Product Q&A

I have an old report (that we no longer use and purposely hid) that is the default when I click the “Report” section to view reports.  How can I change this to another report?    

Wondering how people are managing template changes & organization. Our templates are used via an integration, and so it can be challenging to make updates because projects may be created while trying to make edits and updates.I’ve started making copies of the existing template, updating it and then swapping it out. However now I have a number of templates that  dont need anymore. Theres no archive and I worry about messing with reporting if I delete the templates. 

Hello! Does anyone know if deactivating a GUIDE (and reassigning all their tasks/Projects) also removes them from any projects they are a Team Member on? I don’t have a great way of testing and my team would like to know before they go about deactivating a user.Thank you in advance for anyone who has any answers or tips!

I am on the Projects view. I only have 1 column sorted. That sorted column is “completed tasks”.  The results is not as expected.  Please see the attachment. Why would the 10 completed tasks not be under the 13 completed tasks? 

Once you create a filter. Save that filter. Is there a way to rename that saved filter?  Is there a way to make changes to that saved filter and save it again, thus updating it?

When I am on my task screen, and I refresh the page, the task list goes to my default task view.What is the proper way to refresh the task screen, with the filters that I’m using at that moment?  

It looks like the only way to clean up my customer list (sometimes I do a lot of testing and create a lot of test customers) is by creating a “trash can” and then putting all my test customers in there to consolidate them.

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?

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?

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 ? 

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

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. 

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!

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?

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?

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. 

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.

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.

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.

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.  

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:  

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?  

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?