GUIDEcx

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

Integrations & Reporting - GUIDE 2.0

"Home" Page - GUIDE 2.0

RAG Agentic Coach - GUIDE 2.0

Customer Views in 2.0

GUIDE 2.0 Datasets

Read more about the features and updates released in 2026

2026 Release Notes 🎊

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

Messages

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

Elan Maynez

Genevieve Easterling

Learn all about the new and improved GUIDEcx experience

GUIDE 2.0

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 1.0 Sunset Timeline & GUIDE 2.0 Migration

GUIDE 2.0 vs. Legacy Experience

Template Migration - GUIDE 2.0

Migrating to 2.0

Replacement for participant and event tasks

Bulk Actions for Subtasks - GUIDE 2.0

Bulk Edit in Plan View - GUIDE 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

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

Learn to organize projects by tagging them.

Project Tags - GUIDE 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

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

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

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

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

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

Global Tasks Page 2.0

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 everything you need to know about projects and tasks!

Managing Projects + Tasks in 2.0

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 [Beta]

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

Managing Holidays and Time Off

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

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

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

GUIDEreports Overview

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

Standard Report: Task Management

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 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

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

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

GUIDEreports

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