Gantt Planner

Configure the Settings sheet

Select the ‘Settings’ sheet and enter the following information:

  • Project Name: Give your project a name.
  • Start date: Enter the project Start date.
  • End date: Enter the project End date.
  • Team: List everyone who will be working across all projects.
  • Status: You may rename one or more of the default statuses.
  • Priority: You may rename one or more of the default priorities.
  • General Preferences: Adjust preference options to your liking.

Start creating tasks

The Tasks sheet is used to manage tasks. Each task contains the following columns:

  • Task: Enter the name of your task.
  • Status: Select a status from the dropdown menu.
  • Priority: Select a priority from the dropdown menu. (P1 = Most urgent, P4 = Least urgent)
  • Start Date: Enter the date which this task should begin.
  • Due Date: Enter the date which this task should be completed by.
  • Assigned To: Select someone from your team from the drop-down list.
  • Budget: You can enter a budget amount in this field.
  • Actual Cost: You can enter the actual cost for this task.
  • Progress: Enter a value between 0 and 100, which represents completion progress.
  • Timeline Color: Select a timeline bar color for the this task.
  • Notes: Feel free to leave a note or comment for this task (optional).

🟢 Tip: Start / End dates must be entered in the following format: January 1, 2024

🟢 Tip: The 'Progress' tile in the upper status bar calculates the result by looking at task statuses by default. To use the Progress column instead, change the setting called 'Calculate completion by status or progress' to 'Progress' on the Settings sheet under General Preferences.

The Timeline (Day) sheet

This sheet gives you a daily view for up to 2 years. The desired year can be selected on the Settings sheet under 'General'.Scroll up/down and Left/right to view your tasks in the timeline area. You may use the calendar to quickly jump to the month of your choice. Weekends are highlighted by default, this option can also be toggled from the Settings sheet under 'General'.

The Timeline (Month) sheet

This sheet provides a zoomed out look at your timeline. This can be helpful if your tasks span across several months.

🟢 Tip: Task sorting done on the Tasks sheet will automatically reflect on the Timeline sheet. For example, to ensure that your tasks appear in order on the Timeline sheets, sort the 'End Date' column on the Tasks sheet.