Actions with Tasks in Virto Gantt Chart App on Virtosoftware Guides & Docs

Predecessor and Successor

Mon, 25 Nov 2024 17:50:55 +0000

Virto Gantt Chart App for SharePoint Online supports successor/predecessor relations. Predecessor and successor tasks are connected by arrows on the chart. Successor starts after predecessor.

If you add the predecessor to the task edit form, you can add predecessors right on the chart.

Note*: a classic Task list has a predecessor column of the lookup type. If you’re using custom SharePoint list,* make sure you have added a predecessor column for proper work.

Child Task

Mon, 25 Nov 2024 17:50:48 +0000

Sometimes you need to define parent-child relations between tasks on the Gantt chart. If a Task listis chosen as a data source, you can add child tasks. If a task has at least one child task, it is displayed as a summary task.

On the left part summary task appear with an arrow and ability to collapse the child tasks.

To add a child task, click the summary task in the left part of the app and use “+ Child task” button. In this case SharePoint list data source must be also a task list.

Milestone

Mon, 25 Nov 2024 17:50:38 +0000

Milestone is a task with zero duration, its start date is equal to the end date. To add a milestone, click “+ Milestone”.

Fill in the fields and choose the milestone date. Click “Save”.

A milestone appears on the chart in its classic view — a rhombus-shaped point.

Creating a Task

Mon, 25 Nov 2024 17:50:28 +0000

Virto Gantt Chart App for SharePoint Online supports creating tasks right in the chart. The same changes will be done in the source SharePoint list.

Click **“+ Task”**button.

Specify the task name, choose the data source list (for Gantts with multiple data sources), define the start and end dates. You also can set predecessor, add attachments, set the percent completion and assign the task to a user or group.

Deleting a Task

Mon, 25 Nov 2024 17:50:21 +0000

You can delete a task it the data source is not read only. Double click the task you wish to delete and click “Delete”.

Editing a Task

Mon, 25 Nov 2024 17:49:29 +0000

If you need to edit a task, double click it and editing/viewing (if data source is read only) form will appear. If data source is not read only, the task can be also deleted by clicking “Delete” button on the editing form.

Note*: the edit form can be customized. Return back to the data source settings to add more fields to display in it.*

Moving Tasks and Changing Task Duration

Mon, 25 Nov 2024 17:49:19 +0000

You can easily change task dates by drag and drop. Drag the task to the date/time you need it to start. The end date will change accordingly (the duration is left the same in this case).

If you need to change the duration, you drag just the start or end of the task bar. The same changes will be done in the source SharePoint list.