GUIDEcx

Learn how to create your own custom email template to match your branding

Custom Email Templates

Learn how to create, manage, and use custom fields at both the project and task level in GUIDE 2.0

Custom Fields 2.0

Customer Views in 2.0

What do I need to know about integrations and reporting with GUIDE 2.0?

Integrations & Reporting - GUIDE 2.0

GUIDE 2.0 Datasets

Learn how you can leverage data from outside systems and data from GUIDEcx projects with GUIDEcx Open API (3.0)

GUIDEcx Open API (3.0)

Centralized messaging in a global inbox - threads and replies all organized in a project channels.

Messages

RAG Agentic Coach - GUIDE 2.0

Template Library - GUIDE 2.0

Learn how to view and enable the Project Performance card in completed projects to analyze team responsiveness, communication, time tracking, data hygiene, and overall project delivery performance. Only available in…

Tempo AI Project Performance

Learn how to resolve common issues related to template dependencies, project creation, user access, customer permissions, and project invitations in GUIDEcx 2.0.

Troubleshooting Templates & Project Access in GUIDEcx 2.0

Learn how to set up SSO with GUIDEcx to reduce the number of credentials your users need to create!

Single Sign On (SSO) Setup

Genevieve Easterling

Elan Maynez

Learn all about the new and improved GUIDEcx experience

GUIDE 2.0

GUIDE 1.0 Sunset Timeline & GUIDE 2.0 Migration

GUIDE 2.0 is a completely reimagined GUIDEcx - a faster, more performant application loaded with new features.

Check out all these tips, tricks, and how to's to navigating GUIDE 2.0 projects!

GUIDE 2.0 FAQs

GUIDE 2.0 vs. Legacy Experience

Template Migration - GUIDE 2.0

Migrating to 2.0

Learn about which files types you can upload and download on projects and tasks. Explore how the new attachments experience works in GUIDE 2.0.

Attachments 2.0

Replacement for participant and event tasks

Bulk Actions for Subtasks - GUIDE 2.0

Bulk Edit in Plan View - GUIDE 2.0

There are three main ways to create a project, depending on how structured or flexible you want your setup to be. This guide walks you through each option, when to…

Creating Projects in 2.0

Set up dependencies and durations in templates and projects so task assignments are sent at the right time and your project timelines stay accurate.

Dependencies & Durations in GUIDEcx 2.0

Learn to view, filter, and action on all your tasks across all your projects in one place.

Global Tasks Page 2.0

The History tab is your project’s built-in audit trail, giving internal teams a clear, chronological view of every action taken. From task updates and status changes to email delivery activity,…

History Tab

"Home" Page - GUIDE 2.0

Learn what the project details page is, how to use it effectively, and what it does. Only available in GUIDE 2.0

Project Details Page

Learn how to view all your projects, set filters, and customize your view to see important high level information of all projects in GUIDE 2.0.

Projects List Page

Program Management - GUIDE 2.0

Learn to organize projects by tagging them.

Project Tags - GUIDE 2.0

Learn about the different Plan views available to providers and customers, explore user permissions within the project plan, and more!

Project Plan 2.0

Manage the internal and customer stakeholders participating in a project. The Project Team tab allows you to invite users, assign roles, and ensure the right people receive task assignments and…

Project Team Tab in 2.0

Project Warnings is an embedded analytics feature that provides Project Managers (PMs) with real-time, actionable insights directly within the Project List page.

Project Warnings: Proactive Action Insights

This article explains how tasks work in GUIDE 2.0, including assignees, dependencies, due dates, notifications, subtasks, time tracking, permissions, and best practices for keeping projects organized and on schedule.

Tasks in 2.0

Learn how to require time tracking for specific tasks, configure project-level enforcement settings, understand permission controls, and manage task completion requirements in GUIDEcx.

Require Time Tracking in 2.0

Learn everything you need to know about projects and tasks!

Managing Projects + Tasks in 2.0

The Jira v3 integration helps your teams stay in their preferred tools by keeping tasks and updates in sync between GUIDEcx and Jira.

