Table of Contents: Messages | Unified Merge Tags | Custom Fields Tab | GUIDE 2.0
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.
➡️ 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.
➡️ 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.
☑️ View all project custom fields in one place
☑️ Inline edit, work is autosaved
☑️ Fewer clicks, less scrolling
➡️ Learn more here.
GUIDE 2.0
(8/4-8/25) We're thrilled to announce the release of GUIDE 2.0 - a completely reimagined experience designed to make you even more efficient.
➡️ Learn more here.
