What's different between the Legacy board view and the new plan view in GUIDE 2.0? Take a closer look ⤵️
General Board View Functionality | Legacy Board | Plan View - GUIDE 2.0 |
Add Phase/Template Shortcut | ✅ | ✅ |
Phase Menu - Save as Template | ❌ | ✅ |
Add Milestone | ✅ | ✅ |
Milestone Menu - Edit, Duplicate, Delete | ✅ | ✅ |
Milestone Menu - Save as Template | ❌ | ✅ |
Add Task | ✅ | ✅ |
Task Kebab Menu - Edit/Details, Tags, Duplicate, Delete, Resend Assignment Email | ✅ | ✅ |
Task Kebab Menu - Messages (Notes), Enter Time, Attachments, Checklist | ✅ | ✅ |
Task Kebab Menu - Assignee, Status, Dependencies, Save as Template | ❌ | ✅ |
Gantt View | ✅ | Coming Soon |
Board View, List View | ✅ | ✅ |
Add Team Member | ✅ | ✅ |
Project Menu - Project Settings, Project Details, Edit Template, Archive Project, Enter Time on Project, Delete Project | ✅ | Coming Soon |
Project Sub Tab Navigation (Overview, Team, Custom Fields, etc.) | ✅ | ✅ |
Filter | ✅ | ✅ |
Bulk Edit | ✅ | Coming Soon |
Expand/Collapse Task View | ✅ | Coming Soon |
Condensed Milestone Column Upon Completion | ✅ | ❌ |
Auto Horizontal Scroll to Current Milestone | ✅ | ✅ |
Use of Library Units | ❌ | ✅ |
Project Summary Bar | ✅ | ✅ |
Task Card Visibility | Legacy Board | Plan View v2 |
Task Name, Assignee, Status, Responsibility, Due Date, Dependency | ✅ | ✅ |
Project Action Items, Notes, Attachments, Checklists | ✅ | ❌ |
Participant Count | ✅ | ❌ |
Hidden Task Indicator | ✅ | ✅ |
Task Drawer Attributes | Legacy Board | Plan View v2 |
Task Name, Assignee, Status, Task Instructions, Responsibility, Visibility, Start Date, Due Date, Dependency, Task Custom Fields | ✅ | ✅ |
Subtasks | ❌ | ✅ |
Breadcrumb Navigation | ❌ | ✅ |
Notify if task is not started by a specific date toggle | ✅ | ❌ |
Priority | ✅ | ❌- Use Custom Field |
Estimated Hours | ✅ | ✅ |
Points | ✅ | ❌ - Use Custom Field |
Require Sign Off toggle | ✅ | ❌ |
Notes | ✅ | ❌ |
Messages | ✅ | ✅ |
Attachments | ✅ | ✅ |
Checklist | ✅ | Coming Soon |
Tags | ✅ | ✅ |
Watching | ✅ | ❌ |
Milestone Drawer Attributes | Legacy Board | Plan View v2 |
Milestone Name & Description | ✅ | ✅ |
Send CSAT survey upon milestone completion toggle | ✅ | ✅ |
Send Message upon milestone completion toggle | ✅ | ❌ |
Attachments | ✅ | ✅ |
Where can I learn more about GUIDE 2.0? ⤵️
We're hosting an "Office Hours" webinar every Thursday in August, designed to help you master GUIDE 2.0. This is your chance to dive deeper into the latest enhancements and get all your questions answered in real-time! Register here.