indicate if this change makes a dependency no longer valid. </p><p><br></p><p>Dependencies can be deleted from the Gantt view by double clicking the arrow and confirming deletion. </p><p><br></p><p><strong><span style="font-size: 14pt;">Apply Column Profile to Gantt Chart (v2.253+)</span></strong></p><p>From v2.253+ <a href="https://www.usehalo.com/guides/1936" target="_blank" rel="noopener noreferrer">column profiles</a> can be applied to Gantt charts to show additional information about each task. To toggle a column profile on/off use the "Use column profile" checkbox.</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjY2MTBlMjBkLTI5ZWYtNGRlZS1hMWI2LTcwNDMyZTNkYTMxMiJ9.VXut4VjgDun7KJ71hG7JPYrYcxIRRO4MCV_Loq32IhE" class="fr-fic fr-fil fr-dib" width="1814" style="width: 1816px; height: 505.774px;" height="506"></p><p><strong><span style="font-size: 10pt;">Fig 13. Enable column profile for Gantt chart</span></strong></p><p><br></p><p>The columns applied will be based on the column profile applied at table view, but this can be toggled using the option shown in Figure 14. </p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjUzNzg0MzQxLTY4NjktNGVhZC1hYTIyLTUzZWE1NGNlZGQ2MSJ9.PHfqmgdPnc3aZBonfAbv21BxKXDwcfaESQG--IIRdnI" class="fr-fic fr-fil fr-dib" width="1727" style="width: 1729px; height: 617.838px;" height="618"></p><p><strong><span style="font-size: 10pt;">Fig 14. Edit Column Profile used on Gantt </span></strong></p><p><br></p><p>Keep in mind, column profiles will not apply when in the "Milestone only Gantt" view as milestones do not have the same properties as tasks. </p><p><br></p><p><strong><span style="font-size: 14pt;">Apply Filter Profiles to Gantt view (v2.253+)</span></strong></p><p><a href="https://www.usehalo.com/guides/1935" target="_blank" rel="noopener noreferrer">Filter profiles</a> can also be applied to the tasks in Gantt view. Useful for filtering out certain tasks, such as closed tasks, tasks assigned to particular agents, tasks not due to start for another month. </p><p><br></p><p>To apply pre-configured filter profiles use the options shown in Figure 15. </p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6Ijc2ZTdlYjQ0LTM3ZDEtNDU4Yy1hMGRlLWY0NTgzYjIyZjk1OCJ9.04iWFRzuOtNCImTkANG6U5YtdciUUfjV3NetBKiHai8" class="fr-fic fr-fil fr-dib" width="1590" style="width: 1592px; height: 568.882px;" height="569"></p><p><strong><span style="font-size: 10pt;">Fig 15. Apply Pre-configured filter profile</span></strong></p><p><br></p><p>To apply a dynamic filter profile use the option shown in Figure 16, then you can set the filters you would like to apply. </p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjAzOTI1NzNlLTY3MmEtNGI3MC1iZTZiLWIxNjYyZTk2ZTY2MyJ9.acPCfU5svWWiVwdbP0P2rEj1Bvr5cyg2acHBKBbzpGU" class="fr-fic fr-fil fr-dib" width="1594" style="width: 1596px; height: 399.724px;" height="400"></p><p><strong><span style="font-size: 10pt;">Fig 16. Add dynamic filter profile </span></strong></p><p><br></p><p><br></p><p><br></p><p><br></p><p><br></p><p><br></p>
