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GUIDEcx Platform

This channel is dedicated to those who provide customer onboarding experiences powered by GUIDEcx and would like to learn, connect, and grow with others that use GUIDEcx.

153 Topics
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?

1791
emaynez
8 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.

2111
emaynez
8 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?

1701
emaynez
8 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

1691
emaynez
8 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?

2822
Jackson
9 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.  

3102
RChopra
9 months ago
emaynez
emaynezCommunity Manager
published in Getting Started with GUIDEcx
GUIDEu - Which courses have you completed?

  GUIDEu is our online academy filled with bite-size courses (no more than 30 minutes per course) that can help you: Learn Project Management Best Practices Explore how GUIDEcx works (Trailhead) Discover Template Building Pro Tips and more! You can access GUIDEu from clicking on the GUIDEu tile in GUIDEcx. GUIDEchallenge #3: Let’s hear in the comments below which GUIDEu courses you’ve completed!

2130
emaynez
9 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? 

5177
ccrossett
9 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.

970
emaynez
9 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 

4164
Casey Wilt
10 months ago
staceyhatch
staceyhatchCommunity Manager
posted in Integrations Hub
[New] Hubspot Integration

🎉 Our new, bi-directional HubSpot Integration is now available in the Recipe Builder "Community": Keep HubSpot as your system of record. Push onboarding progress back into HubSpot via the GUIDEcx CRM Card.Auto-populate a live onboarding project once a deal is marked closed-won. The HubSpot recipe automatically assigns a project manager, triggers the right template based on product SKU, invites customer team members to the project, and more!Check it out ---> 

2472
staceyhatch
10 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
10 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. 

80
emaynez
10 months ago
emaynez
emaynezCommunity Manager
posted in Getting Started with GUIDEcx
🚨 I need your help🚨 What were some of the first questions you had when you started with GUIDEcx?

I’m working on building an in-app onboarding flow for GUIDEcx complete with weekly tips. Some of the tips I have in the works are:“How Inviting customers speeds up TTV” “Using filters to audit your projects” “Using reports to know what needs your attention”The goal is to create videos for our users by our users. In planning out what tips we share in the first 90 days of a new user’s experience, I need your help answering this:“What were some of the first questions you had in your first 90 days?”Your response might be featured in a weekly pro-tip! So please, let loose!Special Request from Elan:No questions are off limits. If you think it’s too basic, please put it down. Even if someone else put something you were going to write, please add it. That tells me how many people are wondering the same thing. Go crazy with it! Don’t hesitate to blow up my inbox with notifications with all the questions you throw down. My goal is to create an experience that makes it so you don’t have to lose t

2072
emaynez
10 months ago
emaynez
emaynezCommunity Manager
published in Product Q&A
[Read This] Welcome to the Q1 Cohort!

Welcome to the Q1 cohort!We're excited to try something new with our new GUIDEcx users. I had an idea: what if we created a group where new users can learn and exchange tips with each other? That would be pretty cool, right? My vision is for this group to be a supportive and tight-knit community where you can make connections and share tips as you navigate GUIDEcx. So, let's give it a shot and see where it takes us. Don't hesitate to ask any of your questions in this group and let's learn together!Next Steps:Say hi to your group members and introduce yourself! Share your company and position. Maybe consider sharing a fun fact about yourself or asking a question! Bookmark this group so when you have questions you can ask your fellow guides!PS Any and all questions are welcome! Remember that if you’re thinking it, chances are so are others! Please ask away!

100
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
11 months ago
SergeyPiskov
SergeyPiskovNew Participant
asked in Integrations Hub
GuideCX webhook disable automatically

Hello,  I have registered webhook like it described in API https://api.guidecx.com/api/v2/docs#post-/webhooksAfter first call it become disabled automatically and doesn’t work anymore. What can be wrong? Regards,Sergey

5169
emaynez
11 months ago
emaynez
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. 

30
emaynez
11 months ago
emaynez
emaynezCommunity Manager
posted in Getting Started with GUIDEcx
What helped with learning the GUIDEcx ropes?

Did you know that GUIDEcx offers:A robust Help Center that covers Best Practices and FAQ’s Free instructor-led masterclasses On-demand learning modulesWhat are some resources that you found helpful in learning GUIDEcx? 

880
emaynez
11 months ago
ccrossett
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
ccrossett
11 months ago
ccrossett
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
ccrossett
11 months ago
emaynez
emaynezCommunity Manager
asked in Product Q&A
Will the check boxes get moved to the left?

I feel like it’s a little more intuitive to have the checkboxes on the left hand side of the project table. In my testing, I’ve already reassigned/deleted the wrong projects by accident since I have to select the box on the far right hand side.Let us know!-Cross-eyed Chris

404
Casey Wilt
1 year 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,

2292
bnpguidecx
1 year ago
emaynez
emaynezCommunity Manager
posted in Getting Started with GUIDEcx
How was your onboarding experience at GUIDEcx?

I’d love to hear how your onboarding experience with GUIDEcx went!What went well, what did you not anticipate, what surprised you in a good way? Let me know in the comments below!

860
emaynez
1 year ago
emaynez
emaynezCommunity Manager
posted in Product Q&A
This is not a drill! Go enable SMS notifications!!!

How to enable SMS notifications ^^^ PS This was updated from existing in Labs November 16! We received feedback around having this option exist as a global setting. We moved it into everyone’s Profile Settings! So if you want to try it out and get text notifications about your tasks and projects, please check it out in there. Also, if you have a customer that you’d like to send SMS notifications to, please walk them through setting up their profile and subscribing to the notifications!

140
emaynez
1 year ago
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