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Product Q&A

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

  • 121 Topics
  • 323 Replies
121 Topics
emaynez
emaynezCommunity Manager
asked in Product Q&A
How do I reassign all these tasks with bulk edit?

I’ve selected 34 tasks that need to be reassigned to someone else, but they aren’t showing up in the drop down. I keep getting a “No Users Match the Selected Responsibility” error.How do I reassign these tasks?PS We have resource management. Not sure if that helps.

1791
J
9 months ago
emaynez
emaynezCommunity Manager
asked in Product Q&A
Can you change the done date in a task?

The team member marked a task as done a few days later than they actually completed it. How can we make it match reality? 

1821
emaynez
9 months ago
emaynez
emaynezCommunity Manager
asked in Product Q&A
Why am I missing a project?

I had a project titled “[Customer Name] Onboarding” that is missing from my GUIDEcx account. I have not been able to successfully click through to its url through Salesforce integrations or any of my emails. It should be located at the url: https://app.guidecx.com/app/projects/project-id#But every time I access it I am either getting an error page or redirected to my main project view page, even after clearing my browsing data and using an incognito window through chrome.Help please!

2151
emaynez
9 months ago
emaynez
emaynezCommunity Manager
asked in Product Q&A
What is the external id field used for?

Is this a default field? Why does it exist? 

1661
emaynez
9 months ago
emaynez
emaynezCommunity Manager
asked in Product Q&A
Can I pull project hours via API?

I want to know if it’s possible to send the time tracked data from GUIDEcx to a different system.

1891
emaynez
9 months ago
emaynez
emaynezCommunity Manager
asked in Product Q&A
How come I can't @mention someone on my project?

I’m in my project and when I type @ no customers appear.I’ve also noticed I can’t @mention my supervisor. Their name isn’t appearing in the dropdown list.

1731
emaynez
9 months ago
emaynez
emaynezCommunity Manager
asked in Product Q&A
How do I learn more about GUIDEcx features?

I’m interested in learning about:Recipe Builder (I want to integrate with Zendesk) Resource Management Workspaces Custom Reports/Report Builder Time TrackingWho do I reach out to?

1961
emaynez
9 months ago
emaynez
emaynezCommunity Manager
asked in Product Q&A
How do I prevent customers from working ahead?

I have a customer that has been completing tasks where dependencies haven’t been met. (Waiting on internal things before they should be able to work on their tasks).How do I enforce a strict rule to prevent them from working on things that aren’t ready?

1691
emaynez
9 months ago
emaynez
emaynezCommunity Manager
asked in Product Q&A
How can a task assignee keep others in the loop with their task status?

I have a customer that is assigned a task. When they complete the task, they want others on their team to be notified so they stay in the loop. They don’t want to forward the email to other customer participants.

1971
emaynez
9 months ago
emaynez
emaynezCommunity Manager
asked in Product Q&A
How do I know if notes are sent?

I am looking for a feature within the platform to see a history of the notes sent within a project. Or if not a feature within the project any recommendations to assure that when a message is submitted that it is actually being sent.

1991
emaynez
9 months ago
emaynez
emaynezCommunity Manager
asked in Product Q&A
What is a good CSAT score to target?

What is industry standard? How can I establish a good baseline? How can I improve it?

1621
emaynez
9 months ago
emaynez
emaynezCommunity Manager
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. 

1971
emaynez
9 months ago
emaynez
emaynezCommunity Manager
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.

2001
emaynez
9 months ago
emaynez
emaynezCommunity Manager
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?

1991
emaynez
9 months ago
emaynez
emaynezCommunity Manager
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.

2331
emaynez
9 months ago
emaynez
emaynezCommunity Manager
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?

1911
emaynez
9 months ago
emaynez
emaynezCommunity Manager
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

1901
emaynez
9 months ago
Jackson
JacksonEmployee
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?

3142
Jackson
10 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.  

3422
RChopra
10 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? 

5537
ccrossett
10 months ago
emaynez
emaynezCommunity Manager
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.

1060
emaynez
10 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 

4504
Casey Wilt
11 months ago
emaynez
emaynezCommunity Manager
posted in Product Q&A
What do you use filters for?

You’ll notice in several places within GUIDEcx you can use filters to adjust your view of the information displayed.You can use filters for your tasks and projects. The best part is that you can save filters! What filters have you created?

40
emaynez
11 months ago
emaynez
emaynezCommunity Manager
posted in Product Q&A
Pulse Check

Hello from Utah! How is everyone doing today?I just wanted to share something that I was looking at. When you all joined GUIDEcx there is a Welcome Survey that gauges your excitement level to use GUIDEcx. (see screenshot below) I thought I’d share the results with you!On average, your cohort is generally excited (4/5) to use GUIDEcx. That being said, I was surprised to see how many 3’s there were. Those who said they were neutral (3) shared that it was because they weren’t sure what GUIDEcx was yet. Needless to say, that was surprising to me! (But this is good to know so we can improve our new user onboarding process!)I hope you've had the opportunity to explore GUIDEcx since completing the survey.I’d love to ask you all to take a moment to share any questions, concerns, or interesting discoveries you've made so far by commenting below. 

150
emaynez
11 months ago
LarryGoodwin
LarryGoodwinParticipating Frequently
posted in Product Q&A
Project Pipeline report out of date with new Domo reports

The project pipeline report is not showing accurate information.Example:   24 hours ago a Project Manager was disabled in Gcx.  All projects were transfered to another person.   They are showing to day under this user still in reporting Example:  Under my name it shows 2 projects, where only one exists in the project list.

201
emaynez
1 year ago
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