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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.

153 Topics
jjmcdev
jjmcdevInspiring
asked in Product Q&A
Project Notes - Is there a way to better view embedded pictures/screenshots?

I like to document any conversation in GuideCX that I had about the project in places like email or Slack.  The frustration that there really isn’t any good way that I’ve found to do that.  If I screenshot the email or slack convo and paste in the graphic - it’s miniscule and unreadable - and there isn’t any way I’ve found to make it bigger.  Here is what it looks like - from writing the notes in the task details, or from the Notes tab This is what I am pasting in: And this is what it looks like   If I try to just copy the text and paste it - I might be able read the text but it looks even worse as it takes out any graphics I’ve included in the email and put a weird placeholder icon.What are other options that I could use?

20
jjmcdev
2 days ago
S
SCFancherNew Participant
asked in Product Q&A
How to change a project from Internal to External

I have a project created that is currently marked as an Internal project. I need to share it with my customers so they have access to it.  When I go to Add Team members on the Customer tab, it tells me I cannot add anyone because it is an Internal Project.  How can I update this so that I can now share with my clients?

191
nathanpacker
13 days ago
M
mina-fahmiNew Participant
asked in Product Q&A
Disabling Welcome Email upon project creation with recipe.

Is it possible to disable the welcome email that gets triggered if the project within GuideCX is created via the recipe builder while keeping it enabled if the user is manually added ? 

140
M
16 days ago
Amy3
Amy3New Participant
asked in Product Q&A
Pushing an External Email Back to GuideCX

Is there a way to “send” an email from my inbox to GuideCX, so that it posts to a specific project?

311
LarryGoodwin
26 days ago
LarryGoodwin
LarryGoodwinParticipating Frequently
posted in Product Q&A
Custom Email Templates - How to include specific attributes

Would like to show the following items in the weekly project summary email, but am not seeing the availability of the fields. (or just do not know how to convert them as I am copying from one template to an other :) ) Looking at how to create this section:{active milestone} {Milestone Planned End Date}{active Tasks} in a list {Planned task end date}{Assignee}{Next Milestone} {Planned Milestone Start Date} - {Planned Milestone End Date}Additionally, is there an option to show a burn down for allotted hours? - Allotted hours budget - Budget Used (actuals) - Budget forecasted/remainingWhat are the attributes names for coding into the HTML? Know these are in our reporting, but do not have the decoder-ring out of my Crackerjacks yet. 

613
chrishaleua
1 month ago
panda
pandaNew Participant
asked in 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!

874
chrishaleua
1 month ago
EHill
EHillKnown Participant
asked in Product Q&A
ETA for Return of Beta

I saw a comment on a post that this should be available again as of 4/25, but I am not seeing it. Was this delayed further?

1807
chrishaleua
1 month ago
G
Greg AbtsNew Participant
asked in Product Q&A
Salesforce Report with Status Change Info?

Salesforce is the common tool that unites many departments in our organization. Because of this, I tried to incorporate Project Level Status Change Reasons/Descriptions into a dashboard but didn’t see those details in the GuideCX Projects report. Has anyone found a good way to incorporate those details into Salesforce?

1203
chrishaleua
1 month ago
hummingbirdjames
hummingbirdjamesNew Participant
asked in Product Q&A
Issues with Customer Facing Assignments

My customer screen shared that they don’t have assignments under their name. However, when I log in, it shows that I’ve assigned tasks to them. 

1034
chrishaleua
1 month ago
C
cmelanconInspiring
asked in Product Q&A
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.

643
C
1 month ago
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 

451
C
1 month ago
MRicketts
MRickettsKnown Participant
asked in Product Q&A
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.

18515
ccrossett
1 month ago
MRicketts
MRickettsKnown Participant
asked in Product Q&A
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.

702
ccrossett
1 month ago
MRicketts
MRickettsKnown Participant
posted in Product Q&A
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.  

361
ccrossett
1 month ago
C
cmelanconInspiring
asked in Product Q&A
Discrepancies with Internal Team Members with Labs feature on vs. off

With the View As feature turned on, I attempted to remove someone from a test project, or from a role in a test project. Either activity resulted in an endlessly spinning circle on the dialog to remove them.I switched the feature off and the user did not show up on the internal team at all.I added a new user to replace them in that role and with the view as feature off was able to assign them the same role.With the feature turned on, now I show two people in that role. The original user (X in the screenshots) and the new user (4).Screenshots:View As On:  View As Off:  

601
chrishaleua
1 month ago
EHill
EHillKnown Participant
asked in 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?  

470
EHill
2 months ago
C
cmelanconInspiring
asked in Product Q&A
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.

17210
C
2 months ago
ccrossett
ccrossettCommunity Manager
asked in 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?  

490
ccrossett
2 months ago
annalise
annaliseNew Participant
asked in 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?)  

642
annalise
2 months ago
flevyhara
flevyharaNew Participant
asked in Product Q&A
Emailing A Task's Link to the Team

Hi,When sending an email to the team about a specific GuideCX task, I always include the task's link in the body of the email, so they have quick access to re-read the task's specifics.To get the link, I'm opening the task and copy/paste the URL that the browser is showing at the top bar.The resulting link is something like this:https://app.guidecx.com/app/tasks?project-id=410338a2-d261-4ad4-aced-38e66bc&edit-task=true&task-id=7c733a8f-57c4-4aab-a760-0982380bb&milestone-id=22544bcf-c118-4b5e-a922-290c86e9a412&task-type=regularI don't very much like the link I'm sending. We are also using Jira (for other purposes) and the Jira links look much better, like https://tylerjira.ourcompany.com/browse/ATI-2234 Sorry if the question is silly. Is there a better way to send the task's link, that I'm not aware of?

884
chrishaleua
2 months ago
annalise
annaliseNew Participant
asked in Product Q&A
How often to reports update?

Another PM and I were looking at report options for her stakeholders, and this report is not showing that these tasks are assigned. When I go into the report itself though, they are. She assigned owners yesterday.  Does it take a minute for the reports to update from Projects?   

922
annalise
2 months ago
S
Sumant JoshiNew Participant
asked in Product Q&A
Project/Task assignments

How do I see the name of the person a task is assigned to? How do I assign my self on a project and the tasks within?While using filter option in the Task option, I am unable to all the tasks assigned to my team members, I can only see the projects and tasks which I am assigned on.

1135
S
2 months ago
Cara
CaraNew Participant
asked in 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?

1184
harrisclarke
3 months ago
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? 

591
chrishaleua
3 months ago
rlundberg
rlundbergNew Participant
asked in 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?

802
chrishaleua
3 months ago
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