GUIDEcx

Learn about different types of tasks - Regular, Participant, or Event Task to fit the needs of your onboarding experience!

Task Types

Learn to view, filter and export all your tasks across all your projects in one place.

Tasks Table

Learn everything about a task card in the "Plan" tab of a project.

Task Card Anatomy

Learn pro-tips and best practices to reference when creating regular tasks.

Regular Tasks

Learn about how to enable Sign-Off on certain tasks.

Task Sign-Off

Learn how to accomplish group activities with multiple participants through a single task.

Participant Tasks

Learn to create an distinguish important events like Kickoff Call, Handoff call, Go Live meeting, etc from regular tasks!

Event Tasks

Learn how to modify your project plan by adding tasks to evolving projects!

Add Tasks or Task Groups to an inflight Projects

Learn how to best use task notes and effectively communicate with the teammates through them.

Task Notes

Learn tips and best practices when setting estimated hours.

Estimated Hours

Learn to add watchers to a task to keep them in the loop with certain task progress!

Watchers

Learn to organize your templates by grouping tasks together to create a "mini milestone" or "sub-tasks"!

Task Groups

Learn to consolidate your tasks to create a simple plan view by using the subtask/checklist feature within a task.

Task Checklist

Learn to quickly assign all internal and customer tasks and about the visibility of tasks to external users.

Assigning Tasks to Users

Learn how to edit an active task; changing task status, changing the due date, and making other general edits.

Editing Tasks

How to create a task within the task pop-up menu.

Create a Task

Encourage your project team to save things on their own personal calendar.

Add Tasks with Due Dates to Your Personal Calendar

Did you know you can set up task specific notifications for mission critical tasks so your project doesn't run late?

Task Notifications: Notify if task isn't started by a specific date

Creating, Adding & Visibility of Task Tags.
Task tags can be used to filter and organize your tasks!

Task Tags

Use the bulk edit feature to quickly change attributes or make assignments to multiple tasks at once.

Bulk Edit

This article will help you understand the steps to take to resend a Task Assignment email

Resending Task Assignment Email

What is the difference, what are the pros, what are the cons, and more!

Hard vs. Soft Dependencies in GUIDEcx

Elan Maynez

Genevieve Easterling

Learn about the different types of tasks and best practices for using them.

Tasks

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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.

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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.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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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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