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Gantt chart

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KanBo Gantt charts

In KanBo 2.7, we introduced Gantt charts functionality for every Board. A Gantt chart is a bar chart which shows you a project schedule in a highly visual manner. With this functionality, you can set a visual view for all cards which are a part of your project (Board). The cards will be seen in a timeframe view and it’s easy to see their conditions on a present day. Also, the Gantt charts will enable you to see all start and due dates of cards in your Board.

Use case

Introduction

The Gantt chart feature will be explained in a form of a business use case, which is the software development.

The software development board’s purpose is managing the process of application development. There are several lists indicating the progress of completing existing cards. The list names and roles indicate the progress as card statuses aren’t in use here.

All cards have users assigned to them (developers, managers, business owners of a product, Q&A engineers) and are equipped with labels indicating the purpose of a card. For example, the “backend” label means that this is a card for which backend developers are responsible and “v.10” indicates that a card marked with this label serves for a feature which will come in version 10 release.

The most essential thing is that many of the cards have start dates and due dates assigned to them. Fulfilling this condition will make possible to see those cards in the Gantt chart view (we will describe how to make a card visible in the Gantt chart view later in this instruction).

Entering the Gantt chart view

The business owner of this application would like to see his employees’ progress in developing his product. How that can be achieved easily? The answer is, by using the Gantt chart view.

To enter a Gantt chart in a Board, simply select the adequate button which is located on the top left side of a Board.

You might see the following view while you enter the Gantt chart section. It’s empty as cards haven’t been already added into it. The next section of this manual will explain how to make cards visible on the Gantt chart. 

 

Let’s go and build your own Gantt chart so it would look like this:

Add cards to Gantt chart

A Card is visible on Gantt chart only if you add a start date and a due date to it.

To add these dates, enter any card and click on +Add date in Dates section or drag and drop them on the Time Line in Board view. If you have set only the due date, then the card will be visible on Gantt with a duration of 1 day. You can then move the card and expand it to set the correct dates using mouse inside of Gantt.

Now add a start date to a card which will indicate when this card starts. After it’s completed, add a due date which is a final date for your card.

For more information, see these manuals:

 

Now, after the dates are added, Card will be visible in a chosen timeframe on the Gantt chart.

In your Board, add start and due dates to as many cards as possible. This will make them visible on the Gantt charts.

Creating and managing relations on the Gantt chart

In KanBo, it is possible to add relations to a Card. These relations will be visible on a Gantt chart.

Cards can be related in the following relations:

  • Parent and child.
  • Previous and next card.

In this relation, one card is superior to a child card, which becomes a Child card of the superior (parent) card.

In this relation, one card must be completed, before you can start work with the next card.

Create and see Parent - Child relation on a Gantt chart

For this, we need to create 2 cards which are equipped with start and due dates. 

We will create a relation where Analytics is a parent to a card Dashboards (which will become its child).

We will enter Analytics cards, which will be a parent. Relations can be set by entering card and then, selecting Relations button. You can also use the Child Card Group in the elements section to add Child cards.

Now select +Add buton.

Now select Child.

Now click on Select existing card to look for the desired card.

When a card is chosen, select Add relation.

The relation has been set. You can now switch to the Gantt chart view and see the relation. The Dashboards card become a child of Analytics, so it’s located under its parent. A special indicator is created between the bars in the Gantt view.


Create and see Previous - Next relation on the Gantt chart

For this, we need to create 2 cards which are equipped with start and due dates. 

We will create a relation where a card creating “Allow adding multiple users to a task” functionality is a previous card to a next card “Test task functionality”. The card for creating a functionality must be completed, so the feature can be tested (which is a purpose of the test card).

We will enter a card, which will be a previous card. Relations can be set by entering card and then, selecting Relations button.

Now select +Add button.

Now select Next.

Now click on Select existing card to look for an existing Card.

When a card for relation is set, select Add relation.

The relation has been set. Now you can switch for the Gantt chart view. The relation is indicated by arrows and line between cards.

Managing the Gantt chart

There are options to manage cards by using a Gantt chart. It is possible also to use it while a Filter is active in a Board.

