GUIDEcx provides flexible tools to help you quickly find and organize tasks. Whether you’re managing a large project or reviewing a specific subset of work, searching, filtering, and sorting make it easy to stay focused on what work needs to be completed.
Permissions: What can different users see in the Global Tasks Page?
Admin + Managers can see all tasks across all projects independent if they are invited to the project.
Guides can see all tasks across projects they own and are invited to.
Task Owners + Contributors can only see tasks that they are assigned to.
Customers (with Full Plan access) + Third Parties can only see tasks that they are assigned to.
Searching
Use the search bar to quickly locate tasks using keywords.
Search by task name
Results update dynamically as you type
Tip: The search bar only queries the Task Column, if you want to search by certain customers or project name you can leverage filtering for that!
Filtering
Filters allow you to narrow down tasks to a specific subset based on defined criteria.
You can filter by:
Assignee
Task Status
Project Status
Tags (Task - not project tags)
Customer
Project
Responsibility
Visibility
Availability
Role
User Attributes
Only Overdue Tasks
Filtering is especially useful for:
Focusing on your own work
Identifying bottlenecks
Reviewing team performance
Managing overdue or unassigned tasks
Tip: Don't forget to save commonly used filters for quicker access to view different tasks! You can also set filters as defaults. Check out the video below to learn how to save a filter and set it as a default.
Permissions: What can different users do with their tasks in the Global Tasks Page?
Admin + Managers can update statuses, assignees, track time and more of any task.
Guides can update statuses, assignees, track time and more on tasks across projects they own and are invited to.
Task Owners + Contributors can only update statuses and reassign tasks that they are assigned to.
Customers (with Full Plan access) + Third Parties can only update statuses and reassign tasks that they are assigned to.
Sorting
Sorting helps you organize tasks in a structured order.
Currently, tasks can be sorted by Task Name
Simply click on the column header to sort!
Use sorting to quickly prioritize upcoming work.
Shortcuts
The Global Tasks Page allows you to work on multiple tasks across all your projects.
You can do the following all within the Global Tasks Page: (please review the Permissions above to see who can do what)
Update Task Statuses
Open up a task card to review task instructions and access attachments
Navigate to different projects, phases, milestones, and tasks directly from the tasks page.
Reassign tasks
Best Practices
Here are a few ways teams commonly use these tools:
Save Filtered Views
Save your filters to quickly return to frequently used views.Manager 1:1 Reviews
Create a filtered view by assignee to review an individual’s workload during one-on-ones.Unassigned Task Management
Some teams designate time each day or week to filter for unassigned tasks and ensure everything is properly distributed.Overdue Task Monitoring
Use the “Only Overdue Tasks” filter to quickly identify risks and take action.
Using these tools together helps you stay organized, prioritize effectively, and ensure nothing falls through the cracks.