This guide shows you how to expand or collapse task groups or phases in QuoteCloud’s Gantt Chart, helping you manage project timelines more efficiently.
The Expanding/Collapsing Task Groups or Phases feature in QuoteCloud's Gantt Chart lets you show or hide the tasks inside a task group or project phase. Use it to switch between a high‑level timeline view and a detailed task view so you can manage complex schedules more clearly.
The expand and collapse controls are located inside QuoteCloud’s Document Editor when you switch to the Gantt Chart view. Open a document that contains a Gantt Chart in the Document Editor to access the controls beside each task group or phase.
You can expand or collapse task groups and project phases within the Gantt Chart. Collapsing a group or phase hides its contained tasks and subtasks; expanding reveals the individual items for detailed timeline work.
Open your document in the Document Editor, switch to the Gantt Chart view, then click the expand/collapse control next to the task group or phase you want to toggle. The control switches the group between expanded (showing tasks) and collapsed (hiding tasks) so you can adjust your view.
Expanding and collapsing groups helps you focus on the level of detail you need, simplifies navigation of long timelines, and makes it easier to review high‑level milestones or drill into specific tasks. This is especially useful when creating proposals or managing work within sales quoting software and sales proposal software, where clear timelines improve client communication.
Yes. The QuoteCloud guide demonstrates how to expand and collapse task groups and phases in the Document Editor Gantt Chart, showing the controls and basic workflow so you can replicate the steps in your own documents.
When preparing quotes or proposals with QuoteCloud (quote software and proposal software), collapsing detailed tasks lets you present a clean, high‑level timeline to clients, while expanding groups allows your internal team to inspect schedules and dependencies. This makes documents easier to read for clients and more actionable for delivery teams.
First confirm you are in the Document Editor and viewing the Gantt Chart for a document that contains task groups or phases. If the controls are still not visible, refresh the document or check that the project items are configured as groups or phases. If the issue persists, consult QuoteCloud support or the full user guide for troubleshooting steps.
