> ## 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.

# Configure the Toolbar and Menus

> Customize the Nextedy GANTT toolbar buttons, context menus, and hamburger menu to match your team's workflow and hide unused controls.

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>;
};

## Toolbar Overview

The Gantt toolbar contains the following button groups, each conditionally visible based on your configuration:

| Button                                   | Visibility Condition                                   | Description                                                                                                                                                            |
| ---------------------------------------- | ------------------------------------------------------ | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Edit** / **Close Editing**             | Hidden when `readonly=true` or `alwaysedit=true`       | Enters or exits edit mode                                                                                                                                              |
| 💾 **Save**                              | Visible in edit mode only                              | Persists pending edits to Polarion                                                                                                                                     |
| **Undo** /  **Redo**                     | Visible in edit mode only                              | Reverses up to `undo_steps` changes (default: 10)                                                                                                                      |
| ➕ **New**                                | Visible when at least one type has `enableCreate=true` | Dropdown to create new work items or plans of an enabled type                                                                                                          |
| **Collapse All** / **Expand All**        | Always visible                                         | Collapses or expands all parent rows in the grid                                                                                                                       |
| 🔍 **Zoom In** / **Zoom Out**            | Always visible                                         | Steps the timeline scale in or out                                                                                                                                     |
| **Go to Today**                          | Always visible                                         | Scrolls the timeline to today's date                                                                                                                                   |
| **Filter by Item**                       | Visible when items are selected                        | Filters the chart to the selected work items and their related items (parents, children, and dependencies)                                                             |
| **Search**                               | Always visible                                         | Text filter by work item ID or title                                                                                                                                   |
| **Fit to Page**                          | Always visible                                         | Fits the Gantt to the available working area                                                                                                                           |
| **Compare with History**                 | Always visible                                         | Compares the current schedule against a previous (historical) version of the items                                                                                     |
| **Toggle Automated Scheduling**          | Visible in edit mode                                   | Turns auto-scheduling on/off, so moving a predecessor reschedules its successors (see [Configure Auto-Scheduling](/gantt/guides/scheduling/configure-auto-scheduling)) |
| **Toggle Critical Path Visualization**   | Visible in edit mode                                   | Highlights the critical path (the longest dependency chain)                                                                                                            |
| **Toggle Dragging Children with Parent** | Visible in edit mode                                   | Whether moving a parent also moves its children (mirrors the hamburger-menu option)                                                                                    |
| **Toggle Hide No-Task Resources**        | Visible when the resource view is shown                | Hides resource rows that have no allocated tasks                                                                                                                       |
| **Refresh**                              | Always visible                                         | Reloads Gantt data from the server (also in the hamburger menu)                                                                                                        |
| **Print / Export**                       | Always visible                                         | Opens the export panel for PNG or print                                                                                                                                |
| **Mark Differences**                     | Visible with derived schedule types                    | Highlights items with unsynchronized dates                                                                                                                             |
| **Clear Calendar Cache**                 | Visible when `useCalendarCache=true`                   | Clears server-side calendar cache and reloads                                                                                                                          |
| ⚙️ **Parameters**                        | Visible in maximized view only                         | Opens the Page Parameters panel                                                                                                                                        |

<Info title="Verify in application">
  The exact set of visible toolbar buttons depends on the widget configuration, the installed version, and whether the resource view is enabled. Button labels above match the in-product tooltips. Hover any toolbar icon to confirm its action in your installation.
</Info>

## Hide the Toolbar Entirely

Set the widget parameter `hide_toolbar` to `true` to hide the complete toolbar. You can also set this as a default via the configuration property:

```
nextedy.gantt.workitems.default.hide_toolbar=true
```

<Tip title="Per-widget override">
  The widget parameter value overrides the global configuration property. Set `hide_toolbar=false` on a specific widget to show the toolbar even when the global default hides it.
</Tip>

## Configure Edit Mode Behavior

Control how editing works using two widget parameters:

* **`readonly`**: Set to `true` to disable all editing. The Edit button is hidden, and drag, resize, and add-task operations are blocked.
* **`alwaysedit`**: Set to `true` to keep the Gantt permanently in edit mode. The Edit/Close buttons are removed, and tasks are immediately draggable.

<Warning title="Readonly and alwaysedit conflict">
  If both `readonly` and `alwaysedit` are set to `true`, the Gantt operates in read-only mode. The `readonly` flag takes precedence.
</Warning>

## Configure the New Button

The ➕ **New** dropdown lists all work item types that have `enableCreate` set to `true` in the Work Item Types Configuration. Each type appears with its icon and name.

To hide the New button entirely, ensure no work item type has `enableCreate=true`, or set the `EnableCreateNew` flag to `false`.

## Use the Hamburger Menu

Click the ☰ hamburger icon in the first grid column header to access quick actions:

* **Refresh** -- Reloads Gantt data from the server
* **Drag children with parent** -- Toggles whether child tasks move with their parent
* **Go to today** -- Scrolls the timeline to today's date
* **Set scale** -- Submenu to change the zoom level (Day, Week, Month, Quarter, Year; **Hour** appears only when the widget is in High Precision (Hours) mode)
* **Column visibility** -- Submenu with checkboxes to show or hide individual grid columns
* **Help** -- Opens the Gantt documentation site

## Use Context Menus

Right-click on different areas of the Gantt chart for context-specific menus:

* **Column header** -- Right-click to show/hide columns via checkboxes
* **Timeline header** -- Right-click to change the zoom scale or navigate to today

<Tip title="Browser context menu">
  Hold **Shift** while right-clicking to bypass the Gantt context menu and access the browser's default context menu.
</Tip>

## Configure the Parameters Button

The ⚙️ **Parameters** button appears in the toolbar only when the Gantt is in maximized (fullscreen) view. It opens a scrollable modal dialog where you can modify all widget parameters without editing the wiki page source.

To force non-maximized mode via URL, append `?MaximizeGanttView=false`.

## Verification

You should now see only the toolbar buttons relevant to your configuration. If you set `hide_toolbar=true`, the toolbar area should be completely hidden. If you configured `alwaysedit=true`, task bars should be immediately draggable without clicking Edit.

## See Also

* [Use Fullscreen and Maximize Mode](/gantt/guides/layout/fullscreen-mode)
* [Configure Page Parameters](/gantt/guides/layout/page-parameters)
* [Manage Column Visibility](/gantt/guides/visualization/column-visibility)
* [Use Undo and Redo](/gantt/guides/editing/undo-redo)

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