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Product Q&A

Find answers, help, and inspiration from other users, product experts and GUIDEcx Support team

  • 72 Topics
  • 198 Replies
72 Topics
emaynez
emaynezGenius
asked in Product Q&A
Why am I getting an error when I add a new user?

I have attempted 4 times to create a new internal user, but I keep getting a red “unable to add” error every time. 

1
emaynez
5 months ago
emaynez
emaynezGenius
asked in Product Q&A
Custom merge tag that was created and want to use in a task description, but it's not listed as available in the pick list.

I created a brand new custom merge tag, but it’s not appearing in the drop down.

1
emaynez
5 months ago
emaynez
emaynezGenius
asked in Product Q&A
Is there an Audit log that shows who's making changes to templates, users, etc?

Is there an activity log that admins can use? Specific scenario: I was OOO and come back to see changes to internal projects and a new user added as an admin. Can I pull a log that shows who made those internal changes?

1
emaynez
5 months ago
emaynez
emaynezGenius
asked in Product Q&A
Can multiple people be assigned to the same task?

I know I can use participant tasks, but I’d like to know if I can assign multiple people to the same task.

1
emaynez
5 months ago
emaynez
emaynezGenius
asked in Product Q&A
Can a customer see their project once it's Done or Archived?

When a project is marked as done and/or archived, can they access it later?

1
emaynez
5 months ago
emaynez
emaynezGenius
asked in Product Q&A
How do you make someone a project manager?

Scenario: What I am to do is review a project that is marked "Done" and if so I will then assign a new person as the PM or Project Manager

1
emaynez
5 months ago
Jackson
JacksonCommunity Manager
asked in Product Q&A
Do task watchers receive the reminder digest emails?

Do they receive the reminder digest email and/or the PM note if that is sent out?

2
Jackson
6 months ago
RChopra
RChopra
asked in Product Q&A
Export of a single Project Milestones

Hello,I am trying to export a single project’s all milestones, and export feature giving me list of projects in export. Please help. RC.  

2
RChopra
7 months ago
N
Nick BerkNew Participant
asked in Product Q&A
Next Steps Displayed in Project View

Is there a way to display the next step in line for the project on the main project page? 

7
ccrossett
7 months ago
emaynez
emaynezGenius
posted in Product Q&A
Ask Me Anything - 2/15/2024

We get it. Sometimes asking a human a question is the best way to learn. That’s why we are rolling out this FREE weekly 30-min Q&A session!Bring any questions you may have about GUIDEcx and I'll answer them. If I fail to answer, I'll not only find the answer, but I'll also commit to doing 10 push-ups.You can post your questions here or ask me in person! The recording will be shared in this thread after the session.

0
emaynez
7 months ago
RChopra
RChopra
asked in Product Q&A
Search Options in a Project

Hello Fellow Project Managers,Best wishes to all for New Year 2024. Any tips to find a particular task in a project?Most of my projects have 40+ Milestones and tasks average 200+ in a given project. Often team members have this challenge to find a particular task in the project.   Any tips to help the team is much appreciated. RC 

4
Casey Wilt
7 months ago
bnpguidecx
bnpguidecxInspiring
posted in Product Q&A
Is there a delegation Function

As a regular user, assigned to tasks, Is there a way for me to delegate my tasks when I am out of the office?If yes, how? Thanks,

2
bnpguidecx
9 months ago
bnpguidecx
bnpguidecxInspiring
posted in Product Q&A
Reports Tab Questions

Who can create reports? Is this license level determined?If there is a report that I will never need or use, that is on my reports sideview - can I remove it from my view? Once I filter a report. That filtering was not saved.  How can I save a filter that I applied to a report?

3
emaynez
11 months ago
bnpguidecx
bnpguidecxInspiring
asked in Product Q&A
Rename / Edit a FILTER

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?

3
BuiltORDtough
11 months ago
jjmcdev
jjmcdevInspiring
asked in Product Q&A
Ability to see Completed Tasks & Milestones Expanded

Is there a way to show all completed task and Milestones in an “Expanded View”?  It is driving me crazy - as I look back over a project I want to be able to see everything fully expanded.  

3
Mark Mitchell
11 months ago
TT_rgh816
TT_rgh816New Participant
asked in Product Q&A
TASK Identification

How do I know which milestone this task belongs?   

