Table of Contents: Messages | Unified Merge Tags | Custom Fields Tab | GUIDE 2.0 | GUIDE 2.0 Enhancements
GUIDE 2.0 Enhancements
(Coming Soon)
Integration Marketplace (Under Construction)
Billing Profile
Require Time Tracking
(12/12)
Dispatching - beta
Bug Fixes:
Templates getting stuck in āProcessingā status while migrating from Legacy to 2.0
Template migrations for specific providers
Duplicating a Milestone or Task removes dependencies
Visibility of channel names
When creating a template from a Phase it removes dependencies and durations in 2.0
Fixed error when loading customer portal task
Task assignment timestamp no longer displaying in V1
Task assignment emails no longer sending automatically in V1
Project Overview not loading
Users being logged out while writing Notes
Users being logged out while writing task descriptions in V1
Users being logged out while on Project list page
āAn unexpected error has occurredā appears and then force logs out some users
āError to Fetchā preventing upload of Custom Email Templates (404 Error)
āFailed to create phase/task/miles
(12/5)
Bug Fixes:
Task roles show all roles regardless of the task being an internal or customer responsibility task
API not returning values for completedDate and canceledDate
500 error occurring with API in recipe builder
Task Template durations and dependencies from Library units are not showing up when used in a project
Improved Task Owner functionality and permissions
Fix inability to manually send the Project Overview
(11/21)
Bug Fixes:
Updated Warning Name Labels
Issue of users getting logged out while in Messaging
Remove Roadmap tab from Support page
Assignee drop down menu not working Time Tracking
Performance issue related to Legacy project updates
āFailed to add dependencyā error message appearing incorrectly
GUIDEs, Task Owners, Contributors unable to log time on the project level
Excluded external customers from appearing in Time Tracking lists
Milestones that are added on a project only appear after a refresh
Milestone template task tags didnāt persist on the project after adding the milestone
Daily Digest Email was including unread messages from deleted projects
Inability to edit start or due dates on tasks that have dependencies
Global task page sort order was incorrect
āInvalid Credentialsā error
Success toast delayed or not displayed when duplicating a milestone
Task Template task tags werenāt displaying on project until after refresh
(11/14)
Project Warnings (Embedded Analytics)
Filters in Messages (available in legacy & 2.0)
Channels with customer messages
Channels for projects I manage
Unread channels
Save files from project or task message to Attachments tab
(11/7)
Legacy project tags cloned to GUIDE 2.0
Attachment support for "@mention" & "task assignment" emails
(10/31)
Check out these spooky cool updates, definitely treats and no tricks! š
PM Note API Support
Filtering in Global Inbox (Releasing Soon)
Bug Fixes: Fixed phase adding, applied sort order to Phase templates, better maintain sort order when projects are created from a template, fixed issue preventing the deletion of projects when they have a RAG status, etc.
(10/24)
Improved workspace switching in mobile browsers
Template migration now includes event and participant tasks (leveraging bulk actions for subtasks)
PM Note - customizable for your audience (internal or external)
Rich text editor upgraded - now supports YouTube embed in Welcome Message, PM note, and task instructions
Project level custom fields can now be used in the Welcome Message & PM Note
Project level attachments in Template Library
Phase level attachments in live projects
Bug Fixes: Error message when adding units from library, API & Workato connector
(10/17)
Bulk Actions for subtasks - Participant/Event Task Replacement - Releasing 10/28
Full Plan View for Customers - Releasing 10/28
Bug Fixes: Time Tracking logging errors, Milestones/Tasks saving out of order when creating a Library unit, etc.
(10/10)
Bulk actions/edit in Plan View
RAG Agentic Coach (Open Beta)
Expand/Collapse Task View
Improved Workspace switching
(10/3)
Project Tags - UI and ability to manage in 2.0
New data sets for Standard Reports that has both Legacy Project data and GUIDE 2.0 data.
(9/26)
āHomeā - Brand new page in GUIDE 2.0 (releasing 9/30)
Attachments on Phases in Library
Bugs: Permission issues, changing task dates, SSO issue, Time Tracking bug, reactions to Messages, removing Phases from Project templates, removing users from projects, etc.
