Table of Contents: Messages | Unified Merge Tags | Custom Fields Tab | GUIDE 2.0 | GUIDE 2.0 Enhancements
GUIDE 2.0 Enhancements
(Coming Soon)
Self-serve Template Cloning Updates
Attachments in Templates (Under Construction)
Attachment Links (Coming Soon)
Checklists (Under Construction)
Full Plan View for Customers
Project Bulk Edit
Expand/Collapse Task View
Checklists (Under Construction)
Attachment Links
Bulk Actions for Subtasks (Participant/Event Task Replacements)
Billing Profile
Require Time Tracking
(9/19)
Gantt View in GUIDE 2.0
(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 “Delete” 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 → Start Project (updates Forecast end dates based on today’s end date)
“Welcome Message” & “Internal Welcome Message” 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 “Start Project” modal
Updated Project Timeline Picker
Added the ability to rename “Phases” within a live project
Ability to convert a Phase into a template within a Project template
Bug Fixes: “Role” within Library units wasn’t 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 “Start Project” flow/modal to “Pending” projects
Updated the default layout of the Project Overview
Added the “Assignee” field to Tasks within Library
Added the “Assignee” 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.
➡️ 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.
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.
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.