Jira <> GUIDEcx Integration Overview

Pull projects into GUIDEcx and push updates back to Salesforce

Salesforce in Recipe Builder

Explore how to use Recipe Builder to integrate GUIDEcx with the rest of your tech stack!.

Recipe Builder

Learn how integrations work within the GUIDEcx platform!

What is the GUIDEcx Recipe Builder?

This overview will help you understand the basics to the GUIDEcx integration platform aka Recipe Builder

Recipe Builder 101

The GUIDEcx connector saves time when creating new recipes and is used in many of prebuilt recipes available in the community page.

Connecting to your GUIDEcx Instance in Recipe Builder

When authenticating with a connector in Recipe Builder, a Connection is created and stored for use in future recipes.

Creating a New Connection in Recipe Builder

Installing Recipes from the Community Library in Recipe Builder

Learn how to create your own recipes to build automations within your tech stack.

Creating Your Own Recipes in Recipe Builder

Recipe Builder Task Limits

Getting Started

400 Bad Request Error

401 Unauthorized error

403 Forbidden Error

404 Not Found

422 Unprocessable Entity

Troubleshooting Recipe Builder

Troubleshooting

HubSpot in CRM Cards and Recipe Builder

Learn how to connect to Typeform in Recipe Builder and what the Pre-built Typeform recipes do.

Typeform Integration Recipes

Upgrading from older managed package approaches

Salesforce Migration to Recipe Builder

Learn how to connect to Zendesk in Recipe Builder and what the pre-built Zendesk recipes do.

Zendesk Integration Recipes

Create Zendesk Tickets by including a hashtag in a GUIDEcx task note. Also sync GUIDEcx notes to Zendesk as comments.

Create Zendesk Ticket and Sync Comments from GUIDEcx Recipe

Forward Zendesk comments to GUIDEcx as task notes.

Sync Zendesk ticket comments to GUIDEcx Recipe

Sync the status of a Zendesk ticket with a task in GUIDEcx.

Sync Zendesk ticket status to GUIDEcx Recipe

Automate task completion and import Google Form responses into GUIDEcx with this recipe.

Import Google Form Response to GUIDEcx Recipe

Learn what the pre-built Google Forms recipes do.

Google Forms Integration Recipes

Create a Custom Merge Tag for a Google Forms URL that updates at project creation to pre-fill a field containing the GUIDEcx Project ID.

Create Google Form URL for GUIDEcx Recipe

Quickly Assign Tasks in GUIDEcx to the corresponding project's PM with this recipe.

Bulk Assign GUIDEcx Tasks to Project Manager Recipe

Generate or Translate task instructions with OpenAI's ChatGPT.

OpenAI(ChatGPT) Integration Recipes

Complete GUIDEcx Task Instructions with ChatGPT Recipe

Translate GUIDEcx Task Instructions with ChatGPT Recipe

Create a Custom Merge Tag for a Typeform URL that updates at project creation to pre-fill a hidden field containing the GUIDEcx Project ID.

Create Typeform URL for GUIDEcx Project Recipe

Automate task completion when a response is received from a Typeform Form

Update GUIDEcx Task from Typeform Response Recipe

Make your GUIDEcx experience even more powerful with these pre-built integrations

GUIDEcx Dependency Recipes

Task A in Template B can be triggered upon the completion of Task A in Template A

Set Dependency Across Templates in GUIDEcx Recipe

Learn how to set up multiple task dependencies for one task!

Set Multi-Task Dependency in GUIDEcx Recipe

Install this recipe and update your templates to allow for tasks to start x amount of days after their dependency has been met!

Finish-to-Start with Lag Dependency Recipe

Microsoft Teams Integration Recipes

Share GUIDEcx project notes to a channel in Microsoft Teams.

Sync GUIDEcx Note to Microsoft Teams Message Recipe

Add both Internal and Public GUIDEcx Project Notes without having to leave Microsoft Teams.

