Getting Started with GUIDEcx

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

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

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

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

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 lose t

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

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!