Gantt, Kanban, and List Views

Choose the right view to plan, track, and report work.

Different roles need different perspectives. Project managers plan in Gantt, team members execute in Kanban, and analysts review in List. Each view in Project Insight uses the same live project data—so any update in one view is immediately reflected across all others.

3 view options

Gantt view

• Displays the timeline of all project tasks, start and end dates, dependencies, and milestones.

• Drag-and-drop editing lets you adjust durations or dependencies directly.

• Ideal for scheduling, forecasting, and critical path management.

• Shows predecessors and successors visually so teams can track cascading impacts.

• Updates in Gantt automatically sync to the task list, Kanban, and reporting dashboards.

Best used by: project managers, schedulers, or PMO analysts planning timelines.

Kanban view

• Presents tasks as cards grouped by status or owner.

• Cards can be dragged between columns to change workflow stages (e.g., Not Started → In Progress → Done).

• Updates the task’s status and percent complete in real time.

• Great for daily stand-ups, sprint tracking, or ad hoc team work.

• Filters allow you to show just your tasks, your team’s tasks, or specific categories.

Best used by: agile teams, individual contributors, and team leads managing flow.

List view

• A spreadsheet-like grid showing all task fields, including status, owner, start/end dates, and durations.

• Columns can be added, hidden, sorted, or filtered for customized reporting.

• Supports bulk edits, exports, and inline updates for quick data cleanup.

• Perfect for administrators and analysts reviewing large project sets or preparing reports.

Best used by: admins, coordinators, or anyone reconciling or validating project data.

More ways to view your work

Project Insight offers over 20 configurable views across projects, programs, and portfolios, including:

• Calendar View – see timelines by date and capacity.

• Work List – focus on what’s due today, this week, or overdue.

• Resource View – understand workload balance across the team.

• Program & Portfolio Views – track progress and performance across multiple initiatives.

• Reports & Dashboards – turn project data into visual KPIs and real-time insights.

All views are connected, so updates in one appear everywhere else—giving you a complete, dynamic picture of org-wide work.

How to switch between views

1. Open a project.

2. Click the Views dropdown at the top of the Task List.

3. Choose Gantt, Kanban, List, or any available view.

4. Project Insight will remember your last-used view when you return.

Best practices

• Choose the view that matches your day-to-day work—PMs plan in Gantt, team members execute in Kanban, and analysts report from List.

• Save preferred filters or layouts as your personal default view.

• Review dependencies and workloads weekly to keep projects on track.

• Use portfolio-level views to connect execution with strategy.

• Encourage each team to collaborate in the format that helps them work best—because every view shows the same live data.