Use the Lightbox Inline Editor

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Open the Lightbox

1. Enter Edit mode by clicking the Edit button in the toolbar.

2. Double-click any task bar in the Gantt chart. The lightbox opens as an inline editor overlay.

The lightbox displays the core fields by default: Title, Assignee (the configured resource field), and Schedule — the start date, the duration, and the computed end date grouped together. A Progress field and any additional custom fields appear when they are configured (custom fields via Additional Dialog Fields in the Work Item Types Configuration). Outside Edit mode (View Mode), clicking a Work Item opens its details in the Work Item Properties sidebar (status, estimates, time spent, due date, assignees). Users with edit access can change these fields and click Save in the sidebar; Reviewers see them read-only.

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Skip View Mode with Always Edit

To open the Gantt directly in Edit mode, enable Always Edit per widget via Widget Properties > Work Items Sidebar > Always Edit (set to YES): If the Edit button is missing from the toolbar, check that Always Edit is set to NO and that Read-only is set to NO under Work Item Parameters > Advanced:

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Edit Fields in the Lightbox

The lightbox supports the following field types: Which fields are shown is configurable. Admins set the default sidebar fields for everyone via Widget Properties > Work Items Sidebar > Sidebar Fields: Individual users can personalize what they see using the Select Fields (gear) button in the sidebar. These choices apply only to that user and to all Work Items of the same type:

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Change the Parent Task

The lightbox includes a parent task dropdown that lists eligible parent tasks based on your Work Item Types Configuration. Select a new parent to reparent the task directly from the editor. Selecting “no parent” detaches the task and makes it a root-level item.

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Validate and Save

Click the 💾 Save button to persist your changes. The lightbox runs validation before saving:

• Required fields marked with a red asterisk must be filled. The save button remains disabled until all required fields have values.
• Date range validation ensures child task dates stay within the parent task’s date range. If violated, an inline error message displays the allowed parent date range.
• Numeric validation shows an inline error for non-numeric input in integer and float fields.

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Create a New Task via the Lightbox

1. Click the ➕ New dropdown in the toolbar.

2. Select the work item type to create.
3. The lightbox opens with default field values pre-populated from your configuration.
4. Fill in the required fields and click Save.

For new tasks, the save button is disabled until all required fields are completed. The delete button does not appear when creating a new task.

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Delete a Task

When editing an existing task, the lightbox displays a Delete button. Clicking it removes the task after a confirmation prompt.

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Verification

You should now see your changes reflected immediately on the Gantt chart after saving. Updated field values appear in the grid columns, and modified dates shift the task bar position on the timeline.

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See Also

• Configure Additional Fields in Create Dialog
• Track and Calculate Progress
• Use Inline Cell Editing
• Prevent Tasks from Moving Outside Parent Range