Product Q&A

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

  • 68 Topics
  • 181 Replies

68 Topics

hummingbirdjames
hummingbirdjamesNew Participant
asked in Product Q&A

Issues with Customer Facing Assignments

My customer screen shared that they don’t have assignments under their name. However, when I log in, it shows that I’ve assigned tasks to them. 

0
hummingbirdjames
17 hours ago
G
Greg AbtsNew Participant
asked in Product Q&A

Salesforce Report with Status Change Info?

Salesforce is the common tool that unites many departments in our organization. Because of this, I tried to incorporate Project Level Status Change Reasons/Descriptions into a dashboard but didn’t see those details in the GuideCX Projects report. Has anyone found a good way to incorporate those details into Salesforce?

0
G
7 days ago
S
SCFancherNew Participant
asked in Product Q&A

Duplicating/Copy an existing project

Is there a way to take a copy of an existing Project you have previously created and use that to make a new project?  I am looking for a way to take a Project (and all the corresponding templates) and make a copy of it as a starting point for a new project.  

5
S
15 days ago
dparedes
dparedesNew Participant
asked in Product Q&A

Can there be multiple boards for one project?

I would like to add a board to an existing project to track technical deployment activities only, there is currently a board to track the delivery tasks -- can there be multiple Plans for one project?

2
dthompson
17 days ago
emaynez
emaynezGenius
asked in Product Q&A

What happens when you cancel a project?

if you cancel a project can the customer still access it?

4
Casey Wilt
28 days ago
B
blstrockParticipating Frequently
asked in Product Q&A

Support??

Hi- Is there anywhere I can get to Support without actually logging in? I don’t see anywhere I can find a support email address. My issue is with being able to log in, so I can’t get to the tickets or chat. 

3
Casey Wilt
28 days ago
J
josieburgettNew Participant
asked in Product Q&A

Can't Find "View As" Customer

This article shows that there is the ability to view a GuideCx project as one of the customers on the project. I cannot find this functionality in any of my projects. Can anyone help me find this? Is it supposed to be in the Team tab?

5
chrishaleua
28 days ago
kylegrussell
kylegrussellNew Participant
asked in Product Q&A

Manage project team through API or recipe

The current recipe options and API endpoints only allow us to add a customer or internal team member to a project. We are unable to automate adding or removing anyone from the project with an assigned function. Is that something coming soon or that will be provided in the API updated here? I’m also curious about expanding the webhook events to trigger when a project team member has been added or removed from a project.

3
chrishaleua
1 month ago
Elan
ElanInspiring
asked in Product Q&A

This Template Analysis Math ain't Mathin' - please help!

I'm looking at the template analysis report - Efficiency (I’ve filtered down to the template I’m analyzing)I have 9 completed projects, the average duration is 47 days. (At least that's what the report is telling me - see screenshot below)However when I look at my 9 completed projects, add them up and get the average it shows me 32.3 days? I’m not math-magician, but can someone help explain this?My Math: 17 + 45 + 48 + 36 + 11 + 35 + 60 + 38 + 57 = 291 days total / 9 completed projects = 32.3 days on average.  

1
harrisclarke
1 month ago
EHill
EHillKnown Participant
asked in Product Q&A

How do I add in a filter for multiple, individual tags, rather than a single tag OR all tags on a project

When looking at reports I can only seem to sort by a specific tag, or by a collection of tags that have been used on projects. We use project tags to identify different sales reps, order methods, and products that the client is being set up with. However I can only figure out how to filter by a single tag, which means looking at one, then another, and not able to side by side compare. Is there a way to do this?

10
EHill
1 month ago
Kevin
KevinParticipating Frequently
asked in Product Q&A

Can clients add tasks to a project?

Is it possible to allow clients to add tasks to a project?

2
chrishaleua
1 month ago
Elan
ElanInspiring
asked in Product Q&A

Help me understand this report

I understand that the “Add your Team” customer task has been completed 15 times.It also looks like it has been late 7% of the time… We’ve allotted 3 business days to get it done…Where I’m scratching my head is- What does the -15 days mean?  

3
Elan
1 month ago
richard.stone
richard.stoneNew Participant
asked in Product Q&A

Email Template Subject Lines

Does anyone have a list of the default subject lines for email templates?I have new templates that I want to upload but I don’t want to change all of the subject lines and I can’t find a list anywhere of the what the defaults are.Thanks!Richard

3
Mark Mitchell
2 months ago
emaynez
emaynezGenius
asked in Product Q&A

How can I edit the customer's info?

There’s a typo in the customer’s info (email address), how do I edit that?

1
Mark Mitchell
2 months ago
emaynez
emaynezGenius
asked in Product Q&A

How do I edit the company name of a customer?

My customer requested us to change the name of their project and their name in the project because they recently got acquired. How do I edit their Company Name?

1
Mark Mitchell
2 months ago
emaynez
emaynezGenius
asked in Product Q&A

How is the "Project Start Date" and "Project End Date" calculated?

I noticed that these are auto-populated when I spin up a project. How are they calculated?

1
Mark Mitchell
2 months ago
emaynez
emaynezGenius
asked in Product Q&A

Why am I having trouble adding a template to my project?

I have saved a template from a project plan and it shows up in the templates but when I try to create a new plan, I cannot add the template to the project because it is not showing in the list of templates.

1
jjmcdev
2 months ago
emaynez
emaynezGenius
asked in Product Q&A

External Link to Project

Where can i pull an external link to a project that can be shared with customers?

0
emaynez
2 months ago
emaynez
emaynezGenius
asked in Product Q&A

Will the assignee receive a task assignment notification?

Will the assignee receive a notification that a task has started if I remove the dependency and backdate the task?

0
emaynez
2 months ago
emaynez
emaynezGenius
asked in Product Q&A

Can you undo an action if you delete a template?

After removing template, can I get the attachments back or undo that change?

0
emaynez
2 months 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? 

3
emaynez
2 months ago
emaynez
emaynezGenius
asked in Product Q&A

How do you add third-party users?

Where do I go to add third-party users and who generally should be a third-party user?

5
eduensing
2 months ago
emaynez
emaynezGenius
asked in Product Q&A

Can you assign a checklist to more than one assignee?

I can’t seem to assign two customers to one shared checklist (it’s on a single task).I was only able to assign all the tasks to one customer, and now the other customer whom I didn't assign all the tasks to can’t see the checklist in their compass view.Any tips or workarounds are welcomed!

3
eduensing
2 months ago
emaynez
emaynezGenius
asked in Product Q&A

How do notifications work for participant tasks?

When will participants receive the participant task instructions and how do you resend them?

2
emaynez
2 months ago
Kevin
KevinParticipating Frequently
asked in Product Q&A

Links as project attachments.

How do I add links as project attachments? There is an opportunity to add them during initial project setup, but I can’t see where to do this once the project is in progress.

3
eduensing
2 months ago
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