Plan View (Gantt)

The Plan View provides a timeline-based Gantt chart interface for visualizing and managing your tasks and their dependencies. It allows you to view task durations, start/end dates, and navigate through the timeline.

Open the Plan View

1. Open the Task Genius View.
2. Select the Plan navigation item in the left sidebar.
3. You will see the tasks displayed as a Gantt chart in the right panel.

Usage

The Plan View displays tasks based on a horizontal timeline:

• Timeline: Shows dates, automatically adjusting the display granularity (Day, Week, Month, Year) based on the zoom level.
• Task Bars: Represent tasks with both start and end dates.
• Milestones: Represent tasks with only a due date or identical start and end dates.
• Filter Area: Located at the top of the view, allowing you to filter displayed tasks based on various criteria. Read more about the filter in the Advanced Filter page.

Task Display

Tasks are processed and displayed on the Gantt chart based on their date properties:

• Date Mapping:
  • The start position of a task bar is based on Start date or Scheduled date.
  • The end position of a task bar is based on Due date.
  • If only Due date is present, or if Start date is the same as Due date, the task is displayed as a Milestone (diamond shape).
  • Tasks without valid date information will not be displayed on the Gantt chart.
• Task Sorting: Tasks are sorted by default based on their start date (or due date).
• Task Labels: Task content (supports Markdown rendering) is displayed next to the task bar or milestone.

Interactions

You can interact with the Gantt chart in several ways:

• Click Task Bar/Milestone: Selects the corresponding task and opens its details in the sidebar.
• Right-click Task Bar/Milestone: Opens a context menu with relevant actions for that task.
• Click Offscreen Indicator: / If a task is outside the currently visible area, indicators appear on the left/right edges of the view. Clicking an indicator scrolls the view to that task's position.
• Scroll to Date: Use the "Scroll to Date" button in the filter area to quickly navigate to a specific date.

Navigation & Zoom

• Horizontal Scrolling: Use the scrollbar or touchpad/mouse wheel to scroll the timeline horizontally to view tasks in different time periods.
• Zooming: / Hold the Ctrl key and scroll the mouse wheel to zoom the timeline.
  • Zooming in increases the timeline granularity (e.g., from Month view to Week or Day view).
  • Zooming out decreases the timeline granularity (e.g., from Day view to Week, Month, or Year view).
  • Zooming centers on the time point under the mouse cursor.

Settings

You can read more about view settings on the Basic view settings page.