How to configure Gantt Chart

Owned by Sathvik Dachepalli
Last updated: Sept 05, 2024 by Sarika Deokar
4 min read

Let’s learn how to make your data a Gantt Chart. Let’s go step by step and understand what to do?

Contents:

Step 1: Configuring fields and Option

  1. Click on “Configure” and Select Project field and option

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  1. Select field option which are suitable to your Gantt and your process.

  2. Select start date field and end date field which your team use to indicate.

Please make sure those fields are added in your issue create/edit screen.

  1. After making necessary configurations. Hit “Configure”.

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Step 2: Adding issues to Option

  1. Select any option and click “+” beside it.

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  2. You can Link an existing issue by clicking on Link Issue.

    1. You can select issues which should be linked to that particular phase.

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    2. You can also make JQL query to get the issues filtered according to Jira.

    3. Click “Save”.

  3. You can Create an issue by clicking on Create issue.

    1. Select any issue by selecting icon.

    2. Enter name of the issue (Summary of the issue).

    3. Click “✔️” icon to accept the creation of issue.

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    4. You can also delete the new yet to be created issue, by clicking on “…” and selecting “Delete”

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    5. At the same time, you can also configure Start date and end date for those issues.

    6. After your configuration click on “Sync” (at the top right corner) for creating those issues in Jira.

 

  1. You have the option to create a subtask for any issue within the phase. By linking issues, you can automatically include the subtasks of that particular issue in the phase.

    1. Click on the three dots and choose "Create Subtask" from the dropdown menu.

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    2. Similar to creating issues, you will have a text field available to create subtasks.

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    3. It is possible to configure both the start date and end date simultaneously.

    4. Once the configuration is complete, simply click on the "Sync" button.

 

Alright, you have started to understand the fundamentals of how to create and link an issue with configuring start date and end date.

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Step 3: Linking Issue to Issue in the same phase

  1. Click on any issue in the phase.

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  2. Click on Link Issue (This is Jira default Link issue).

  3. Select any action and select the Issues (Make sure those issues are in the same phase).

  4. Click on Link.

  5. If you don’t see the change, give it a good old refresh.

Now the issues have a red line connecting each other.

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By leveraging this approach, you can create multiple phases in a Gantt chart, including a variety of information customized to suit your needs.

Fields

In the Waterfall for Jira (WFJ) app, a Gantt chart utilizes "Start Date" and "End Date" custom fields to specify task or issue commencement and completion dates. Moreover, "Σ Original Estimate" and "Σ Remaining Estimate" fields are dedicated to task estimation. You have the flexibility to include additional fields such as Assignee, Reporter, and others, which can be generated either by you or within Jira.

 

  1. Click on Fields.

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  1. Add as many sections as necessary to improve the clarity of your tickets on the page.

  2. You can adjust the width of the fields in Gantt.

  3. Don’t forget to sync these changes.

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