How to assign a customer to a project
Easily connect the right customer to the right project so everyone stays aligned from day one. By assigning a customer and inviting their contacts, you give them a clear seat at the table - building trust, encouraging engagement, and helping both sides work better together.
Navigate to the project
Click "No customer selected"
Type in the Customer's Company name
Click "+ Create" or select the existing customer name if they're already saved
Now you go navigate to the "Team" and invite customer contacts!
How to invite customers to their project
Inviting customers to their project gives them a clear role and a direct way to collaborate with your team. Setting up customer roles first makes it easy to add their contacts, keep responsibilities organized, and ensure communication happens in the right place.
Before inviting customer contacts to a project, you'll need to ensure that there are customer roles created. The steps below include those steps on how to create Customer Roles.
Navigate to Resource Management
Click "Customer Roles"
Click "+ Add Customer Role"
Type in your "Customer Roles" PS they'll autosave!
Now you can add those Customer Roles under the Customer Team!
Navigate to the project's team tab
Click "+ Add Role" under the Customer's team
Enter the customer's information
Click "Add Role to Project"
Repeat those steps until you've built out the customer's team!
How to migrate a template from GUIDE 1.0 to 2.0
By design your 1.0 templates won't appear in 2.0. You'll need to migrate them - here's how to do that!
Navigate to your Templates in GUIDE 1.0
Click "Try 2.0"
Click "Migrate Templates"
Select the checkbox of each template you'd like to migrate.
Click "Migrate"
Click "Start Migration"
After a few minutes (depending on size of your template) it should be ready to be used to spin up new GUIDE 2.0 projects!
How to make a "Phase" template from a "Project" template.
If you migrated a template from GUIDE 1.0, you'll need to convert it to be a "Phase" template in order to add it to projects! By default - migrated templates will appear as "Project" templates so you can create projects with them. However if you'd like to add additional templates to projects, then you'll need to follow these steps:
Click into the Project Template that you'd like to convert
Select "Convert to template"
Navigate to a project and click on this button "+"
Your newly created "Phase" template is now available to be added to projects!