Custom Views >

Adding Custom Views


Introduction

A big part of the Ganttic planning experience is the possibility to create an almost endless amount of different views. Views of your projects; views where tasks are colored by projects; views where tasks are colored by their own colors; views where resources are grouped by different labels etc. As an administrator, you can choose whether the view you created will be displayed to everyone on your team or just you. Views created by simple users are private by default.

And Carl, the view of you always petting the cat is not private. So please, set the cat free, would you?  

While managing your resources, viewing can come in handy when you need to inspect schedules and plans made. Customize and save views by combining resource grouping, tasks coloring, filtering and time period settings. This allows you and your team to view projects and schedules for different uses at any time. Save views lets you return to a customized environment when the need arises.

Must-know about this feature

By creating customized views you can get an overview of your projects, resources, tasks etc by custom criteria. Switching between different custom views/tabs helps you to plan faster while avoiding setting different parameters for the same view all over again.

Create a new custom view

  1. Click on the '+' icon on top left
  2. This will open the drop-down menu.

  3. Select 'View' from the list 
  4. A new view will be opened on a separate tab with View Settings section opened.


  5. Give it a name
  6. Click on 'Save' upon completion."View Settings" will be closed. 

    All views created by admin users are private by default. Private views can only be viewed
    by the user who created it, unless they are made public or shared with selected users. Public views are visible to everyone. The 'View permissions' icon can be found on top right.

    Enabling 'Lock view settings' for public views will make sure that no user is able to edit its settings (title, grouping, sorting, coloring, filtering, time period). 
  7. Set desired parameters
  8. You can edit the grouping, sorting, coloring, filters, and default time period).


  9. Go back to View Settings to save these parameters to the view. 

 View the list of saved custom views

  1. Click on the 'Views' icon on the sidebar
  2. This will open the View List.

  3. You can now see all the views created for your account
  4. You can open or delete them in the list view.

Find, open or delete a custom view

  1. Click on the 'Views' icon on the sidebar
  2. This will open the view list.
  3. Sort by Name, Grouping, Filters or Period
  4. You can do this by clicking on the column titles.
  5. Select multiple views by ticking the boxes on the right
  6. Click on "Open".

Custom Views >

Adding Custom Views