6
ccrossett
1 year ago
Kaczuszka
KaczuszkaNew Participant
asked in Product Q&A
[GuideCX API] GET /tasks props[] not working

Hi everyone!I’m working on GuideCX API integration.While testing the API with Postman I noticed that passing in the query props[property]=value isn’t working properly.I want to filter tasks by responsibility field containing “CUSTOMER” value.Just like documentation requires, I added include=properties in the query string.Link to the documentation: https://api.guidecx.com/api/v2/docs#get-/tasks Screenshot of tasks data without filtering by props[responsibility]=CUSTOMER:(property responsibility = “CUSTOMER” is clearly here)Screenshot after applying filter props[responsibility] = CUSTOMER:(No data is found) Would much appreciate any insights into this, thanks! :)

2
Kaczuszka
1 year ago
emaynez
emaynezGenius
posted in Product Q&A
What are some ways you customize your templates for every customer?

You’ve spent a lot of time on refining your beautiful templates. Now that the rubber has hit the road you realize that there are some milestones that may not align with the onboarding experience the customer is needing.You can delete milestones and tasks one by one, but I’m curious to see if anyone has come up with clever ways to reduce the amount of button clicking to customize a project plan/template for a new customer!

3
John Kistner
1 year ago
jjmcdev
jjmcdevInspiring
asked in Product Q&A
Tell me your GuideCX template strategy

I’m in the process of setting up the new integration available between HubSpot CRM and GuideCX to create new projects as deals are closed.  As part of that I am going to set it so that Items on the deal will drive the appropriate template(s) in GuideCX.  I’ve recently taken over responsibility for our Onboarding process and as part of that - and the integration mentioned above - I’m wanting to take a serious look on how we use templates.  Currently there are templates for our 3 Product Types, then these are duplicated for existing customers upgrading to that product, then templates for customers just adding on some misc components.  So something like this:Template 1 - New Customer - Product A - using component X Template 1 - New Customer - Product A - using component Y Template 2 - New Customer - Product B Template 3-  New Customer - Product C Template 4 - Existing Customer - Product A - using component X Template 5 - Existing Customer - Product B - using component Y Template 6-  Exist

4
jjmcdev
1 year ago
S
scott harveyNew Participant
asked in Product Q&A
Start no sooner than constraint

Is it possible to configure a task so it has a start no sooner than constraint.  I know you can set up predecessors to assure tasks get done in the correct order.  If I know I don’t want a customer to start a task before a certain date because of internal resource constraints or other conditions not represented in the GuideCX project is there a way to configure a task so it cannot be started before the specified start date? 

6
S
1 year ago
Sara Fowers
Sara FowersEmployee
posted in Product Q&A
How do you format your project names??

I would love to get some thoughts from you guys! 💡 What have you found to be the most effective way to name your projects? 🤔 I know that having a standard naming convention across my projects helps a lot with easily being able to identify important information as well as helps knowing how and what to search for when trying to locate a project - But project names aren’t only important for my internal team!​​​The project name is included in every notification that is sent from your project to the customer - that is a large number of touch points that can be used to act in your favor! With task names we have best practices to help promote customer engagement that have proven to be incredibly helpful - But I think that we can use a lot of those same best practices for our project names. Clear Project Name Customer Centric Eliminate Confusion Concise Wording PracticeLet’s say, for internal clarity, I need to include the following information in my project name: Customer Name  Example: ACM

9
rondeaul
1 year ago
Casey Wilt
Casey WiltBrainy
asked in Product Q&A
Project Attachments

Curious how others are handling project attachments as Compass View becomes the new standard for customer interaction with the platform. We’ve been in Guide full time for about 8 months and have 4 primary project templates. Our project templates make heavy use of Task Groups, and each task group has tasks with attachments included.Two headaches come from this workflow:If a task group is copied 10x, you get 10 copies of all attachments in overall project if master document is updated, all templates and active projects must be updated manuallyI know that switching to Compass View keeps the customer from accessing the overall Attachments tab, which means documents must be accessible directly from the task itself. I am wanting to move to Sharepoint to provide links to documents within the task itself to avoid attachment frenzy and manual update process -- have you tried this, any other workflows i haven’t considered?  

1
philwood
1 year ago
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