Guide - License type formerly known as Project Manager.
Note: The title change from Project Manager to Guide is strictly for the license type. Project Managers are still assigned at the project level.
FAQs
Can Guides see all projects? Only projects they own or are invited to!
Can Guides create and edit their projects? Yes!
Do Guides invite customers and internal users to projects? Yes!
Can Guides assign tasks? Easily!
Can Guides create a template? No
Can Guides View templates? Yes!
Key Features
Templates
Name: The name of the workflow or project plan
Experience Overview: This is the welcome email that will be sent out when this template is used.
Milestones
Name: The bucket of tasks such as pre-work, configuration, go-live
Tasks
Name: What needs to be done (action-oriented task title i.e. "Schedule Kickoff Call")
Description: Written like the body of an email to tell the assignee what they need to do and how to do it - feel free to include hyperlinks or attachments.
Duration: How many days they should have to complete the task (business days)
Dependency: Other tasks or milestones that need to be done before this gets worked on.