> ## Documentation Index
> Fetch the complete documentation index at: https://learn.nextedy.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Use the Lightbox Inline Editor

> Edit work item fields directly from the Nextedy GANTT chart using the lightbox, without navigating to the Polarion work item form.

export const LastReviewed = ({date}) => {
  if (!date) return null;
  const formatted = new Date(`${date}T00:00:00Z`).toLocaleDateString("en-US", {
    year: "numeric",
    month: "long",
    day: "numeric",
    timeZone: "UTC"
  });
  return <p className="mt-10 text-sm text-gray-400 dark:text-zinc-500 not-prose">
      Last reviewed on {formatted}
    </p>;
};

## Open the Lightbox

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

<Frame>
  <img src="https://mintcdn.com/none-17b4493f/E5md2k2_IvgOAoTX/gantt/images/48001276034/1.jpeg?fit=max&auto=format&n=E5md2k2_IvgOAoTX&q=85&s=8b3c73d601478b8ab17ce3b77040f165" alt="Gantt toolbar with the Edit button used to enter Edit mode for inline editing" width="2834" height="912" data-path="gantt/images/48001276034/1.jpeg" />
</Frame>

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

<Frame>
  <img src="https://mintcdn.com/none-17b4493f/E5md2k2_IvgOAoTX/gantt/images/48001276034/6.gif?s=372cc6b507f65384c710c06422bd2c6c" alt="Clicking an existing task in Edit mode opens the lightbox dialog with editable fields" width="2010" height="1294" data-path="gantt/images/48001276034/6.gif" />
</Frame>

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.

<Frame>
  <img src="https://mintcdn.com/none-17b4493f/E5md2k2_IvgOAoTX/gantt/images/48001276034/2.png?fit=max&auto=format&n=E5md2k2_IvgOAoTX&q=85&s=827fa4cd3ac54e872d65901b54a49307" alt="View Mode Work Item Properties sidebar showing a work item's status, estimates, and assignees after clicking it in the Gantt chart" width="2834" height="912" data-path="gantt/images/48001276034/2.png" />
</Frame>

### 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**):

<Frame>
  <img src="https://mintcdn.com/none-17b4493f/E5md2k2_IvgOAoTX/gantt/images/48001276034/7.png?fit=max&auto=format&n=E5md2k2_IvgOAoTX&q=85&s=e865a4e56aefbdbce0b47ddbd079b8fb" alt="Always Edit option set to YES in Widget Properties under Work Items Sidebar" width="421" height="160" data-path="gantt/images/48001276034/7.png" />
</Frame>

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**:

<Frame>
  <img src="https://mintcdn.com/none-17b4493f/E5md2k2_IvgOAoTX/gantt/images/48001276034/8.png?fit=max&auto=format&n=E5md2k2_IvgOAoTX&q=85&s=2a770b658ced7dd826d5ebfa83f77231" alt="Settings to check when the Edit button is missing: Always Edit and Read-only both set to NO" width="421" height="384" data-path="gantt/images/48001276034/8.png" />
</Frame>

## Edit Fields in the Lightbox

The lightbox supports the following field types:

| Field Type        | Input Control      | Notes                                           |
| ----------------- | ------------------ | ----------------------------------------------- |
| `TEXT`            | Text input         | Single-line string values                       |
| `INTEGER`         | Numeric input      | Validates integer-only input                    |
| `FLOAT`           | Numeric input      | Accepts decimal values                          |
| `DATE`            | Date picker        | Day/month/year selectors                        |
| `DATETIME`        | Date + time picker | Includes time selector in hour-precision mode   |
| `DURATION`        | Duration input     | Polarion work-time notation (e.g., `2d 4h 30m`) |
| `SELECT`          | Dropdown           | Single enumeration value                        |
| `MULTISELECT`     | Multi-picker       | Multiple enumeration values                     |
| `SINGLE_CHECKBOX` | Checkbox           | Boolean toggle                                  |
| `RICH_TEXT`       | Text area          | Multi-line text                                 |

<Tip title="Fractional duration notation">
  The duration field accepts fractional input such as `1 1/2d 10h`. The value is normalized and stored after save. Invalid formats trigger an inline "Invalid format" error message.
</Tip>

Which fields are shown is configurable. Admins set the default sidebar fields for everyone via **Widget Properties > Work Items Sidebar > Sidebar Fields**:

<Frame>
  <img src="https://mintcdn.com/none-17b4493f/E5md2k2_IvgOAoTX/gantt/images/48001276034/3.png?fit=max&auto=format&n=E5md2k2_IvgOAoTX&q=85&s=8908769d01ac843a2e5aba266cc91506" alt="Configuring default sidebar fields in Widget Properties under Work Items Sidebar" width="894" height="274" data-path="gantt/images/48001276034/3.png" />
</Frame>

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:

<Frame>
  <img src="https://mintcdn.com/none-17b4493f/E5md2k2_IvgOAoTX/gantt/images/48001276034/4.png?fit=max&auto=format&n=E5md2k2_IvgOAoTX&q=85&s=adf8ba223183f11d67ef0f2f46590042" alt="Select Fields gear button used to personalize which sidebar fields a user sees" width="652" height="532" data-path="gantt/images/48001276034/4.png" />
</Frame>

## 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.

## 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.

<Warning title="Parent bounds constraint">
  If you set a duration or date range that places the task outside its parent's boundaries, you will see the error message "cannot be scheduled outside" and the save button is disabled. Adjust the dates or remove the parent assignment to resolve this.
</Warning>

## Create a New Task via the Lightbox

1. Click the ➕ **New** dropdown in the toolbar.

<Frame>
  <img src="https://mintcdn.com/none-17b4493f/E5md2k2_IvgOAoTX/gantt/images/48001276034/5.png?fit=max&auto=format&n=E5md2k2_IvgOAoTX&q=85&s=460207775372558b5eacfff64b8f32d5" alt="Using the +New button in Edit mode to add a new Work Item" width="799" height="707" data-path="gantt/images/48001276034/5.png" />
</Frame>

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.

## Delete a Task

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

<Info title="Verify in application">
  The delete behavior depends on your Gantt configuration. Verify whether deletion removes the work item itself or only the dependency link.
</Info>

## 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.

## See Also

* [Configure Additional Fields in Create Dialog](/gantt/guides/editing/additional-dialog-fields)
* [Track and Calculate Progress](/gantt/guides/editing/progress-tracking)
* [Use Inline Cell Editing](/gantt/guides/editing/inline-cell-editing)
* [Prevent Tasks from Moving Outside Parent Range](/gantt/guides/scheduling/prevent-moving-out-of-parent)

<LastReviewed date="2026-07-07" />
