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emaynez
emaynezCommunity Manager
asked in Product Q&A
How do I reassign all these tasks with bulk edit?

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.

2141
J
emaynez
emaynezCommunity Manager
asked in Product Q&A
Can you change the done date in a task?

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

2221
emaynez
emaynez
emaynezCommunity Manager
asked in Product Q&A
Why am I missing a project?

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!

2671
emaynez
emaynez
emaynezCommunity Manager
asked in Product Q&A
What is the external id field used for?

Is this a default field? Why does it exist? 

2041
emaynez
emaynez
emaynezCommunity Manager
asked in Product Q&A
Can I pull project hours via API?

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

2371
emaynez
emaynez
emaynezCommunity Manager
asked in Product Q&A
How come I can't @mention someone on my project?

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.

2111
emaynez
emaynez
emaynezCommunity Manager
asked in Product Q&A
How do I learn more about GUIDEcx features?

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?

2421
emaynez
emaynez
emaynezCommunity Manager
asked in Product Q&A
How do I prevent customers from working ahead?

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?

2081
emaynez
emaynez
emaynezCommunity Manager
asked in Product Q&A
How can a task assignee keep others in the loop with their task status?

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.

2451
emaynez
emaynez
emaynezCommunity Manager
asked in Product Q&A
How do I know if notes are sent?

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.

2481
emaynez
emaynez
emaynezCommunity Manager
asked in Product Q&A
What is a good CSAT score to target?

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

2001
emaynez
emaynez
emaynezCommunity Manager
asked in Product Q&A
Why am I getting an error when I add a new user?

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

2381
emaynez
emaynez
emaynezCommunity Manager
asked in Product Q&A
Custom merge tag that was created and want to use in a task description, but it's not listed as available in the pick list.

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

2491
emaynez
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?

2441
emaynez
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.

2841
emaynez
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?

2401
emaynez
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

2351
emaynez
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?

3722
Jackson
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.  

4142
RChopra
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? 

6377
ccrossett
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 

5234
Casey Wilt
K
knieberdingNew Participant
asked in GUIDEcx Inspiration
Presenting Guide to clients

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! 

5163
K
emaynez
emaynezCommunity Manager
asked in Onboarding Tips
Will software ever solve the problem?

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.

5074
emaynez
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

6059
emaynez
L
LaurenSiteCaptureNew Participant
asked in Onboarding Tips
Selling your team on digital onboarding

We’re just starting to look at formalizing our onboarding process. One full-time CS manager manages active accounts, renewals, training, and sometimes new trials/opportunities. They will be helping with onboarding as well. Can you share your tips for digital/automated onboarding and also how to sell other team members on the importance of it? Thank you in advance!

6096
L
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