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staceyhatch
staceyhatchCommunity Manager
posted in Onboarding Tips
"Meeting Doomsday" - What in your village needs to be burned down?

 Yesterday we had the pleasure of having @annalise Arvelo join us for a webinar to share how Quantum Metric has scaled to $100M in revenue and created an onboarding process to match the sophistication of their new customers.If your missed it, you can watch “David Onboarding Goliath: Scaling Exponential Growth” here ➡️ https://bit.ly/3XqC9O5During the webinar Anna Lise asked the audience, "What in your village needs to be burned down?".In other words, what is no longer serving you any more? At Quantum Metric they implemented “Meeting Doomsday” - canceling internal meetings for 2 weeks then taking an audit of every internal and external meeting.What is the value? What are the tangible outputs? How are we measuring success?After reviewing feedback and impact, only meetings that were deemed essential were added back to the calendar.What are you doing to make space for your team to determine what should be burned in your village? -----If you want to try “Meeting Doomsday” at your org, check

2
annalise
2 days ago
staceyhatch
staceyhatchCommunity Manager
posted in Welcome + Announcements
Upcoming Workshop: Work Smarter, Burnout Less

We’re super excited for our next webinar “Work Smarter, Burnout Less” with Ryan Johansen, Founder of Stress Less and Get More Done.As a former Customer Success leader who ended up hospitalized due to workplace stress, Ryan’s mission in life is to help people avoid what happened to him.On this webinar (really a virtual workshop), Ryan will share actionable steps to help you connect the dots between burnout and productivity, manage your stress effectively, and implement techniques to get more done in less time - without sacrificing your mental and physical health.➡ Register here: https://bit.ly/3Z9kQ58 

0
staceyhatch
2 days ago
M
MRickettsNew Participant
asked in Customer Roles + View As (Labs)
Error loading teams data

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.

8
M
3 days ago
flevyhara
flevyharaNew Participant
asked in Product Q&A
Emailing A Task's Link to the Team

Hi,When sending an email to the team about a specific GuideCX task, I always include the task's link in the body of the email, so they have quick access to re-read the task's specifics.To get the link, I'm opening the task and copy/paste the URL that the browser is showing at the top bar.The resulting link is something like this:https://app.guidecx.com/app/tasks?project-id=410338a2-d261-4ad4-aced-38e66bc&edit-task=true&task-id=7c733a8f-57c4-4aab-a760-0982380bb&milestone-id=22544bcf-c118-4b5e-a922-290c86e9a412&task-type=regularI don't very much like the link I'm sending. We are also using Jira (for other purposes) and the Jira links look much better, like https://tylerjira.ourcompany.com/browse/ATI-2234 Sorry if the question is silly. Is there a better way to send the task's link, that I'm not aware of?

4
chrishaleua
8 days ago
annalise
annaliseNew Participant
asked in Product Q&A
How often to reports update?

Another PM and I were looking at report options for her stakeholders, and this report is not showing that these tasks are assigned. When I go into the report itself though, they are. She assigned owners yesterday.  Does it take a minute for the reports to update from Projects?   

2
annalise
11 days ago
S
Sumant JoshiNew Participant
asked in Product Q&A
Project/Task assignments

How do I see the name of the person a task is assigned to? How do I assign my self on a project and the tasks within?While using filter option in the Task option, I am unable to all the tasks assigned to my team members, I can only see the projects and tasks which I am assigned on.

5
S
17 days ago
Cara
CaraNew Participant
asked in Integrations Hub
Guide CX and Slack integration

I have intergrated Guide CX with Slack, created a new channel hoping that any internal notes added in Guide CX would appear in my newly created Slack channel to notify the right people to assist me in answering my customers questions. However this is not working. I followed what you showed on the video eg. #slack:cara but nothing came through. I’d also like to see how we can intergrate Hubspot to eliminate manual tasks and when a new customer signs wondering if this would trigger an automatic project set up in Guide CX?

4
harrisclarke
18 days ago
Submittable Maven
Submittable MavenNew Participant
asked in Getting Started with GUIDEcx
Is there a limit to the number of Projects that a client can join?

Is there a limit to the number of Projects that a client can join? 

1
chrishaleua
18 days ago
rlundberg
rlundbergNew Participant
asked in Integrations Hub
Monday.com and GUIDEcx

I'm building a recipe that creates projects from a Monday board's sub items as opposed to the item. I want to push the project ID back to the Monday board's sub items after project creation, but the Board ID field does not accept any datapills for the “Update Item by ID in Monday.com” action. The board ID for a subitem is unique so using the item’s board ID (which is static and easy to find) won’t work. Is it possible to update a Monday board subitem from Recipe Builder?

2
chrishaleua
18 days ago
jinnykim
jinnykimNew Participant
asked in Customer Roles + View As (Labs)
Issues with the View as Customer Role feature turned on

We’re finding that some existing functionalities are affected with this new impersonate feature turned on. Trouble adding or removing team members to projects (it just spins and spins) When trying to add Internal member to the team, the search functionality does not work. You have to scroll through the entire list that isn’t even in alphabetical order. Both functionalities work when the View as Customer Roles feature is turned off in Labs.Our team is very excited about the impersonate feature but cannot utilize it with other basic functionalities affected. How quickly can the fixes be released so we can take full advantage of the new feature? 

5
chrishaleua
18 days ago
willpatterson
willpattersonInspiring
asked in Water Cooler
Anyone using SMS to text/engage with customers during Onboarding?

The customers we support LOVE engaging via text and we see much higher response rates when we reach out via SMS instead of email or phone.We currently use Zoom Phone, but it’s been cumbersome.Difficulties in associating conversations back to the SFDC Contact If PM’s out OOO - it’s not easy to route text’s to other team members.  The App doesn’t do a great job of notifying our PM’s when a text comes inI’d love to know if anyone else is using SMS within their projects and what platforms/tools you’re using! I know Guide released SMS notifications, but we’re looking specifically to reach out, engage, nudge, ask questions, etc.

3
M
18 days ago
LarryGoodwin
LarryGoodwinNew Participant
posted in Product Q&A
Custom Email Templates - How to include specific attributes

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. 

1
chrishaleua
19 days ago
nathanpacker
nathanpackerEmployee
posted in Opportunity Network Job Board
Job Listing for Sr. Director of Onboarding & Implementation

Hi GUIDEcx Community! If you or someone you know is looking for a new role Weave is looking or a Sr. Director of Onboarding. I can’t think of a better group to find someone in! https://job-boards.greenhouse.io/weavehq/jobs/6072762003 Let me know if i can introduce you!

0
nathanpacker
29 days ago
C
cmelanconInspiring
asked in Customer Roles + View As (Labs)
Extended Team page load times with View As turned on

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.

7
jinnykim
29 days ago
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