EVENTS
GROUPS
TRAINING
GUIDEcx

Home
Community Forums
GUIDEcx Platform
Product Q&A

Product Q&A

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

119 Topics
314 Replies

When you subscribe we will email you when there is a new topic in this category

119 Topics

Recently active

Most replies Most views Newest first

emaynezCommunity Manager

asked in Product Q&A

What is the external id field used for?

Is this a default field? Why does it exist?

1481

8 months ago

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.

1601

8 months ago

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.

1551

8 months ago

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?

1751

8 months ago

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?

1481

8 months ago

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.

1761

8 months ago

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.

1771

8 months ago

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?

1441

8 months ago

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.

1791

8 months ago

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.

1781

8 months ago

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?

1791

8 months ago

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.

2111

8 months ago

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?

1701

8 months ago

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

1691

8 months ago

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?

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.

3102

9 months ago

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?

5177

9 months ago

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.

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

4164

10 months ago

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?

10 months ago

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.

10 months ago

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

11 months ago

emaynezCommunity Manager

posted in Product Q&A

Welcome to the Trailblazer Group.

It’s an honor to have you in this group. You’ve been personally invited to this group because of your expertise with GUIDEcx. This group is meant to get all our power users together to ask questions, collaborate, and come up with ideas to get this community off the ground. Please take a minute to review our mission, vision, and community pillars. OUR MISSION: We exist to connect people so they can collaborate to elevate their onboarding experience.OUR VISION: We want to be the place where people engage for everything onboarding-related.OUR COMMUNITY PILLARS:Be Caring: Sharing is caring. your thoughts/experiences can help others. if you light a lamp for someone else, it will also brighten your path. Be Hungry: Don’t be okay with the status quo. Innovating and pushing the boundaries is in our DNA. Be Humble: Egos are not welcome here. Ask questions, Listen to each other and have an open mindset. No one has all the answers, but everyone has something to contribute.

11 months ago

ccrossettCommunity Manager

posted in Product Q&A

You spoke, we listened! Bulk actions is on the left-hand side now

Hello friends! Quick Wednesday afternoon update. We just pushed an update to production and have moved those check boxes over to the left hand side. In addition, we removed some of the friction that existed in activating the “column” for individual users. There were items we deemed necessary before being able to take the feature GA. That will be coming soon, but wanted to let everyone know of the latest change. Cheers!

200

11 months ago

ccrossettCommunity Manager

posted in Product Q&A

Project Table Bulk Actions

Hello there to all my friends out there in the community! My name is Cameron and I am a Product Manager at GUIDEcx. We recently held a Hackathon in early October where members of our engineering teams were able to work on projects of their choosing and were able to experiment around ideas they have had for improving our product. One of the ideas that was worked on was Bulk Actions for our newly improved Project table.Typically a hackathon project is designed to paint the vision of what something could be and if valuable enough we work to allocate roadmap capacity to see the dream realized and have a feature that we can share with users. With our latest hackathon we gave the team a bit more time so they could push themselves to accomplish a bit more and I am pleased to announce that we have a working version of Bulk Actions available for GUIDEcx users! This is a still a beta feature and thus has to be enabled within the Labs section of GUIDEcx. It is really rewarding to have a feature t

272

11 months ago

Page 4 / 5

Didn't find what you were looking for?

Ask a question

Terms & Conditions Cookie settings

Sign up

Already have an account? Login

GUIDEcx Login

Username *

E-mail address *

Company *

Job Title *

Password *

I accept the terms & conditions

loginBox.register.email_repeat

GUIDEcx Login

No account yet? Create an account

GUIDEcx Login

Username or Email

Password

Remember me

Forgot password?

Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.

Enter your e-mail address

Back to overview

Scanning file for viruses.

Sorry, we're still checking this file's contents to make sure it's safe to download. Please try again in a few minutes.

This file cannot be downloaded

Sorry, our virus scanner detected that this file isn't safe to download.