Manage Gantt Timeline / Schedule
Overview: manage Gantt timeline / schedule
The Schedule module lets you manage and track project activities in one place, with detailed task information for progress monitoring and collaboration, which is used for planning, tracking, and sharing project activities.
For multiple Gantt instances, see Add additional Gantt charts to a project. For baselines, see Save and Use Schedule Baselines.
- Your role must be Manager or higher to edit the schedule.
- You can find the menu at Schedule module.
- This changes project planning, progress tracking, and PDF exports.

How to manage the schedule
Create new tasks
- Open the Schedule module.
- Use New task to create a main task, or right-click an existing task and select Create sub-task.
Organise with folders and directories
- Drag and drop a task onto another to build a folder structure.
Update task progress
- Drag the arrow on the task bar, or open the task and set the percentage manually.
Use the quick menu
- Right-click any task to open the quick menu with available options.
Export the schedule
- Click Export in the toolbar.
- Choose the full schedule or a date range.
- Optionally add a watermark such as DRAFT.
Access advanced features
- Click Tools.
- Use filters, sorting, critical path, progress scaling, resource overview, and full-screen mode as needed.
Results: task content and permissions
Each schedule task can store images, files, comments, an assigned person, and a floor plan location.
Project role | Can view schedule | Can edit tasks | Can export schedule |
|---|---|---|---|
Admin | Yes | Yes | Yes |
Manager | Yes | Yes | Yes |
Consultant | Yes | No | No |
Designer | Yes | No | No |
Contractor | Yes | No | No |
Viewer | Yes | No | No |
Troubleshooting: manage Gantt timeline / schedule
Problem | Cause | Solution |
|---|---|---|
Cannot create or edit tasks | Project role is below Manager | Ask a project Admin or Manager to raise your role or to make the edit |
Cannot see sub-tasks | Filters are hiding them | Clear filters from the Tools menu |
Export missing some tasks | Wrong date range selected | Adjust the export date range, then export again |
Watermark not appearing in PDF | Watermark option not selected | Enable the watermark in the export settings before exporting |
Updated on: 07/26/2026
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