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Getting Started with GUIDEcx

This channel is for users looking for guidance and resources to learn the ropes of implementing GUIDEcx

  • 9 Topics
  • 10 Replies
9 Topics
Iyin.S
Iyin.SNew Participant
asked in Getting Started with GUIDEcx
Internal Tasks

Why can’t I set a task from Regular to Internal in Guidecx

811
C
Submittable Maven
Submittable MavenNew Participant
asked in Getting Started with GUIDEcx
Is there a limit to the number of Projects that a client can join?

Is there a limit to the number of Projects that a client can join?

1311
chrishaleua
annalise
annaliseNew Participant
asked in Getting Started with GUIDEcx
Can you add a customer logo after the project template has been created?

Hi there, I feel like a crazy person because this answer feels like it should be obvious. I created a new Project from a template and skipped over uploading a logo assuming I could do it later when I have more time and now I can’t figure out how to do it. Is it even possible? When I go to Edit Project Details I don’t see this as a possibility, but I am still relatively new to the platform and definitely not an expert yet! Thanks in advance! Best, Anna Lise

1843
annalise
emaynez
emaynezCommunity Manager
posted in Getting Started with GUIDEcx
What kind of resources would be helpful to empower your customers?

I need your help! I want to build resources that you can use to help your internal teams and customers navigate their onboarding projects easier. Can you comment on this thread with things that would help you? Here’s a sample of what I’m talking about. This is a product tour designed for YOUR customers when they are given the Compass view. https://app.demoboost.com/demo/lq2sp8ic

2293
Greg Abts
emaynez
emaynezCommunity Manager
published in Getting Started with GUIDEcx
GUIDEu - Which courses have you completed?

GUIDEu is our online academy filled with bite-size courses (no more than 30 minutes per course) that can help you: Learn Project Management Best Practices Explore how GUIDEcx works (Trailhead) Discover Template Building Pro Tips and more! You can access GUIDEu from clicking on the GUIDEu tile in GUIDEcx. GUIDEchallenge #3: Let’s hear in the comments below which GUIDEu courses you’ve completed!

2560
emaynez
emaynez
emaynezCommunity Manager
posted in Getting Started with GUIDEcx
🚨 I need your help🚨 What were some of the first questions you had when you started with GUIDEcx?

I’m working on building an in-app onboarding flow for GUIDEcx complete with weekly tips. Some of the tips I have in the works are: “How Inviting customers speeds up TTV” “Using filters to audit your projects” “Using reports to know what needs your attention” The goal is to create videos for our users by our users. In planning out what tips we share in the first 90 days of a new user’s experience, I need your help answering this: “What were some of the first questions you had in your first 90 days?” Your response might be featured in a weekly pro-tip! So please, let loose! Special Request from Elan: No questions are off limits. If you think it’s too basic, please put it down. Even if someone else put something you were going to write, please add it. That tells me how many people are wondering the same thing. Go crazy with it! Don’t hesitate to blow up my inbox with notifications with all the questions you throw down. My goal is to create an experience that makes it so you don’t have to

2922
emaynez
emaynez
emaynezCommunity Manager
posted in Getting Started with GUIDEcx
What helped with learning the GUIDEcx ropes?

Did you know that GUIDEcx offers: A robust Help Center that covers Best Practices and FAQ’s Free instructor-led masterclasses On-demand learning modules What are some resources that you found helpful in learning GUIDEcx?

1070
emaynez
emaynez
emaynezCommunity Manager
posted in Getting Started with GUIDEcx
How was your onboarding experience at GUIDEcx?

I’d love to hear how your onboarding experience with GUIDEcx went! What went well, what did you not anticipate, what surprised you in a good way? Let me know in the comments below!

1040
emaynez
emaynez
emaynezCommunity Manager
posted in Getting Started with GUIDEcx
Why did you buy GUIDEcx?

Investing in a new software is a big deal. From choosing Gmail vs. Outlook it can get crazy. That’s why we’re grateful you partnered with us. We’re committed to getting you results, but in order to do that I want to see which results everyone is looking for! Let me know in the poll below which results you’re looking for!

1480
emaynez

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