GUIDEcx Platform

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.

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?  

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?)  

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?

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?   

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.

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?

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

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?

We’re finding that some existing functionalities are affected with this new impersonate feature turned on. Trouble adding or removing team members to projects (it just spins and spins) When trying to add Internal member to the team, the search functionality does not work. You have to scroll through the entire list that isn’t even in alphabetical order. Both functionalities work when the View as Customer Roles feature is turned off in Labs.Our team is very excited about the impersonate feature but cannot utilize it with other basic functionalities affected. How quickly can the fixes be released so we can take full advantage of the new feature? 

I’ll admit I don’t have a lot of knowledge about how this module is supposed to work - but I need a little help on Assign Role feature.  I’ve read the article Customer Roles + View As Customer - Labs and it doesn’t answer my questions. From the Team Tab for an internal team member,  I am able to choose Assign Role from the Menu - but when the pop up window opens - the Select a Role dropdown is greyed out.  Am I doing something wrong?  I’m guessing that there needs to be a list of roles configured somewhere - but I can’t find it.  What is the purpose of this feature?  Since most of my team members are the same for each project, would I have to assign these roles on every project?  

I’ve noticed some inconsistencies on certain projects checking out the View As Customer feature.We have an internal team member assigned to several projects but not assigned to any function. On one project, she disappears from the internal team list when View As is enabled. On another project, she shows up just fine.On another project, our onboarding manager is assigned internal project manager role, but she has not assigned herself to the Onboarding function yet. With View As turned off, the function shows as empty. With View As turned on, she gets put into the Onboarding function automatically. This is technically correct and what should happen, but we know it hasn’t been done according to the original view, so it’s strange to see.

The wait is over! After a lengthy internal alpha that was extended a few weeks longer out of an abundance of caution for anything authentication and authorization related, View As is now available for Opt In in Labs today. We look forward to your feedback. 

Is there a way to take a copy of an existing Project you have previously created and use that to make a new project?  I am looking for a way to take a Project (and all the corresponding templates) and make a copy of it as a starting point for a new project.  

Ok - just jumped in to the beta for View As Customer (even thought I have a ton of other work to do - I thought - Hey - let me go play with this instead 😂)  I have several questions - but I’ll put them in different posts so it’s less confusing. I noticed when I went to my Team Page - that everyone - including me is saying that the Task Emails is off - when I know that isn’t the case for my internal people - and definitely not me.  Is this a bug?  And are customers automatically defaulted to getting all the emails?  

I would like to add a board to an existing project to track technical deployment activities only, there is currently a board to track the delivery tasks -- can there be multiple Plans for one project?

So I went in to view as my customer Tom Thorson.  On the main page it showed all of his open tasks and ours - everything that he should be.I clicked on the Notifications in the left panel - and that is showing fine. But when I click on Projects on the left - it says he doesn’t have any Projects 

if you cancel a project can the customer still access it?

Hi- Is there anywhere I can get to Support without actually logging in? I don’t see anywhere I can find a support email address. My issue is with being able to log in, so I can’t get to the tickets or chat. 

This article shows that there is the ability to view a GuideCx project as one of the customers on the project. I cannot find this functionality in any of my projects. Can anyone help me find this? Is it supposed to be in the Team tab?

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

Our team is currently using the managed package (we have recipe builder). I was wondering if anyone had any ideas on how to create a recipe that populates one field in SFDC. Maybe a batch upload? Any tips are appreciated!

In our templates, we have some participant tasks that are essentially “complete this training course”. These courses are now housed in our company’s LMS where the learning management team wants to assign learners to the courses. I would love to be able to integrate where the courses could be assigned to the learners via API calls to the LMS, but I cannot see where information about participants in a task is accessible in Recipe Builder or via the API docs.Is participant info (e.g. email address) something that’s able to be accessed/acted upon within a recipe?

The current recipe options and API endpoints only allow us to add a customer or internal team member to a project. We are unable to automate adding or removing anyone from the project with an assigned function. Is that something coming soon or that will be provided in the API updated here? I’m also curious about expanding the webhook events to trigger when a project team member has been added or removed from a project.

I’ve read through the post you had below that touched on custom fields and merge tags and I think I understood it to mean that later this month there would be ability to manage merge tags within the new Custom Fields tab but in the mean time we had to use them in parallel. Maybe I’m confused - but I built all new custom fields and they aren’t on my Custom Merge Tags list - just all of my old custom fields.  My new custom fields are not set to internal only.  I thought maybe I had to add all of my new ones manually - but when I click on Add Custom Merge Tag - I just get a window with a single free text field.  So I’m not sure how this works. Can you help me understand - or direct me to an article?Thanks again for all your help