GUIDEcx

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

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

Genevieve Easterling

Elan Maynez

Learn everything you need to know about projects and tasks!

Managing Projects + Tasks in 2.0

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