Working with Tasks in Virto Gantt Chart Web Part on Virtosoftware Guides & Docs

Filtering Tasks by Dates

Tue, 29 Oct 2024 18:42:00 +0000

You can use operators and filter/search tasks by their start/end dates. To set the filter, click “x” in the start or end date field.

There are following operators available for filtering: equal, not equal, less than, less than or equal, greater than, greater than or equal.

For example, apply the filter and display only tasks with a start date less than July 3. Click the “Less than” operator and pick the 3d of July date in the date picker.

Percent Complete

Tue, 29 Oct 2024 18:41:52 +0000

The percent complete is displayed as different color area of the task body. To change the percent complete, double click the task and change it in the form. The completion of this task will also change on the chart.

The completed percentage appears as a strip on the task.

Resources

Tue, 29 Oct 2024 18:41:45 +0000

Users assigned to a task are displayed next to this task in the chart, if this column was added to data source view (see the Web Part settings to adjust).

Users will be taken from SharePoint list. To assign a new user, just double click task and select required user. The same changes will be applied in the SharePoint data source list.

Predecessor and Successor tasks

Tue, 29 Oct 2024 18:41:39 +0000

Virto Gantt Chart Web Part for SharePoint Online / SharePoint 2013 allows users to display successors and predecessors relationship.

Predecessor and successor tasks are connected through arrows. Successor will start after predecessor.

Virto Gantt Chart Web Part allows users to define finish-to-start relations between tasks and create successors and predecessors by simple arrows drag-and-drop. Just click a task that will be a predecessor and drag the arrow to a task which you want to make a successor.

Add a Milestone

Tue, 29 Oct 2024 18:41:33 +0000

When task start date equals task end date the task is displayed as milestone. If you create new task as described in previous section and define equal start and end date and time, it will be shown as milestone – a task with zero duration.

Or click “+Milestone” to add a milestone to the chart.

Add a Child Task

Tue, 29 Oct 2024 18:41:26 +0000

Sometimes you need to define parent-child relations between tasks in the Gantt Chart Web Part. If tasks list is selected as data source, user can select a task in the Virto Gantt Chart Web Part and add child task to it. If task has at least one child task, it is displayed as a summary task.

To add a child task, click a parent task on the right in the list. The “+ Child Task” button will appear. Ise it to create a child task the same way as you do for parent tasks.

Creating a Task

Tue, 29 Oct 2024 18:41:16 +0000

Virto Gantt Chart Web Part for SharePoint allows users to create task right in the Web Part. The same task will appear in the related data source list.

To create a new task, click “+Task” in the header**.**

The add task form will appear.

Note*: the set of fields for create/edit form is set in the data source settings of the web part.*

Type the title and define start and end time of anew task. By default, the new task will appear at the end of the list (or on the other position depending of the chosen view). The task will appear in the list of tasks on the right accordingly.

Editing and Deleting a Task

Tue, 29 Oct 2024 18:41:11 +0000

If you need to edit a task, just make a double click on it. The edit form will appear where you can make all the necessary changes.

Note*: if the data source is read-only, view form will appear but you cannot make any changes. If data source is not read only, you can also delete the task. Just click “Delete” in the form.*

Moving Tasks and Changing Task Duration

Tue, 29 Oct 2024 18:41:05 +0000

You can easily change task dates by drag and drop. Drag a tasks to change its start and end dates.

If you drag a task tip, not the whole task, you can change the durationof this task — make it shorter or longer.