✨ What is GUIDEcx?
GUIDEcx is a client onboarding and project management tool that helps you deliver projects faster, with better visibility and less friction. It allows your internal teams and external stakeholders to work together seamlessly — no login required for clients!
Use GUIDEcx to:
Create customized onboarding project templates
Assign tasks to internal and external users
Monitor project timelines and progress
Automate updates and reminders
Keep everyone on the same page
🔑 Key Concepts and Terminology
Here are a few terms you’ll see often in GUIDEcx:
Template aka Phase: A reusable project structure with tasks, assignees, dependencies and durations.
Project: A client onboarding workflow made up of tasks and milestones.
Task: An individual step in the project. Tasks can be assigned to internal team members or clients.
Assignee: The person responsible for a task or project.
Stakeholder: An external contact (e.g., a client) involved in a project.
🚪 How to Log In and Set Up Your Account
Log In
Go to https://app.guidecx.com
Enter your work email and password, or log in with SSO if enabled.
Complete Your Profile
Upload a photo, update your job title, and bio.
This helps personalize your projects and collaboration easier.
Set Notification Preferences
Navigate to Profile Settings > Notifications
Choose which notifications you'd like to receive and how you’d like to be updated — email, in-app, or SMS reminders.
👥 Who uses GUIDEcx?
There are two types of users: Internal + External. This allows you to customize what they see!
Internal Users: Users that are employed by your organization and help with the success of your customer's onboarding experience.
External Users: These are users that can be third-party contributors or customers!
Who should be an internal user?
Who should be an internal user?
Onboarding + Implementation teams (usually given a Guide or above license)
Sales team (usually given a contributor license)
Engineering team (usually given a free contributor license)
Who should be an external user?
Who should be an external user?
Customer (we recommend inviting 3+ customers to their onboarding project. They can be the executive sponsor, main point of contact, and a power user)
Third Party (usually users who aren't employed by your organization or the customer's organization, but assist in the implementation of your product/service)
Paid Internal Licenses: Admin, Manager, and Guide
Free Internal Licenses: Task Owner, Contributor, and Observer
Free External Licenses: Customers and Third Parties
Learn more in this article
Tasks
In order to get things done, it's important that everyone knows what to do, when to do it, and how to do it. That's where tasks come in. Every task card in a project plan represents an email that will send out to its assignee. Here are three key things to keep in mind when building tasks.
Task Instructions: these help the assignee know WHAT and HOW to complete their task.
Task Dependencies: these allow you to control when assignees receive an email notification that they need to complete their task.
Task Durations: these communicate how many work days the assignee has to complete their task.
To learn more about tasks, check out this collection of articles!
Projects + Templates/Phases
Projects are a collection of tasks that will help your customer successfully complete their onboarding.
Templates is a pre-designed process/set of steps that can be used to guide new customers through onboarding.
Templates are your starting point, projects use templates but can be customized for each unique client!
More Resources
If you'd like to learn more about how to use GUIDEcx, we recommend going through the GUIDEcx Trailhead course. It's a free online course that will help you understand the basics of GUIDEcx.
Learn how to access it here.