GUIDEcx

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

Genevieve Easterling

Elan Maynez

Learn everything you need to know about projects and tasks!

Managing Projects + Tasks in 2.0

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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.

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