Skip to main content

Tracking Progress with Calendar and Gantt Views

Learn how to visualize your tasks and timelines using the Gantt view and calendar features in ClearCRM

E
Written by Elvin Khudiyev
Updated over a month ago

ClearCRM gives you two powerful visual tools to stay on top of your schedules: the Gantt view and the Calendar. Use these tools to monitor task progress, manage timelines, and catch delays before they happen.

Visualizing Projects with Gantt View

The Gantt view helps you understand how project tasks are spread out over time.

To access it:

  1. Go to Projects > Projects List from the left-hand menu.

  2. Click the Gantt button at the top of the page.

In this timeline view:

  • Each colored bar represents a task within a project.

  • You can instantly see which tasks are:

    • Completed

    • In Progress

    • Scheduled for the future

  • Click any bar or task name to open, edit, or delete the task—without leaving the view.

You can also:

  • Filter by project status or assigned team members

  • Adjust the timeline range to focus on a specific period

  • Spot overlaps and bottlenecks before they disrupt your workflow

Viewing Everything with the Calendar

To open the calendar:

  1. Go to Projects > Calendar from the left-hand navigation.

The calendar gives you a bird’s-eye view of all upcoming deadlines, including:

  • Project tasks

  • Milestones

  • Tickets and tasks from other areas like marketing or service

Customize your view:

  • Switch between monthly, weekly, and daily formats

  • See all task deadlines across your workspace in one place

Did this answer your question?