“Home” is a brand new screen in GUIDEcx that acts as a centralized command center for each user to know exactly what they should work on and how they are contributing to the success or delay of projects. This new Home page combines elements that have existed throughout the product, but organizes and prioritizes the work to help move projects forward. It also contains brand new metrics to help users understand their direct impact on projects.
User Access
Home can be accessed by any internal user regardless of license type. It can also be accessed by customer users (Full Project View and Compass View).
It is a screen for every user that has tasks assigned to them or is involved in the communication around a project. Users can access via the left-hand navigation bar. The new Home page is only available in GUIDE 2.0.
Layout
The Home page consists of three primary sections: Urgent & Overdue, Up Next and Your Impact.
Urgent & Overdue: This section contains tasks that are either past due, due today or due tomorrow. These tasks are being surfaced to provide clear visibility about tasks you are responsible for and should be your top priority to keep projects moving forward. Additionally, users will see any “@mentions” that they haven’t addressed through the Global Inbox. Users will be able to respond and keep the communication flowing.
Up Next: This section contains tasks that are assigned to the user, but whose Due Date is later than one day out or tasks that don’t have a Due Date at all. This is a list that users can focus on to try and get ahead on task completion and work to accelerate project completion.
Your Impact: This section has four specific metric cards that can be used to measure a user’s specific impact on projects and task management.
Forecast Impact Score: This metric illustrates the impact a user has made on accelerating or delaying a project timeline. If a user is completing their tasks early then they are shaving off time and helping the project move faster, this is represented by a negative number displayed in green (good). If the user is completing their tasks late and adding time to the project this is represented by a positive number displayed in red (bad).
Completed Tasks: This metric shows the number of Completed Tasks for the specified time frame.
Tasks Completed on Time: This metric shows a percentage of tasks completed this week on time or early.
Tasks Marked Done By Someone Else: This metric shows how many tasks assigned to the specific user were marked “Done” this week, but that the action of changing the status was actually done by a user other than the assignee on the task.
Note: You can drill down into the cards to get a breakdown of which tasks are being considered in generating the metric as well as a more detailed explanation of how the Forecast Impact Score is being calculated.
Additionally, you can view the stats for different weeks by clicking on the navigation arrows. The dates aren’t customizable and they run from Sun-Sat, but you can look at data from previous weeks if desired.
To see how the new homepage works in more detail, check out this video. ⤵️
Shortcuts
While the new Home page is designed to allow for task completion directly within the page, there are a variety of shortcuts available to users to improve navigation to relevant tasks and projects.
Task Completion: Users can update the status directly on the Home page or they can click the name of the task to open the task drawer and see additional details
Time: Clicking the Time link on the task opens the task drawer, but with the Time Tracking tab as the landing spot rather than the Details tab.
Messages: Clicking the Messages link on the task opens the task drawer and links directly to the Messages tab rather than the Details tab.
Project Name: Below the task name there is a link to the project and clicking here will navigate you to the Overview tab of the project, where a user can review and gather more context.