> ## 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.

# Toolbar Actions and Keyboard Shortcuts

> Nextedy GANTT provides a toolbar with actions for editing, navigation, visualization, and data management.

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>;
};

<Info title="Verify in application">
  This page documents toolbar actions derived from source code. Some actions may vary depending on your Gantt version and configuration.
</Info>

## Edit Mode Actions

| Action        | Icon | Visibility                              | Description                                                                                            |
| ------------- | ---- | --------------------------------------- | ------------------------------------------------------------------------------------------------------ |
| Edit          |      | `readonly=false` and `alwaysedit=false` | Enters Gantt edit mode, enabling task drag, resize, and creation                                       |
| Close Editing | ❌    | In edit mode, `alwaysedit=false`        | Exits edit mode and returns to view-only display                                                       |
| Save          | 💾   | Edit mode with unsaved changes          | Saves all pending task and dependency link changes to Polarion. Shows a progress indicator during save |
| Undo          |      | Edit mode                               | Reverses the last change (up to `undo_steps` operations, default 10)                                   |
| Redo          |      | Edit mode                               | Reapplies the last undone change                                                                       |

<Tip title="Always Edit Mode">
  When `alwaysedit` is `true`, the Gantt opens directly in edit mode. No Edit/Close buttons appear. When `hideToolbar` is `true`, a floating save button appears instead of the full toolbar.
</Tip>

## Task Creation

| Action        | Icon | Visibility                                           | Description                                                                                   |
| ------------- | ---- | ---------------------------------------------------- | --------------------------------------------------------------------------------------------- |
| New work item | ➕    | Edit mode, at least one type has `enableCreate=true` | Opens a dropdown to select the work item type, then creates a new task and opens the lightbox |

The new task dropdown lists all configured work item types that have `enableCreate` set to `true`. Each entry shows the type icon and name.

## Navigation Actions

| Action       | Icon | Location                   | Description                                                   |
| ------------ | ---- | -------------------------- | ------------------------------------------------------------- |
| Go to today  |      | Toolbar and hamburger menu | Scrolls the Gantt chart horizontally to show the current date |
| Expand all   |      | Toolbar                    | Expands all task groups in the Gantt grid                     |
| Collapse all |      | Toolbar                    | Collapses all task groups in the Gantt grid                   |
| Search       |      | Toolbar                    | Text input field for filtering work items by ID or title      |

## Visualization Toggles

| Action                  | Icon | Toolbar Label        | Description                                                     |
| ----------------------- | ---- | -------------------- | --------------------------------------------------------------- |
| Toggle critical path    |      | Critical Path        | Highlights the longest dependency chain in red when enabled     |
| Toggle dependency links |      | Show Links           | Shows or hides dependency link arrows between tasks             |
| Toggle drag children    |      | Drag Children        | When enabled, child tasks move with their parent during drag    |
| Toggle auto-scheduling  |      | Auto Schedule        | Enables automatic date recalculation based on dependency links  |
| Toggle resource hiding  |      | Hide Empty Resources | Hides resource rows with no assigned tasks in the resource view |

## Data Actions

| Action                  | Icon | Description                                                                                          |
| ----------------------- | ---- | ---------------------------------------------------------------------------------------------------- |
| Refresh                 | 🔄   | Reloads Gantt data from the server. Preserves scroll position and selected task                      |
| Mark Differences        |      | Marks work items with unsynchronised derived dates as modified                                       |
| Clear Calendar Cache    |      | Clears the server-side working calendar cache and reloads. Only visible when `useCalendarCache=true` |
| Print / Export to Image |      | Opens the export panel for PNG export or printing                                                    |

## Page Parameters

| Action          | Icon | Visibility          | Description                                                           |
| --------------- | ---- | ------------------- | --------------------------------------------------------------------- |
| Page Parameters | ⚙️   | Maximized view only | Opens the widget parameter editor panel for runtime parameter changes |

<Note title="Maximize Requirement">
  The Page Parameters button only appears when the Gantt is in maximized/fullscreen view. Use the `MaximizeGanttView` URL parameter to control this behavior. See [URL Parameters Reference](/gantt/reference/url-parameters).
</Note>

## Hamburger Menu

The hamburger menu (☰) in the first grid column header provides quick access to common actions:

| Menu Item         | Description                                                              |
| ----------------- | ------------------------------------------------------------------------ |
| Refresh           | Reloads Gantt data from the server                                       |
| Drag children     | Toggle for moving children with parent                                   |
| Go to today       | Scrolls the timeline to the current date                                 |
| Set scale         | Submenu for selecting zoom level (Hour, Day, Week, Month, Quarter, Year) |
| Column visibility | Submenu with checkboxes to show/hide individual grid columns             |
| Help              | Opens the Gantt documentation site                                       |

## Context Menu Actions

| Trigger                         | Location           | Actions                                                        |
| ------------------------------- | ------------------ | -------------------------------------------------------------- |
| Right-click on column header    | Grid column header | Column visibility checkboxes for all configured columns        |
| Right-click on timescale header | Timeline header    | Scale selector and Go to today                                 |
| Shift + right-click             | Anywhere           | Bypasses the custom context menu and shows the browser default |

## Mouse Interactions

| Interaction           | Edit Mode Required | Description                                                            |
| --------------------- | ------------------ | ---------------------------------------------------------------------- |
| Drag task bar         | Yes                | Moves the task to a new date range                                     |
| Drag task bar edge    | Yes                | Resizes the task duration                                              |
| Drag link handle      | Yes                | Creates a dependency link between two tasks by connecting link circles |
| Click task bar        | No                 | Selects the task and shows details in the sidebar panel                |
| Double-click task bar | Yes                | Opens the lightbox for inline field editing                            |

## Footer Information

| Element             | Description                                                  |
| ------------------- | ------------------------------------------------------------ |
| Version number      | Displays the installed Gantt version in the footer           |
| Items info          | Shows the count of visible versus total task rows            |
| Filter icon         | Appears when items are hidden, with a tooltip explaining why |
| Error indicator     | Appears when configuration or data errors are detected       |
| Admin settings link | Gear icon linking to Gantt administration settings           |

## Configuration Example

Disable dependency link creation via the Gantt Config Script:

```javascript theme={null}
gantt.config.drag_links = false;
```

Set the undo depth via the Gantt Config Script:

```javascript theme={null}
gantt.config.undo_steps = 20;
```

## Related Pages

* [Zoom and Scale Levels Reference](/gantt/reference/zoom-scale-levels) -- zoom level details and persistence
* [URL Parameters Reference](/gantt/reference/url-parameters) -- `MaximizeGanttView` and other URL parameters
* [Work Items Gantt Widget Parameters](/gantt/reference/widget-parameters/work-items-gantt) -- `readonly`, `alwaysedit`, and toolbar configuration
* [Gantt Config Script API](/gantt/reference/api/config-script-api) -- scripting overrides for toolbar behavior

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