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17 Topics
bnpguidecx
bnpguidecxInspiring
asked in Product Q&A
How to refresh the Task Screen that I am on?

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?  

19913
bnpguidecx
1 hour ago
bnpguidecx
bnpguidecxInspiring
asked in Product Q&A
Sort on Completed Tasks in Projects View

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? 

1784
bnpguidecx
1 hour 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?

3694
bnpguidecx
1 hour ago
nathanpacker
nathanpackerEmployee
asked in Opportunity Network Job Board
Technical PM Job Listing

Hi! I’ve got a connection looking for a Technical PM that has some GUIDEcx experience. Check it out: https://loanpro.bamboohr.com/careers/174

20
nathanpacker
1 hour ago
jjmcdev
jjmcdevInspiring
asked in GUIDEcx Inspiration
Where/How do you all store Customer Requirements?

Hey everyone, We use GuideCX as primarily an Onboarding/Implementation project management tool.  During our Kick Off Meeting with the customers we go through a slide deck with a series of Requirement Questions.  For ease of viewing I use Google Slides to list the Questions.  I don’t want to go out of presentation mode to stop and type up their answer - but instead will go back through the meeting transcript later to gather and document all the answers.My question is this - where do you all store your Requirements information that you gather?  Our requirements are pretty simple - no need for a huge complex document. It doesn’t make any sense to go back and put it in Google Slide deck - no one will ever open that file again.  I currently put it in meeting notes - in the Kick Off Task - but that also would be difficult to easily find and get back to.I was considering like a Google Sheet that is attached to the project.  I think I read where I can set up with the project initiation recipe

891
JWilliams
6 days ago
eduensing
eduensingInspiring
asked in GUIDEcx Inspiration
Connect with another GUIDEcx Customer(s)

We have been using GUIDEcx for just over a year. We are using it for SaaS software implementations at the Enterprise level. Our implementation plans are long and complicated. We would LOVE to chat with other GUIDEcx customers that are using it at this level as well. I am sure there are things we are doing that could be done differently or better, but we really need the perspective of someone using it in the same way. Anyone willing to chat with me?  

332
JWilliams
6 days ago
emaynez
emaynezCommunity Manager
posted in Messaging (Labs)
If I delete a customer in Program Management it should delete completely

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.

80
emaynez
12 days ago
julia.boston
julia.bostonNew Participant
asked in Messaging (Labs)
Filter / Active projects - Deleted should not show up

When you go under messages, you see a list of all projects - even deleted ones that are not in the system anymore - why? Example “A Testing 2: Onboarding” is not an active project in the system and has been deleted but still shows up on the list. The messaging should only be projects that are active with a way to filter by the status   

100
julia.boston
12 days ago
emaynez
emaynezCommunity Manager
posted in Messaging (Labs)
Is Messaging compatible with "View As"?

As a provider can I impersonate my customer and access messages or no?

181
ccrossett
13 days ago
J
jeanettecazierParticipating Frequently
posted in Messaging (Labs)
Messaging - What are your best practices/feedback

Hello All, My team has been anxiously awaiting the release of the new messaging tool. I’m curious how you are all using it and if you come up with any best practices. I have noticed that as an admin I see every single project ever opened in GuideCX so I have shard that feedback as that is problematic. But curious how it’s working for the rest of you.

212
J
13 days ago
emaynez
emaynezCommunity Manager
posted in Water Cooler
What kind of enhancements to Resource Management would be a game changer for you?

Hi everyone! As you know we’re looking to revamp our Professional Service feature offerings and we’d love to hear from everyone and see what kind of things would make Resource Management better than ever.I promise that we will read every single comment so don’t be shy! Let your voice be heard!

120
emaynez
15 days ago
jjmcdev
jjmcdevInspiring
asked in Product Q&A
Project Notes - Is there a way to better view embedded pictures/screenshots?

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?

40
jjmcdev
16 days ago
dallas.doane
dallas.doaneNew Participant
asked in GUIDEcx Inspiration
KPIs/Metrics to Drive GuideCX Behaviors with Internal Teams?

Hello, all! I’m trying to create KPIs/Metrics that will help drive the right behaviors in GuideCX by my internal team members. What kinds of metrics are you all using to do this?For example, I’m going to use the Task Efficiency Report to identify patterns of late tasks for team members. This will enable me to have a conversation with the individual and ask what blockers they are facing to getting tasks done on-time.Any other ideas on what reports/metrics you’re using to drive good planning, communication, execution, etc. within Guide? Thanks in advance!

140
dallas.doane
21 days ago
S
SCFancherNew Participant
asked in Product Q&A
How to change a project from Internal to External

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?

221
nathanpacker
26 days ago
M
mina-fahmiNew Participant
asked in Product Q&A
Disabling Welcome Email upon project creation with recipe.

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 ? 

160
M
29 days ago
J
jennytracyNew Participant
posted in Onboarding Tips
Overview

Hi! One of my customers brought to my attention the confusion of the PM Note of an overview.  I never really thought about it as I craft these each Sunday before they launch on Monday, but I am now seeing that each recipient gets the communication as if I am talking directly to them!  It makes sense, but I don’t think I ever fully put it together until this very moment.I was thinking it might be nice to have a primary and then secondary notifications – meaning the main person you are working with vs the others.  Since you can only assign a task to one person, what if you could designate 1 person for the overview or create a cc for those less involved?Also, I am looking forward to hear any best practices around this effort so that I can improve things.Please let me know.Thanks! Jenny Tracy

130
J
1 month ago
Casey Wilt
Casey WiltBrainy
asked in Water Cooler
In-App Guided Training Platform - Are you using one?

I was talking with a colleague about basic training for new users in applications, and how a lot of websites/apps are running with tools like WalkMe, Userpilot, etc to give step-by-step training on a DIY basis. Super cool. Wanted to pick the brains of this community to see…What in-app training tool are you using? Are you using with web-based (browser access) tech, desktop, or both? What do you love/hate about it?Exploring options to bring to our team for future enhancements - thanks for any input!!

833
LarryGoodwin
1 month ago
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