The Gantt chart in ClearCRM helps you map out tasks, track progress, and make real-time adjustments to your project timeline. Whether you’re working solo or managing a team, it gives you a visual roadmap of everything happening in your project.
Go to any project and open the Gantt tab from the top navigation bar.
At the top right of the chart, you'll see the Timeline View filter. You can adjust how your project is displayed:
Days View – Ideal for short-term planning
Weeks View – For agile teams
Months View – Best for quarterly or long-term projects
Years View – For multi-year strategies
Use the middle filter to group your tasks by:
Milestones – See phases like Planning & Discovery, Development, Design, etc.
Members – Visualize who’s working on what
Status – Sort tasks into Not Started, In Progress, Testing, Awaiting Feedback, and Complete
💡 Tasks not linked to any milestone will appear in the Uncategorized section — so you don’t lose track of anything.
Want to focus on specific tasks only? Use the left-side filter to isolate tasks by their current status.
Example: Select In Progress to only display tasks that are actively being worked on.
The chart isn’t static — it’s fully interactive:
Hover over a task to preview its name, duration, and dates
Drag & slide to shift timelines or extend/compress task durations
Click on any task to open its details panel — where you can edit, reassign, tag, add reminders, and more
The Gantt chart brings your project to life as a living timeline. You don’t need separate tools to plan, track, and execute — it’s all in one place and always up to date.
