Editing Gantt Tasks: Inline Edits, Task Slider & Best Practices

✏️ Editing Gantt Tasks: Inline Edits, Task Slider & Best Practices
 

📘 Article Purpose

This article explains how to edit existing tasks in the Gantt Schedule—whether directly on the timeline, through the task slider, or via editable columns.

✍️ Method 1: Edit via Task Slider

1. Click any task on the Gantt timeline or click the pencil icon in the task list
2. The Task Slider will open with all editable fields
3. Update any fields:
   • Name, duration, start date, users, materials, etc.
4. Click Submit to save changes

✅ All changes immediately reflect in the Gantt timeline

✏️ Method 2: Inline Edits in the Gantt Table

Some task details can be edited directly in the table (left panel):

Editable via Inline Fields:

• Task Name
• Notes
• Progress %
• Label

Not Editable Inline:

• Materials
• Equipment
• Expected User Groups

🧠 Use Appearance Settings to show or hide specific columns for quick edits

🔄 Timeline Adjustments

You can also:

• Drag a task bar on the Gantt chart to move it
• Stretch/shrink the bar to adjust duration

🧭 The system respects working days and holidays, so weekends or holidays will be skipped in the duration logic

📐 Best Practices

🧠 Performance Tips

• Use the List View toggle if your schedule is large and laggy
• Use filters to isolate only the tasks you need to update
• Keep task labels up to date for better filtering and reporting