Projects and Gantt charts

Some work isn't a stream of requests; it's a project with a finish line: a remodel, a store opening, a new menu. Projects in the left menu is made for that.

Create a project

1. Click Projects in the left menu, then + New project (Admins).
2. Give it a name, a short task prefix (like OPEN, so tasks are OPEN-1, OPEN-2), a color and an icon.
3. Click Create project.

Tasks move through Not started, In progress and Done. Want different steps or extra fields? Open the project's pencil (Edit project): it's the same editor as a stack.

Add tasks and sub-tasks

Add tasks right where they go. Click Add a task under the last task (or New task at the top), type a name and press Enter. The task starts today and runs 3 days, and the box stays open so you can type the next one.

• Tab makes the task you're typing a sub-task of the task above it (Shift+Tab undoes that). Or click the red + to the right of a task's name.
• To start a task on a different day, click that day on the timeline in the Add a task row, then type its name.
• Then drag the bar to the right dates. Set the owner and exact dates on the task itself: click it to open its screen.
• Escape closes the box.

Sub-tasks show indented under their task. (Sub-tasks can't have sub-tasks of their own, which keeps the plan readable.)

Gantt chart, list or calendar

• Gantt: each task is a bar from its start to its end, colored by its status. Drag a bar to move it, or drag either end to change the dates; it saves right away. A task without its own dates spans its sub-tasks. The coral line is today, and Days or Weeks zooms in and out.
• List: every task with its status, owner, start, end and how many days it takes. Click the arrow beside a task to hide or show its sub-tasks.
• Calendar: each task is a bar across the days from its start to its end, by Month or Week, with Today and arrows to move around. A task that runs into the next week continues on the next row. Choose Owner: Me or a person to see just their tasks, which shows quickly who has too much on at once. Open tasks with no dates are listed under No dates below the calendar. Click a bar to open the task. (To change dates, drag the bar on the Gantt chart or open the task.)

Tasks that wait for other tasks

Some work can't start until something else is done: you can't paint before the electrician finishes. Open the task that waits, and under Waits for pick the task it waits for. On the Gantt chart an arrow runs from the end of one to the start of the other. If a task is scheduled to start before the task it waits for is finished, its arrow turns red and dashed, and a note above the chart tells you how many. (Tasks can't wait for each other in a loop.)

Put tasks in order

Drag a task by its ⋮⋮ handle, in the list or the Gantt chart, to move it among its siblings (sub-tasks move within their task). With a keyboard, tab to the task's ↑ or ↓ button ("Move … up" or "down") and press Enter.

The whole project at a glance

The top row of the Gantt chart, Whole project, runs from the first date to the last and fills in as tasks are done, with the percentage on it.

Every task is a ticket

Click a task to open it. It has everything a ticket has: owner, comments, files, history, emails and reminders. At the top you'll see its Start and End dates, the task it belongs to, and its sub-tasks; change the dates there and click Save dates. Tasks also show in My Tickets for their owner, and on the days a task is scheduled, it's offered first when its owner plans the day (On your project schedule today in Today's Stack).

Who sees a project

Use Who can see this at the top of a project to keep it to the people working on it, and Admins choose who has the Projects menu at all. See who can use Projects and Assets.