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.
🧭 Where to Find It
Go to any project and open the Gantt tab from the top navigation bar.
📅 Adjust Your Timeline View
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
🧱 Group Tasks Visually
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.
🎯 Filter by Task Status
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.
🖱 Interact with the Gantt Chart
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
🔄 Why It Matters
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.