This section concerns the RedmineX Gantt plugin. Below, you will find some necessary information, but other than that, the plugin is self-explanatory.
For installation, please visit the installation section.
- Create a project: go to
/projectsand create a project, switching on the Gantt module.
- Add members: in the members' tab, add all the members you will need to carry out the project.
- Allow Gantt: for all the roles present on the project, you will need to allow the Gantt chart in
- Start Planning: in the Project menu, click the Gantt link and start planning.
Creating Milestones & Tasks
You can create both milestones & tasks within the Gantt chart. Just click the plus icon in the project row and using the modal window, you can create a milestone or a task. Let's create a milestone by selecting Type = Milestone. Now that we have a milestone, let's put a task under the milestone. In the grid (left part of the Gantt chart), locate the plus icon in the newly created milestone row. This way, you will create a task and assign it to the milestone.
Redmine X Gantt: Add task
Within the Gantt chart, you can also create sub-tasks. Click the plus icon (without blue background) in the task row and you will create a sub-task. If you want to move a sub-task under a different parent task, you need to double click it and change the parent task in the modal. There is no drag & drop feature for this as it creates a bad experience when there are a lot of tasks.
Redmine X Gantt: Add task
- Duration of the task in days
- Start & due dates
- External link to the task detail
- Add task / or sub-task icon
- The number of opened task
When clicking anywhere in the grid, the canvas on the right will focus on the respective task. All grid columns can be edited inline.
The RedmineX Gantt chart can be controlled by a set of controls. Let's go through them and explain what they do.
- Zoom level: controls the resolution of the canvas. You can zoom in to see days or zoom out to see a full-year view.
- Display: includes or excludes weekends from the canvas.
- Today: is a button that focuses the canvas on today.
- Collapse & Expand: are buttons that either collapse or expand all projects, tasks & subtasks in the grid.
- Documentation: displays these docs in a modal.
- Settings: goes directly into Gantt settings.
- Filters: the filters switch will reveal additional filters like priority filters & issue-like filters.
- Undo/Redo: if you make a mistake, these buttons will take you one step into the past or the future.
- Save: is hopefully self-explanatory. You have to save your progress.
The Gantt filters will reveal a set of filters. First, you can filter tasks by priority, and second, you can use the same kind of filtering as issues have. Meaning you can filter pretty much anything: project, tracker, milestone, date range, etc.
On the canvas timeline, you can see tasks. The taskbars have different colors based on the priority of the task. Using filters, you can show/hide tasks with particular priorities. There are 3 types of tasks in Redmine: a regular task, a parent task & a sub-task. The Gantt chart mimics Redmine behavior so you can move (change start & due dates) of the regular tasks & sub-tasks. Parent tasks consist of sub-tasks and cannot be moved on the canvas.
If you click on the circle at the end of the taskbar, you can drag it onto another task and create a relation. You can choose from Precedeses/Follows, Finish to Start & Relates. The Precedeses/Follows relation creates a fixed gap between tasks and you can set the number of days. This means that if you move the first task, the related task will also move. The Finish to Start relation does not have any fixed delay, meaning it's just a loose relation without any restrictions. In the task detail, the relation will be mark Finish to Start. If you choose the Relates relation, this creates just a loose relation without any restrictions and without any indication in the task detail.
If you want to delete a relation, just double click the visual bond and select Delete.
If you double-click the taskbar, it will open a modal where you can edit some basic task parameters, and using the external link icon, you can get into the task detail. This is not meant as a replacement for the regular task detail, therefore there are not all parameters of the task. It is meant for quick editing and choosing the parent task because the RedmineX Gantt chart does not have a drag & drop task parent change.
In the RedmineX Gantt chart, a milestone is represented by a dark grey diamond. You can create a milestone the same way you create a task (see point 4). Just click on the plus icon in the project row and choose Type = Milestone. You can drag any task past the milestone, but it will generate a warning message in the top right corner.
If you are using the project level Gantt chart, you can see a switch Show critical path. The critical path is a project management method defined as follows:
"Critical Path (CP) is defined as the longest estimated sequence of interdependent activities that should be accomplished on time to ensure completion of the project on due date".
In other words, if you have overlapping tasks at the end of your project that are in relations and can't be carried out in parallel, you will get a visual warning. All tasks in the critical path will be marked red and the manager will need to spread the task in time better.
Moving the whole project including all sub-projects, tasks & sub-tasks is impossible in Redmine. Or, it was impossible up until now. Some of our clients use the Gantt chart just for this sole feature: you can grab the project with a mouse, and drag it into the future (or past for that matter). This feature will save a great deal of time if you often change the due date of the whole project. In the settings, you can disable sending notifications as normally Redmine would send the same number of e-mail notifications as there are tasks.
At the very bottom, you can export your Gantt chart into PDF, PNG, MS Excel & MS Project.