GUIDEcx Community | Community

Dive Right In

Join Onboarding Discussions

The Feed
The Questions
The Channels

MRickettsParticipating Frequently

Project Team Builder gone when View As enabled

Is it the expected behavior that the Project Team Builder functionality is removed if using the new View As functionality? If we turn on the feature, the team builder blocks are gone and they reappear if we turn off the feature. I’ve confirmed that there are project tasks in the plan that have functions assigned to them.

33 minutes ago

pandaNew Participant

Product Q&A

Customer/Project Passwords?

Good morning all,I tried searching the help center first but didn’t see an actual answer. So I found where clients can create a password but it doesn’t really work since it won’t let them create one without a “current password”. If you click on “forgot password”, you just get caught in an endless loop of email links and no actual passwords can be created. Help! Original question (answered):Can clients/customers we’ve invited to a project create a password for their project? Or can they only get to the project via the links in the emails? I’ve had a few customers mention that they haven’t seen an option to create a password and some have the experience that the email links don’t work properly (which I’ve only noticed happens whenever the system is down). But I have a few clients who prefer to set up a password. Thanks!

1 hour ago

EHillKnown Participant

Product Q&A

Help with "Status Change Reasons" Report & tracking project status changes

Hello, Ive been trying to leverage the Status Change Reasons report but noticed that it does not track when statuses are changed *from* the statuses, so we cant really track how long they were “on-hold” for.Additionally there are two cards that never have any visualization. The “Reason Group - Done” & “Change Reasons - Done”. It doesn’t appear that change reasons are available for the done section. Can anyone advise on how to get the data I’m looking for and how to use those two cards?

4 hours ago

MRickettsParticipating Frequently

Customer Roles + View As (Labs)

Not Applicable tasks display when using View As for customers assigned Compass view

Now that we’re finally able to try this out, we noticed that when doing the view as feature with a customer that is assigned to the compass view, the scroll of tasks that we’re working on also includes tasks that are set as Not Applicable in the project plan.

6 hours ago

cmelanconInspiring

Customer Roles + View As (Labs)

Extended Team page load times with View As turned on

With the View As feature enabled, the Team page for most projects now takes 2-3 minutes plus to load, versus being instantaneous with the feature turned off.The fastest I have seen one load with the feature enabled is 28 seconds. Many take 2 to 3 minutes to load. They do eventually load, I haven’t gotten an error message.Load times seem to be consistent for subsequent viewings of the team page. I will do more experimentation and share anything interesting I find.

3 days ago

cmelanconInspiring

Customer Roles + View As (Labs)

Incomplete display of large teams with View As turned on

With the View As feature turned on, I had an onboarding manager notice today that they could not see a customer team member to edit them.We have a particular project where there are a large number of people involved for, well, reasons. There are 33 team members on the customer team - visible with View As turned off: With View As turned on, there are 7 cards shown (plus the blank that showed up when I clicked Add Another Customer). The other team members are inaccessible: My manager noticed a typo in someone’s name and was unable to find them to change it. I was able to turn the feature off and find the user to edit them, but there doesn’t seem to be any indication that there are more users or means of loading more into the view.

4 days ago

MRickettsParticipating Frequently

Customer Roles + View As (Labs)

Error loading teams data

When I activated View As functionality in Labs, we now get many errors when attempting to load the project team page.Sometimes it works fine, it seems most of the time we get this error.</>ErrorSomething went wrong when loading teams data Sometimes if we just sit on the screen it eventually loads the team, sometimes not.

4 days ago

Casey WiltBrainy

Water Cooler

In-App Guided Training Platform - Are you using one?

I was talking with a colleague about basic training for new users in applications, and how a lot of websites/apps are running with tools like WalkMe, Userpilot, etc to give step-by-step training on a DIY basis. Super cool. Wanted to pick the brains of this community to see…What in-app training tool are you using? Are you using with web-based (browser access) tech, desktop, or both? What do you love/hate about it?Exploring options to bring to our team for future enhancements - thanks for any input!!

5 days ago

ccrossettCommunity Manager

Product Q&A

Project Summary Details

Hello friends, As we work on building out the new Board/Plan view we are planning to continue displaying the Project Summary Bar at the bottom of the page. Right now the plan is to display the same data and to mimic the legacy version. I am curious though if there has ever been a metric that you would want included in this bar that isn’t currently part of it? I don’t plan to overstuff it, but would be open to adding metrics if it made sense. Any thoughts or input?

5 days ago

annaliseNew Participant

Integrations Hub

Tableau Reporting?

Hi friends! My leadership is wondering if we can integrate GuideCX with our Tableau reporting. In talking to our data scientist he said “we need to know if they have an API that we can access”. Is this possible? Has anyone ever integrated with Tableau? Is there another route that I am not aware of (not via the API?)

6 days ago

MRickettsParticipating Frequently

Customer Roles + View As (Labs)

Project Team Builder gone when View As enabled

33 minutes ago

pandaNew Participant

Product Q&A

Customer/Project Passwords?

