Use Gantt View Add/Delete Record with 3 how-to topics: add a record from the bottom toolbar, add a record from the timeline entry, and manage or delete a record; all 3 topics are available without membership.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Add a Record from the Bottom Toolbar | Free |
| 2 | 2. Add a Record from the Lower-Left Timeline Entry | Free |
| 3 | 3. Manage and Delete a Record | Free |
How-to Guide
1. Add a Record from the Bottom Toolbar
Entry: Gantt View → Bottom Toolbar → Add Record
- Open the target spreadsheet and switch to the Gantt view.
- Tap Add Record on the bottom toolbar.
- Enter the required field content in the pop-up window.
- Tap Confirm Add to create the record.
- Check whether the new task bar appears on the Gantt timeline.
Success Criteria
- Interface result: A new task bar appears in the Gantt chart after the record is created.
- What you can do next: You can open the record again to complete more fields or continue adjusting other tasks.
Tips While Using
- Common mistake: If key date fields are not filled in, the task bar may not display completely.
- Environment note: Keep the network stable when the spreadsheet is syncing online data.
2. Add a Record from the Lower-Left Timeline Entry
Entry: Gantt View → Lower-Left Timeline Area → Add Record
- Locate the timeline area in the Gantt view.
- Tap Add Record in the lower-left area of the timeline.
- Enter the required field content in the pop-up window.
- Tap Confirm Add to finish creating the record.
- Return to the Gantt chart and confirm that the new record appears in the current view.
Success Criteria
- Interface result: The new record is visible in the current Gantt view after it is added.
- What you can do next: You can continue adding the next record right away.
Tips While Using
- Common mistake: Tapping another timeline area by mistake may prevent the add window from opening.
- Environment note: You need permission to add records in the current spreadsheet.
3. Manage and Delete a Record
Entry: Tap a Card → Record Details → Edit → Delete
- Tap the target card in the Gantt view to open the record details page.
- Tap Edit in the upper-right corner to open the editing page.
- Update the record content as needed.
- Tap Delete in the upper-right corner.
- Confirm the deletion and wait for the record to disappear from the Gantt view.
Success Criteria
- Interface result: After confirmation, the target record no longer appears in the Gantt chart.
- What you can do next: You can return to the view and continue managing other records.
Tips While Using
- Common mistake: Deleting a valid task before checking the record carefully.
- Environment note: Deleting a record usually requires edit permission.