(9/19)
Gantt View in GUIDE 2.0
Checklists available in Library and Plan View
Self-serve Template Cloning Updates
Checklists
Attachments
New ticket portal
Bug Fixes: Project invites not sending consistently, updated time stamp in Library, task reminder and task assignment emails sending consistently.
(9/12)
Self-serve Template Cloning/Migration v1 to v2
Roles
Assignee
Tasks Groups and Tasks migrated as Tasks and Subtasks
Tags in Templates
Milestone CSAT configuration
Milestone CSAT configuration available in Library
Updated Template Migration modal
Assigned To and Tag fields within Task Template page (Non-drawer experience)
(9/5)
Updated global inbox navigation for task channels to link directly to task drawer
Updated subject line of task mention emails to include project name
Tags available in template library
Attachments available in template library
Bug Fixes: PM role being added multiple times, accessibility to custom fields for Guides is fixed, latency reduced
(8/29)
Text wrapping within Library selection picker
Added āDeleteā confirmation modal to Milestone deletion to be consistent across Tasks, Milestones, and Phases
Added Project Manager Role as a default option for template building
Updated Project Templates in Library to use Custom Fields in the rich text editor
Bug Fixes: Improved task due date consistency across Task Card, Task Drawer and Global Tasks
(8/22)
Pending ā Start Project (updates Forecast end dates based on todayās end date)
āWelcome Messageā & āInternal Welcome Messageā Preview/Edit Polished
Improved UI/UX to adding Dependencies in Project Templates
Built ETL job to migrate Skills/Functions to Project Roles
Migrated templates for early adopters
Warn users about Start and End Date in the āStart Projectā modal
Updated Project Timeline Picker
Added the ability to rename āPhasesā within a live project
Ability to convert a Phase into a template within a Project template
Bug Fixes: āRoleā within Library units wasnāt displaying in live projects
(8/15)
Added auto refresh to project when new Phase is added from Library
Lazy load and paginate assignees
Auto create Task Channels for tasks added from Library
Enhance sort order when adding templates from Library
Added the āStart Projectā flow/modal to āPendingā projects
Updated the default layout of the Project Overview
Added the āAssigneeā field to Tasks within Library
Added the āAssigneeā field to template migration
Added dependency context within Library to make dependencies more flexible and reusable
Bug Fixes: Fix the dates returned to the Project Plan, Fix the dates returned in the Project Summary, User assignment with Roles, Adjusting task dates, API Bulk upsert was failing
(8/8)
Improved Drag & Drop within Library
Bug Fix: Add Phase(s) from Library to live projects
GUIDE 2.0
(8/4) We're thrilled to announce the release of GUIDE 2.0 - a completely reimagined experience designed to make you even more efficient. Over the next few months, enhancements will continue to be made to improve the GUIDE 2.0 experience.
ā”ļø Learn more here.
Custom Fields Tab
(7/28) Populating custom fields for your projects is now faster and simpler.
Instead of the project details drawer, populate your project custom fields directly in the improved Custom Fields tab.
ā
āļø View all project custom fields in one place
āļø Inline edit, work is autosaved
āļø Fewer clicks, less scrolling
ā”ļø Learn more here.
Unified Merge Tags
(7/9) Merge tags were migrated to custom fields, giving users more power and flexibility in their workflows.
This enhancement brings three key benefits:
Centralized Management: Manage all your dynamic data in one place within the custom fields section.
Enhanced Data Control: Define specific data types and validation rules for greater accuracy and consistency.
Expanded Functionality: Use custom fields in integration recipes, and for more powerful reporting via the API.
ā”ļø Learn more here.
Messages
(5/29) A more powerful way to communicate in GUIDEcx. Messages replaces the current "notes" experience, and features:
Global Inbox: See what needs your immediate attention with @mentions pinned to the top, and project and task channels ordered by recent activity.
Threaded Replies: Reply in threads to keep discussions focused, organized, and easy to follow.
Save for Later: Flag important messages and come back to them when the time is right to take action.
Daily Digest: Stay in the loop with daily recaps. The daily digest email delivers a snapshot of your most recent unread messages. Each message links directly to its project so you can jump in and reply fast.
ā”ļø Learn more here.


