GUIDEcx

Template Analysis Report data can now be found within the template experience!

Template Analysis Dashboard

What are templates and how do you create them? Read all about that here!

Creating a Template

This article will provide best practices and tips for crafting an experience overview for your customers.

Experience Overview

You can now add multiple Resource Management Functions to a single task to further pinpoint who should own a task!

Multiple Task Functions - NEW

Managing Templates Within a Project

This article will provide GUIDEcx users with information about the new columns now featured in the Templates page.

Templates : New Columns

Duplicate templates, milestones, and tasks to save time when creating templates.

Duplicating Templates, Milestones, and Tasks

Set up dependencies in templates and projects between your tasks and milestones so assignments go out at the right time.

Dependencies + Durations

This article will provide you with the steps to edit templates and their visibility on both a Template and Project level.

Editing Templates

Unified with Custom Fields July of 2025 to dynamically personalize task instructions and inject important information into emails

Custom Merge Tags

Did you create a project & realize the amazing job you did with it? Want to create a template from it to use on other projects? Here's How!

Creating a Template From an Existing Project

The power of Forecasts, Durations & Dependencies

Learn how each object within GUIDEcx relates to another. Also learn how dependencies can work

GUIDEcx Object Hierarchy

Elan Maynez

Genevieve Easterling

Templates are your blueprints for success. Here's everything you need to know about them!

Templates

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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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