Sync Microsoft Teams Message to GUIDEcx Note Recipe

Notify team members of GUIDEcx Task Assignments in Microsoft Teams

Post Microsoft Teams Message for GUIDEcx Task Assignment Recipe

Update the status of a GUIDEcx task without having to leave Microsoft Teams

Update GUIDEcx task status from Microsoft Teams Recipe

Sync task updates to Salesforce on a defined schedule, using a batch update.

Bulk Sync GUIDEcx Tasks to Salesforce

Sync GUIDEcx New Tasks to Salesforce

Learn how to connect to NetSuite in Recipe Builder so you can start passing data from GUIDEcx to NetSuite!

NetSuite Integration Setup

Sync GUIDEcx Time Tracking to NetSuite on a daily, weekly, or monthly schedule!

Bulk Sync GUIDEcx Time Tracking to NetSuite Service Item Fulfillment Recipe

Check out this collection to learn about specific recipes you can install into your Recipe Builder!

Specific Recipes

Embed an iframe of your Project Overview

Set up custom SAML for GUIDEcx in Google Workspaces. Follow this guide to enable SSO integration and enhance security and user experience.

Creating a Custom SAML App for GUIDEcx in Google Workspaces

Learn how to use external systems to authenticate with GUIDEcx.

Single Sign-On (SSO)

We’re thrilled to announce the release of our all-new reporting suite, GUIDEreports, available in GUIDE 1.0 + 2.0.

GUIDEreports Overview

Learn all about building custom GUIDEreports: What permissions do each license type have, who can do what?, How to build Personal or Workspace Reports, How Widgets Work and How Metrics…

Report Building with GUIDEreports

This report tracks key customer success and engagement metrics, highlighting customers who are thriving or at risk based on task completion and CSAT.

Standard Report: Customer Engagement

This report provides a consolidated view of project health, deadlines, and risks, quickly highlighting projects that are behind schedule, overdue, or need immediate attention.

Standard Report: Projects Overview

This report provides visibility into task-level productivity, quickly identifying bottlenecks and opportunities to improve operational efficiency.

Standard Report: Task Management

Check out the all new Reporting Suite we're building in GUIDE 2.0!

GUIDEreports

Learn how to define and manage specialized skills and certifications to improve task-matching accuracy. Only available in GUIDE 2.0

Configuring User Attributes

Define the physical or logistical working states available to your team in GUIDE 2.0!

Defining Workspace Availability Types

Learn how to facilitate resource assignment to ensure the fastest project delivery!

Dispatching

Ensure GUIDEcx understands when users are unavailable to work to prevent assignment bottlenecks.

Managing Holidays and Time Off

Learn how to use the People Timeline View to manage workloads, track project assignments, and stay on top of tasks with a person-centered scheduling experience.

People Timeline View

This master guide explains how User Attributes, Availability, and Time Off converge to automate task assignments making PSA assignments easier than ever.

PSA Assignment Engine

This guide details how to configure Customer Roles and Project Roles in GuideCX. These features streamline project management by ensuring tasks are automatically assigned to the right people based on…

Role Configuration and Assignment

Learn how to use the Task Planning View to efficiently assign work using real-time capacity data, availability requirements, and intelligent Match Scores.

Task Planning View

A centralized view for administrators to track and schedule team logistics in GUIDE 2.0

Using the Resource Management Calendar

Learn how to set up and configure Resource Management in GUIDE 2.0!

Resource Management

Build unique workspaces for your teams, brands, locations, etc all within one GUIDEcx instance

Workspaces in 2.0

Learn how to configure workspace timezone and workweek settings in GUIDEcx. This article explains how these settings affect project forecasting, scheduling, dependencies, and timelines, with best practices and FAQs for…

Time Zone & Workweek Configuration

Learn how to configure and manage the settings that govern your GUIDEcx workspace.

Workspaces

Ask the Community

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

Try using different keywords or checking for typos.

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search and ask

Find guides, answers, and references.

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.