Change card’s dates right from the Gantt chart

You can change the timeframe of cards by shrinking or extending them. Enter the Gantt chart view and select a card in which you would like to change dates.

Hover over the bar’s beginning or end so the special arrow icon will appear. Now you can move your mouse to resize the bar i.e. extend the date of a card.

Filter the Gantt chart view

In KanBo Board, you can use Filters. This will allow you to filter only cards you want to see, and the filtering is done by using a chosen condition. Cards can be filtered by users, labels, keywords (text). See here how to filter cards in your Board.

We decided to filter our board by label “Backend”. In this case, only cards having this label can be seen in Board’s view.

If you switch to Gantt chart view, you will see only bars for cards which have the chosen label inside them. Disable the filter in a Board, so all cards with start dates and due dates will be visible on a Gantt chart again.

You can also set the filter in the upper left corner of the Gantt chart.

 

Adding child relation from the Gantt chart view

In the previous section of this manual, we explained how to create Parent-Child relation between cards. You can add relation right from the Gantt chart view.

Enter your Gantt chart view and select a card you would like to add as a child to another card.

Now use Drag&Drop to move this card on a card which will become a Parent.

The “Test task functionality” card will now become a Child to card “Allow adding multiple users to tasks”. You can see that by expanding the first card or by indication in the view of the bar.

Exploring the Gantt chart view and its structure

The Gantt chart for a Board appears after switching to the Gantt view. This view shows you all cards with assigned start and due dates in a form of a chart presented on a monthly timeframe. 

Major elements of the Gantt Chart

Let’s examine the major elements of a Gantt chart.

Users pane

On the left pane, you are presented with cards’ names and persons assigned as responsible for them. On the right side of this page, you will see the timeframe of this card (in a period of a month).

You can hover over a card’s name or its bar to highlight the chosen bar.

Current day bar

The blue vertical bar in the center will highlight the present day. This makes easier for you to inspect timeframes of cards’ bars against the current day. Number near d stands for number of days for card to be overdue. Red means overdue. Green means Completed.

Bars of Gantt chart

Red Bar = task overdue and late by 14 days.

White Bar = Task should start and end as the bar indicates – the length of the bar is the duration – the number within the bar indicates now many days left (i.e. 8d means that 8 days left until it is overdue).

Green Bar = Task is completed (inside of the card you can see who and when competed it). 

Number indications on bars

Let’s look at the card’s bar of our Gantt chart to examine numbers that appear on its bar. 

 

If we open this card (which you can achieve by clicking on the card’s name), we can see some more details.

We can see that this card has a start date which was set for 8 days ago and a due date which is coming in 7 days.  

When we switch to the Gantt view, the number on a bar says “7d” as there are 7 days left until the due date comes. The bar represents a period for the card’s completion which is set using start dates and due dates inside of it. 

Bars for completed or due cards

A card which is not completed or due has a bar in white color. The situation changes when a card is completed or due.

In case a card is a completed one (it has a “completed” status or is located in a list which has the “completed” status), it will be marked with a green colour. 

In case card is due (it isn’t completed, and it has a past start date and a due date), it is marked with a red color.

Parent – Child relation indication

The Parent – Child relation is shown twice:

  • Firstly, it is indicated in the bars section as a grey line.
  • Secondly, in the users’ pane, you can extend the parent card to see what the children of this card are.

The 2 (or more) related cards will be horizontally indicated with a blue highlight helping to recognize the user its relations.

Next – Previous relation indication

The Next-Previous relation is indicated by arrows and a line between 2 cards. You can use the mouse to draw lines between cards and setting the Previous -> Next relations.

Other important information

 

  • Dates of cards can be changed, either by changing them in the card’s dates section or by resizing bars in the Gantt chart view. You must keep in mind that all bars of the Gantt chart are sorted chronologically. Therefore, after a refresh of a browser or entering the Gantt chart again, cards with a changed date will be re-located vertically to match the chronological sorting. This was done intentionally to stress out the time factor.
  • There is possibility of creating multiple parents for cards in their relations.

In this scenario card “Test tasks functionality” has two parents. This card will appear two times as a child.


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