1 hour ago

EHillKnown Participant

Product Q&A

Help with "Status Change Reasons" Report & tracking project status changes

4 hours ago

cmelanconInspiring

Customer Roles + View As (Labs)

Incomplete display of large teams with View As turned on

4 days ago

Casey WiltBrainy

Water Cooler

In-App Guided Training Platform - Are you using one?

5 days ago

ccrossettCommunity Manager

Product Q&A

Project Summary Details

5 days ago

CaraNew Participant

Integrations Hub

Guide CX and Slack integration

I have intergrated Guide CX with Slack, created a new channel hoping that any internal notes added in Guide CX would appear in my newly created Slack channel to notify the right people to assist me in answering my customers questions. However this is not working. I followed what you showed on the video eg. #slack:cara but nothing came through. I’d also like to see how we can intergrate Hubspot to eliminate manual tasks and when a new customer signs wondering if this would trigger an automatic project set up in Guide CX?

27 days ago

rlundbergNew Participant

Integrations Hub

Monday.com and GUIDEcx

I'm building a recipe that creates projects from a Monday board's sub items as opposed to the item. I want to push the project ID back to the Monday board's sub items after project creation, but the Board ID field does not accept any datapills for the “Update Item by ID in Monday.com” action. The board ID for a subitem is unique so using the item’s board ID (which is static and easy to find) won’t work. Is it possible to update a Monday board subitem from Recipe Builder?

27 days ago

willpattersonInspiring

Water Cooler

Anyone using SMS to text/engage with customers during Onboarding?

The customers we support LOVE engaging via text and we see much higher response rates when we reach out via SMS instead of email or phone.We currently use Zoom Phone, but it’s been cumbersome.Difficulties in associating conversations back to the SFDC Contact If PM’s out OOO - it’s not easy to route text’s to other team members. The App doesn’t do a great job of notifying our PM’s when a text comes inI’d love to know if anyone else is using SMS within their projects and what platforms/tools you’re using! I know Guide released SMS notifications, but we’re looking specifically to reach out, engage, nudge, ask questions, etc.

27 days ago

jjmcdevInspiring

GUIDEcx Inspiration

Where/How do you all store Customer Requirements?

Hey everyone, We use GuideCX as primarily an Onboarding/Implementation project management tool. During our Kick Off Meeting with the customers we go through a slide deck with a series of Requirement Questions. For ease of viewing I use Google Slides to list the Questions. I don’t want to go out of presentation mode to stop and type up their answer - but instead will go back through the meeting transcript later to gather and document all the answers.My question is this - where do you all store your Requirements information that you gather? Our requirements are pretty simple - no need for a huge complex document. It doesn’t make any sense to go back and put it in Google Slide deck - no one will ever open that file again. I currently put it in meeting notes - in the Kick Off Task - but that also would be difficult to easily find and get back to.I was considering like a Google Sheet that is attached to the project. I think I read where I can set up with the project initiation recipe

1 month ago

Member Hub

Get started here for community guidelines, announcements, and get to know others in the ON!

Welcome + Announcements

31 posts
72 Replies

Introduce Yourself

58 posts
171 Replies

Water Cooler

67 posts
146 Replies

GUIDEcx Platform

This channel is dedicated to those who provide customer onboarding experiences powered by GUIDEcx and would like to learn, connect, and grow with others that use GUIDEcx.

Getting Started with GUIDEcx

8 posts
9 Replies

Product Q&A

75 posts
200 Replies

Integrations Hub

25 posts
55 Replies

User Tips

Explore tips and tricks from fellow Guides and the GUIDEcx team!

GUIDEcx Inspiration

64 posts
109 Replies

Onboarding Tips

75 posts
254 Replies

Events Calendar

Check out our free events

Leaderboard

Show full leaderboard

Awarded Badges widget

BriannaBacahas earned the badge Innovator
kdibblehas earned the badge Innovator
rlundberghas earned the badge Innovator
RPredmorehas earned the badge Innovator
willpattersonhas earned the badge Innovator

Show all badges

Welcome to the GUIDEcx Community!

Popular Channels

Dive Right In

Join Onboarding Discussions

Member Hub

Welcome + Announcements

Introduce Yourself

Water Cooler

GUIDEcx Platform

Getting Started with GUIDEcx

Product Q&A

Integrations Hub

User Tips

GUIDEcx Inspiration

Onboarding Tips

Events Calendar

Check out our free events

Leaderboard

Awarded Badges widget

Featured topics

Shortcuts

Product Wishlist

GUIDEu

Live Trainings and Webinars

Groups

Welcome to the GUIDEcx Community!

Popular Channels

Dive Right In

Join Onboarding Discussions

Events Calendar

Check out our free events

Leaderboard

Awarded Badges widget

Featured topics

Shortcuts

Sign up

GUIDEcx Login

GUIDEcx Login

GUIDEcx Login

Scanning file for viruses.

This file cannot be downloaded