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)

Learn how the Analytics API helps you access and analyze GUIDEcx data programmatically.

GUIDEcx Analytics API

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

Messages

Template Library - GUIDE 2.0

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

Embed the GUIDEcx 2.0 Customer Portal directly into your own website or application. Your customers see their project status, tasks, messages, and attachments without leaving your site, and without any…

Embedded Onboarding Portal 2.0

Learn how to create brands, assign them to projects, customize the project experience, and filter projects by brand in GUIDE 2.0

Set Up and Use Brands for Projects (2.0)

Learn how to connect Salesforce to GUIDEcx, automatically create projects from Opportunities, map Salesforce data into GUIDEcx, and keep selected fields in sync.

Connect GUIDEcx to Salesforce with the native integration

Genevieve Easterling

Elan Maynez

Learn all about the new and improved GUIDEcx experience

GUIDE 2.0

Learn what GUIDEreports is, choose the right standard report for your question, understand which GUIDEcx data you're viewing, and find resources for filtering, drilldowns, custom reports, and reporting permissions.

GUIDEreports Overview

Learn how to create a custom GUIDEreport, choose widgets that answer your reporting question, and save the report as Personal or Workspace visibility.

Custom GUIDEreports let you create a reporting…

Build a custom GUIDEreport

Learn how to use the GUIDEreports Customer Engagement report to monitor customer-owned work, overdue and stuck tasks, customer participation, upcoming commitments, and CSAT feedback.

Standard report: Customer Engagement

Learn how to use the GUIDEreports Projects Overview report to monitor project volume, status, timing, health, and forecasted delivery risk across your onboarding portfolio.

Standard report: Projects Overview

Learn how to use the GUIDEreports Task Management report to monitor active, stuck, overdue, unassigned, due, and completed tasks, identify recurring task patterns, and investigate the work that needs attention.

Standard report: Task Management

Learn how to use filters, drilldowns, sorting, and report navigation in GUIDEreports so you can move from a high-level metric to the projects, tasks, customers, or records behind it.

Use GUIDEreports: Filters, drilldowns, sorting, and navigation

Learn the difference between Standard, Personal, and Workspace GUIDEreports and understand what Admins, Managers, Guides, Task Owners, Contributors, and Observers can view, create, edit, and delete.

GUIDEreports access, report types, and permissions

Explore the GUIDEreports widget library and learn what each project, task, customer engagement, CSAT, time tracking, user management, resource allocation, template analysis, and cash value widget shows.

GUIDEreports Widget Library

Understand the fields available in GUIDEreports drilldown tables for tasks, projects, CSAT responses, time entries, and workspace users.

GUIDEreports drilldown field reference

Learn how to use the GUIDEreports Historical Trends report to review changes in project volume, completion, duration, customer participation, satisfaction, and other delivery patterns over time.

Standard report: Historical Trends

Learn how to use the GUIDEreports PM Command Center to monitor project workload, identify schedule risk, review tasks needing attention, and move from portfolio signals to the projects and tasks…

Standard report: PM Command Center

Learn how to use the GUIDEreports Advanced Time Reporting report to analyze tracked time by project, task, team member, category, billable status, and Date Worked.

Standard report: Advanced Time Reporting

Learn how to use the GUIDEreports CSAT report to monitor customer satisfaction, compare project and milestone feedback, understand survey participation, review trends, and investigate individual responses.

Standard report: CSAT

Learn how to use the GUIDEreports Users Overview report to understand workspace membership, roles, user status, project-team participation, capacity, invitations, and account details

Standard report: Users Overview

Learn how to use GUIDEreports to understand project health, task progress, customer engagement, historical trends, team workload, time tracking, CSAT, and workspace users. Explore Standard reports, filters, drilldowns, widget definitions, permissions, and custom reporting to turn your data into actionable insights.

GUIDEreports

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

RAG Agentic Coach - GUIDE 2.0

You can connect AI models like Claude, Codex, and others to your GUIDEcx workspace through a local Model Context Protocol (MCP) server built on the GUIDEcx v3 API.

Build a local MCP server for your GUIDEcx workspace

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

Learn how to migrate existing GUIDE 1.0 projects to GUIDE 2.0, review your migrated project before switching, and understand what does and does not carry over.

Migrate GUIDE 1.0 projects to 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 how to turn Project Phases, Milestones, Tasks, and Subtasks into reusable templates in GUIDE 2.0 for future projects.

How to Templatize Project Plans

Setting accurate expectations is pivotal to an enhanced customer experience. The Gantt View provides a bird's-eye perspective of a project, allowing you to quickly present timelines to executives and provide…

Gantt View 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

Use a HubSpot workflow to send property updates to an existing GUIDEcx project when your GUIDEcx Recipe Builder recipe is configured to receive those updates through a webhook.

Create a HubSpot workflow to sync fields to GUIDEcx

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)

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

Configuring User Attributes

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