Calendars & Gantt Charts

Add Calendar Items

Calendars help sites preview rotation of Events, synchronize daily details, and monitor due dates.

Calendars can be built for all types of purposes:
- Schedule events
- Plan projects or events
- Display closures or vacations

To add Calendar items:

Click the orange + Create Record icon
Fill in the configured Form → ex. for an Event Form:
- A. Event Type → pick the project → which is automatically color coded in the calendar
- B. Event Date/Time → required, choose the Event Start Date and Time
- C. End of Event → optional
- D. Event Name → required
- E. Event Summary → leave open for AI analysis post-event
- F. Command Center Manager → name also optional
And don't forget to select Create

Configure Calendars to specific Forms

Calendars are tied to purposely designed Forms → ex. like this Event Form

Jump to our Calendar Configuration instructions in the Configure Widgets article

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A Gantt chart is a horizontal visual timeline that shows when tasks start, how long they run, and when they end. SwitchBase supports two distinct Gantt chart types — each designed for a different operational need.

Resource Gantt

A Resource Gantt displays multiple independent items in parallel rows, with each row representing a separate resource, asset, or task. It's ideal for operational contexts where many things are happening simultaneously.

Best for maintenance schedules, staffing, equipment usage, facility bookings, resource allocation, shift scheduling

Pipeline Gantt

A Pipeline Gantt displays a single project or workflow as a continuous series of phases or stages along one horizontal timeline. Each segment in the bar represents a step in the sequence — making it easy to see how a project progresses from start to finish.

Best for project planning, event production timelines, multi-phase workflows

Configure the Two Gantt Charts

Both Gantt Charts require a purposely designed Form with certain configurable Fields:

A. Form Data → ex. Maintenance Projects
B. Event Source → ex. Start / End date fields
C. Start Date Field → ex. Start Date
D. End Date Field → ex. Target End Date (Optional)
E. Event Label Field → ex. Description
F. Color Form → ex. Type (Optional)

Where Configurations Diverge

The two types of Gantt Charts mostly differ in how their Rows are configured.

For example, the Row Layout setting for a Resource Gantt can be very simple. A single Row for each Record is all you need to worry about.

The Rows for a Pipeline Gantt require a little more configuring. For instance:

A. Row Layout → ex. Group by Field
B. Group By → ex. Name of Project

Example: Configure a Resource Gantt

To configure and edit a Resource Gantt Chart:

Select the Edit pencil icon
Configure (or update) your widget. For example:

A. Form Data → ex. Maintenance Projects
B. Event Source → ex. Start / End date fields
C. Start Date Field → ex. Start Date
D. End Date Field → ex. Target End Date (Optional)
E. Event Label Field → ex. Description
F. Color Form → ex. Type (Optional)
G. Row Layout → ex. One row per record
H. Default View → ex. Week
I. Note: Click Remove Widget → if you make a mistake and need to start over

About the Form

Remember, you must first have a Form that supports the necessary configurable Fields.

Map the letters A, C, D, E and F to Step 2 above

Your Form must have all the elements needed to generate the Gantt Chart, including:

A. Form Data → ex. Maintenance Projects

C. Start Date Field → ex. Start Date

D. End Date Field → ex. Target End Date (Optional)

E. Event Label Field → ex. Description

F. Color Form → ex. Type (Optional)

Combine Gantts, Calendars & Tables

You can use the same Forms to generate Calendar, Records Table, and Gantt Chart Widgets and get three perspectives on the same project.

For example, if we filter just 1 project, an Annual Seat Inventory, can see:

A. Project Filter
B. Pipeline Gantt view
C. Calendar view (monthly)
D. Project Records Table
E. Project Records as Related Fields