The Gantt Chart: How to Make One in Workep

The automated Gantt chart is a premium feature that is available in Workep’s Growth plan and the 15-day free trial. Use the Gantt chart to visualize your tasks laid out against a timeline, see task dependencies to identify critical tasks and bottlenecks, and share your project’s progress through one-click external collaboration or by exporting it to a spreadsheet. Just follow these steps to make a Gantt chart in Workep.

How to Create a Gantt Chart in Workep

1. Sign up for the Growth plan or a 15-day free trial
2. Create a new project, name it, and select the Gantt chart view
3. Go to the next page and activate any plugins you want, as well as choose your storage location (Google Drive or Team Drive)
4. Go to the next page and choose where to save in your Drive, or leave it as “Default” to create a new folder to save to for the project
5. Search for team members to invite or choose from suggested team members and hit “Create Project”
6. OR you can activate the Gantt chart plugin in the marketplace for any existing project and switch to the Gantt chart view at any time

Getting Started with the Gantt Chart: How to Make Tasks, Subtasks, and Dependencies

Click on the arrow in the top left hand corner to expand the task list and start adding tasks. Make a taskbar shorter or longer by dragging it out from either end to change the start date, end date, or duration. Double-click and hold a taskbar to move it around anywhere you want on the timeline. 

To create subtasks, click on the taskbar to open it up, then hit the double check mark icon to start adding subtasks. You can then expand and collapse the subtasks by clicking on the first arrow that appears next to the taskbar when you hover over it with your mouse. You can also toggle subtasks on and off at the bottom of the screen.

Add dependencies by clicking on the second arrow that appears when you hover over a taskbar with your mouse. Select which tasks depend on that task, then click “Add Dependencies” at the bottom of the screen. You can still move tasks around independently of one another — the dependency arrows will adapt automatically to keep them connected on the timeline.

Multiple Ways to Share Your Gantt Chart with Anyone

There are two ways to share your Gantt chart from Workep with anyone, without them needing to sign up for Workep. The first is to share it using Workep’s powerful external collaboration capability. Do this by clicking on “Share” at the bottom of the screen, then edit the sharing permission level by clicking on the three dots next to the shareable link. You can choose whether people with the link will be able to view, comment, or edit the Gantt chart. Next, click “Turn Sharing On” and the link will automatically be copied to your clipboard, ready to send to anyone.

The second way to share your Gantt chart with anyone is by clicking “Export to Spreadsheet” at the bottom of the screen. This will automatically generate a spreadsheet report in Google Sheets and save it to the location you selected in your Drive or the project folder. The report will have a list of tasks, their start and end dates, % of progress, assignees, and a spreadsheet version of the Gantt chart. 

Summary

The automated Gantt chart in Workep is a powerful way to visualize your projects and share your project progress with external collaborators and stakeholders. Use tasks, subtasks, and dependencies to identify bottlenecks and critical tasks. Harness the power of external collaboration to help monitor the progress of your projects. Workep’s automated Gantt chart will help you start being a better project manager today!