Gantt Chart
The gold standard of project planning - now in Salesforce.
Say goodbye to toggling between spreadsheets and external tools. GridMate’s Gantt Chart brings enterprise-grade project visualization into Salesforce, with the seamless UX and real-time flexibility you need to move faster, stay aligned, and keep everything connected.
Plan visually.
Execute effortlessly.
See the big picture, control the details.
- Visualize tasks, projects, and milestones in a clean, collapsible hierarchy
- Monitor progress with built-in indicators
- Track dependencies with drag-to-link visuals
- Reschedule with drag-and-drop ease directly in the timeline
Create as you go.
- Start a new project, and new groups, or individual tasks without switching views
- Use the sidebar for the creation and the timeline for adjustment of tasks
- Pin unscheduled tasks, apply locked dates, or override start/end dates
Filter, focus, and fine-tune.
- Apply powerful filters across task fields and types
- Save and reuse custom filter sets for focused project views
- Zoom in or out with daily, weekly, monthly, quarterly, or yearly views
Smarter links. Smoother schedules.
- Add dependencies visually with drag-to-link
- Support multiple dependency types with lag management and conflict detection
Reorder with logic. Scroll with instinct.
- Move tasks left or right to adjust hierarchy levels—promote or demote with a keystroke
- Move tasks up or down to reorder within the same level for cleaner sequencing
- Turn on horizontal scroll to automatically follow task clusters—no matter where they sit on the timeline
See the Gantt Chart
in action!
See how teams plan better with Gantt Charts in Salesforce.
Frequently Asked Questions
Can I use GridMate internally at a discounted rate?
Yes. We offer discounted internal licenses to partners for hands-on use and demos.
If I install the GridMate package for all users, do I need to assign GridMate permission set(s) for each new user going forward?
Yes. The GridMate permission sets grant access to Apex classes, Visualforce pages, objects, and other components. When you first install the package and choose “Install for All Users,” these settings are automatically applied to existing users.
However, when new users are added later, you must manually assign the appropriate permission set. GridMate access is managed entirely through permissions, so assigning the permission set is highly recommended.
GridMate User
This is the base permission set required for any user who needs access to GridMate components (except User Grids). It includes object and field access, as well as Apex classes. Each GridMate user should have this permission.
GridMate Advanced User
This permission set is used to grant access to User Grids. Its purpose is for advanced users who require permission to create their own grids.
GridMate Admin
This permission set is used for Business Analysts to have access to the config wizard, inline configuration and SOQL Preview buttons. It's applicable only if they don't have access to the setup.
GridMate Cockpit User
The GridMate Cockpit User permission set allows users to manage all GridMate settings in one place - including grid-level field access, action controls, and component visibility. It grants access to the Cockpit tab and its features.
Can the record Id be passed to a GridMate component on Experience Cloud?
Yes. GridMate supports this functionality. You can define the recordId property using the syntax "{!recordId}".
Are GridMate grids supported on the Salesforce Mobile App?
Absolutely! Here's what we recommend:
- Duplicate the existing grid in your Salesforce Org. This duplicated grid should be specifically configured for access by mobile users.
- Set a unique name that clearly identifies it as a mobile-friendly grid.
There are two key considerations when it comes to accessing grids on mobile devices:
Set the width for each column – This allows users to scroll horizontally.
Refer to column width specification here.
Set the height of the grid – This enables vertical scrolling.
Refer to the height specification here.
Note: We will be introducing a new component called ‘Mobile Grids’, which will be optimized specifically for mobile phones.
How long does it take to get set up?
You can be up and running in minutes, and creating real value for your customers in just a few days. The setup is fast, and the wins come even faster.
Got any more
questions?
