Use Gantt View Add/Delete Record with 3 how-to topics, including 3 free topics and 0 membership-related topics, and jump from the index to the exact workflow you need.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Add a record from the toolbar button | Free |
| 2 | 2. Add a record from the bottom button | Free |
| 3 | 3. Delete a record | Free |
How-to Guide
1. Add a record from the toolbar button
Entry path: Top toolbar → + Add Record
- In Gantt view, click + Add Record on the top toolbar.
- The Add Record details panel opens on the right side.
- Enter the values for each field.
- If you need more fields, click Hidden Fields to expand them.
- If you want to keep adding records, select Continue adding after submit.
- Click OK to create the record.
Success Criteria
- Interface result: The details panel opens and accepts field input.
- Next action available: After you click OK, the new record appears in the Gantt view.
Tips While Using
- For repeated entry, enable Continue adding after submit before saving.
- If the table contains many fields, confirm key date fields before submitting.
2. Add a record from the bottom button
Entry path: Bottom of Gantt view → +
- In Gantt view, scroll to the bottom of the record list.
- Click the + button below the last row.
- Enter values directly in the new empty row.
- Confirm that the date fields are filled so the record can appear on the timeline.
Success Criteria
- Interface result: A new editable empty row appears.
- Next action available: After entry is complete, the record can be viewed in the list and on the timeline.
Tips While Using
- This method is useful for quick entry when you do not need the full details panel.
- If the record does not appear as a timeline bar, check whether the start and end date fields are configured and filled.
3. Delete a record
Entry path: Gantt view → right-click a record row → Delete Record
- In Gantt view, right-click the record row that you want to remove.
- Click Delete Record in the menu.
- If the deletion was accidental, press Ctrl+Z right away to undo it.
- If the page has already been closed, check whether your team uses a history or recovery workflow.
Success Criteria
- Interface result: The selected record is removed from the current Gantt view.
- Next action available: The timeline and record list update together.
Tips While Using
- Deleting a record affects what collaborators see, so confirm the target row before removing it.
- Use Undo as soon as possible after an accidental deletion.