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There are some tasks we have set for other internal teams and they really don’t need the “you have been added to a project” email, they just need the task ones.Can you disable that email? Also they really dont need the “project overview” emails, but I still want to send those to the customers. Can we disable those for specific users?

I’ve selected 34 tasks that need to be reassigned to someone else, but they aren’t showing up in the drop down. I keep getting a “No Users Match the Selected Responsibility” error.How do I reassign these tasks?PS We have resource management. Not sure if that helps.

The team member marked a task as done a few days later than they actually completed it. How can we make it match reality? 

I had a project titled “[Customer Name] Onboarding” that is missing from my GUIDEcx account. I have not been able to successfully click through to its url through Salesforce integrations or any of my emails. It should be located at the url: https://app.guidecx.com/app/projects/project-id#But every time I access it I am either getting an error page or redirected to my main project view page, even after clearing my browsing data and using an incognito window through chrome.Help please!

Is this a default field? Why does it exist? 

I want to know if it’s possible to send the time tracked data from GUIDEcx to a different system.

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.

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?

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?

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.

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.

What is industry standard? How can I establish a good baseline? How can I improve it?

I have attempted 4 times to create a new internal user, but I keep getting a red “unable to add” error every time. 

I created a brand new custom merge tag, but it’s not appearing in the drop down.

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?

I know I can use participant tasks, but I’d like to know if I can assign multiple people to the same task.

When a project is marked as done and/or archived, can they access it later?

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

Do they receive the reminder digest email and/or the PM note if that is sent out?

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.  

Is there a way to display the next step in line for the project on the main project page? 

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 

We are looking for a good “how-to” guide to present Guide to external clients who do not have tasks directly assigned to them. It may all seem overwhelming/confusing to them to look at a project and not have any tasks assigned.Any tips/notes are helpful :) Thanks in advance! 

If you’re in SAAS you know that one of the biggest hurdles to overcome is change management. That’s because humans are creatures of habit. If we were onboarding computers, all we’d need to do is change a few lines of code - then presto change-o the new solution is rolled out.That’s why I believe that software will never solve the problem.We can’t just spit out facts and expect that to drive organizational change. Change is complex because humans are complex.Take me for example. I’d love to be in tip top shape. I’d love to have healthier workout habits. I know the stats. I know the numbers. I understand WHY I need to change. Heck, I could buy a gym pass to change, but the gym will not change me if I don’t show up and put in the work.That’s the key. Change takes effort. Intentional, consistent effort. So how do we help new clients drive that change?  Please comment below (bonus points for sharing actionable pro-tips)! I’m all ears.

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