Project Task Gantt (Task Manager)

In Project Task Gantt you can:

• View project task details:
  • Task name.
  • Milestone.
  • Assigned resources.
  • Start and end dates.
  • Duration.
  • Estimated, actual and remaining hours.
  • Saved notes in plain text format.
• Edit task details before saving your changes.
• View and assign resources to a task, together with resource roles.
• View and assign milestones that tasks are associated with.
• Create new tasks.
• Create tasks based on a work calendar. See Setting up Work Calendars.
• Create a task dependency relationship A relationship between two tasks. If a task is completed early or late, this has an effect on the start and end date of the task that succeeds it. between two tasks.
• View tasks on a timeline for a particular week, month, year or date range that you specify.
• View the critical path The longest path of planned activities to the end of the project. This shows the earliest and latest each task can start and finish without making the project longer. This is the shortest time in which the project can be completed. of the selected project A collection of activities and related items to be managed over a defined time range, such as timecards, expenses, milestones and budgets..
• View the effect of changes on dependent tasks.
• Drag tasks to change their start and end dates.
• Edit task labels.
• Delete tasks.
• Identify task dependencies on other tasks in the same project.
• Print the project plan for the selected project.

Note:

When you make changes in Project Task Gantt and Resource and Project Planners, temporary status messages display on the screen. The messages fade after a few seconds. To have your messages persist, move your mouse pointer into the message box.

Support for Dependency Types

Project Task Gantt supports project task dependency relationships between project tasks. See Task Dependency Relationship Types.

Permissions

To edit tasks in Project Task Gantt by default, you must be the project manager of the project. If you are not the project manager, you can view or edit tasks in Project Task Gantt if you have been assigned the Project Task Gantt View or Project Task Gantt Edit permission control respectively. Your administrator can restrict project manager access, as required by your organization. For more information, see the Project Manager Access setting in Project Task Gantt Settings and Preferences.

When a user selects a project where they are not the project manager, but have been granted the Project Task Gantt View permission control, that project is opened in read-only mode and the user cannot make changes to project tasks.

If a user is not the project manager of a project and has not been granted the Project Task Gantt View permission control for that project, that project is not listed in the Select Project drop-down list.

Note:

Project Task Gantt displays and formats numbers and dates according to the locale of your Salesforce user. If you have not changed this, the default locale of your Salesforce organization is used. We recommend that you set the same time zone on your computer and the Salesforce User Time Zone field. If you do not do this, Start and End dates of project tasks may change in ways that you do not expect. To change the locale of your Salesforce user, from Setup click My Personal Information | Personal Information.

If you are working on a very large project with many project tasks, we recommend you create several projects that represent each top-level task, each phase or each deliverable of your project. You can then link them together using a project hierarchy. See Project Hierarchies.

Project Task Gantt does not support frames Frames are used to divide your web browser window. This allows the window to broken up into multiple sections.. This means that you can't use it with the Console tab or Service Cloud Console, or any custom integrations that use frames.

Tip:

Project Task Gantt works best in screen resolutions of 1280x1024 or higher.

When using Project Task Gantt ensure that your browser zoom level is set to its default setting namely 100%.