Creating a Gantt Chart View

A Gantt chart is a visual often used in project management to represent the start and end dates of noteworthy tasks, milestones, etc. Gantt views are commonly used to visualize a project timeline and its tasks. 

The table to the left of the visual is customizable (you can pick which columns you want to display) and interactive (you can edit tasks).

Gantt charts have list items on the left and bars in calendars on the right

Setting up a Gantt Chart view requires going through some classic SharePoint menu options.

  1. At a minimum, make sure your list is configured with at least the following columns. You may add other columns as desired for additional information you want to track.

    Column Name

    Column Type

    Notes

    Title

    Text

    This is the first default column created when you create a list.

    Project

    Text

    The “Project” field will be used to group tasks together. When entering items into your list, make sure to enter the same Project name (e.g. Project 1) for tasks that belong together

    Start

    Date and time

    Be sure to set: 

    Include time = No

    Friendly format = No

    End

    Date and time

    Be sure to set:

    Include time = No

    Friendly format = No

  2. Click the Settings (gear) icon toward the top right of the page.
  3. Select List settings.
  4. Scroll down to the “Views” section and select All Items.
  5. In the Sort section, set First sort by the column to Start (this will show items in ascending Start date order)

    Sort is the first dropdown
  6. In the Group By section, set First group by the column to Project (this will show items in a group by the project).
  7. Set By default, show groupings to Expanded.

    There is a specific group by page
  8. Scroll to the bottom of the page and click OK to save your changes, then move on to the accordion Setting Up the Gantt Solution below.

Be sure your list is prepared for a Gantt view as outlined in the above accordion. Follow the below instructions carefully.

  1. Click the Settings (gear) icon in the top right corner.
  2. Select List settings.
  3. Scroll down to “Views” section toward the bottom of the page.
  4. Select Create view.
  5. On the page that appears, select Gantt view.
  6. The Create View page loads. Fill it out as follows:
    • Name: Enter a useful title, such as “Gantt View”.
    • Audience: Choose “personal” if the Gantt chart is only meant for you. Choose “public” to make the Gantt chart viewable to other people who have access to the list.
    • Columns: This determines the columns that appear in the table on the left side of the Gantt chart. Choose the columns and set the desired order.
  7. Below this, under Gantt Columns, select the columns from your list that will be used to format the Gantt chart: Title and the two dates are the first three dropdowns
    • Title: Choose the “Title” column.
    • Start date: Choose the “Start” date/time column.
    • Due date: Choose the “End” date/time column.
  8. Below this, under Sort:
    • First sort by the column: Start
    • Then sort by the column: End
    These are the two dropdowns
  9. Below this, under Group By:
    • First group by the column: Project
    • By default, show groupings: Expanded
    This is the first dropdown and the last radio button
  10. When you’re ready, click OK at the bottom of the page.

Your Gantt chart will load. If it doesn’t look right, try refreshing your browser tab.

Tip: Bookmark the final Gantt view page to easily access and share it.

Bookmark this page as it's not a default view from the list

Once your Gantt view is set up, you can use it to visualize your project timeline.

Gantt charts have list items on the left and bars in calendars on the right

  1. From your list, click the Settings (gear) icon in the top right corner.
  2. Select List settings.
  3. Scroll down to the “Views” section toward the bottom of the page.
  4. Select the Gantt view that you created (the title will be what you previously named it).
    It will be in the list of views
  5. An edit screen opens. Don't change anything; instead, click OK in the top right corner of the page.
    Ok is in the very top right

From your Gantt view, you can update list items using the table on the left side of the Gantt view by clicking any cell and editing the value.

Gantt charts have list items on the left and bars in calendars on the right