# GUIDEcx Knowledge Base

> Learn best practices and find answers to your questions!

## GUIDE 2.0

- [Custom Email Templates](https://help.guidecx.com/en/articles/8582693-custom-email-templates.md): Learn how to create your own custom email template to match your branding
- [Custom Fields 2.0](https://help.guidecx.com/en/articles/9174733-custom-fields-2-0.md): Learn how to create, manage, and use custom fields at both the project and task level in GUIDE 2.0
- [Customer Views in 2.0](https://help.guidecx.com/en/articles/12663058-customer-views-in-2-0.md)
- [Integrations & Reporting - GUIDE 2.0](https://help.guidecx.com/en/articles/11864308-integrations-reporting-guide-2-0.md): What do I need to know about integrations and reporting with GUIDE 2.0?
- [GUIDE 2.0 Datasets](https://help.guidecx.com/en/articles/13005300-guide-2-0-datasets.md)
- [GUIDEcx Open API \(3.0\)](https://help.guidecx.com/en/articles/15182340-guidecx-open-api-3-0.md): Learn how you can leverage data from outside systems and data from GUIDEcx projects with GUIDEcx Open API \(3.0\)
- [GUIDEcx Analytics API](https://help.guidecx.com/en/articles/15182239-guidecx-analytics-api.md): Learn how the Analytics API helps you access and analyze GUIDEcx data programmatically.
- [Messages](https://help.guidecx.com/en/articles/9628091-messages.md): Centralized messaging in a global inbox - threads and replies all organized in a project channels.
- [RAG Agentic Coach - GUIDE 2.0](https://help.guidecx.com/en/articles/12580249-rag-agentic-coach-guide-2-0.md)
- [Template Library - GUIDE 2.0](https://help.guidecx.com/en/articles/11833619-template-library-guide-2-0.md)
- [Tempo AI Project Performance](https://help.guidecx.com/en/articles/14999476-tempo-ai-project-performance.md): 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....
- [Troubleshooting Templates & Project Access in GUIDEcx 2.0](https://help.guidecx.com/en/articles/15093161-troubleshooting-templates-project-access-in-guidecx-2-0.md): Learn how to resolve common issues related to template dependencies, project creation, user access, customer permissions, and project invitations in GUIDEcx 2.0.
- [Single Sign On \(SSO\) Setup](https://help.guidecx.com/en/articles/5643518-single-sign-on-sso-setup.md): Learn how to set up SSO with GUIDEcx to reduce the number of credentials your users need to create!
- [Configure Time Tracking in GUIDEcx](https://help.guidecx.com/en/articles/15862868-configure-time-tracking-in-guidecx.md): Learn how to configure Time Tracking in GUIDEcx, including Time Categories and Billing Profiles, so you can accurately track work, measure utilization, and support customer billing.
- [GUIDE 1.0 Sunset Timeline & GUIDE 2.0 Migration](https://help.guidecx.com/en/articles/12855480-guide-1-0-sunset-timeline-guide-2-0-migration.md)
- [GUIDE 2.0](https://help.guidecx.com/en/articles/11826351-guide-2-0.md): GUIDE 2.0 is a completely reimagined GUIDEcx - a faster, more performant application loaded with new features.
- [GUIDE 2.0 FAQs](https://help.guidecx.com/en/articles/12452452-guide-2-0-faqs.md): Check out all these tips, tricks, and how to's to navigating GUIDE 2.0 projects!
- [GUIDE 2.0 vs. Legacy Experience](https://help.guidecx.com/en/articles/11864331-guide-2-0-vs-legacy-experience.md)
- [Template Migration - GUIDE 2.0](https://help.guidecx.com/en/articles/12304812-template-migration-guide-2-0.md)
- [Attachments 2.0](https://help.guidecx.com/en/articles/6418489-attachments-2-0.md): 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.
- [Bulk Actions for Subtasks - GUIDE 2.0](https://help.guidecx.com/en/articles/12663612-bulk-actions-for-subtasks-guide-2-0.md): Replacement for participant and event tasks
- [Bulk Edit in Plan View - GUIDE 2.0](https://help.guidecx.com/en/articles/12566903-bulk-edit-in-plan-view-guide-2-0.md)
- [Creating Projects in 2.0](https://help.guidecx.com/en/articles/14790574-creating-projects-in-2-0.md): 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 use it, and best practices to get...
- [Dependencies & Durations in GUIDEcx 2.0](https://help.guidecx.com/en/articles/15093204-dependencies-durations-in-guidecx-2-0.md): Set up dependencies and durations in templates and projects so task assignments are sent at the right time and your project timelines stay accurate.
- [Global Tasks Page 2.0](https://help.guidecx.com/en/articles/14844196-global-tasks-page-2-0.md): Learn to view, filter, and action on all your tasks across all your projects in one place.
- [History Tab](https://help.guidecx.com/en/articles/14434506-history-tab.md): 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, it ...
- ["Home" Page - GUIDE 2.0](https://help.guidecx.com/en/articles/12449901-home-page-guide-2-0.md)
- [Project Details Page](https://help.guidecx.com/en/articles/14832839-project-details-page.md): Learn what the project details page is, how to use it effectively, and what it does. Only available in GUIDE 2.0
- [Projects List Page](https://help.guidecx.com/en/articles/14742790-projects-list-page.md): 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.
- [Program Management - GUIDE 2.0](https://help.guidecx.com/en/articles/11828665-program-management-guide-2-0.md): A holistic view of your customers
- [Project Tags - GUIDE 2.0](https://help.guidecx.com/en/articles/6415122-project-tags-guide-2-0.md): Learn to organize projects by tagging them.
- [Project Plan 2.0](https://help.guidecx.com/en/articles/14792143-project-plan-2-0.md): Learn about the different Plan views available to providers and customers, explore user permissions within the project plan, and more!
- [Project Team Tab in 2.0](https://help.guidecx.com/en/articles/14831702-project-team-tab-in-2-0.md): 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 pro...
- [Project Warnings: Proactive Action Insights](https://help.guidecx.com/en/articles/12824062-project-warnings-proactive-action-insights.md): Project Warnings is an embedded analytics feature that provides Project Managers \(PMs\) with real-time, actionable insights directly within the Project List page.
- [Tasks in 2.0](https://help.guidecx.com/en/articles/14844643-tasks-in-2-0.md): 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 organiz...
- [Require Time Tracking in 2.0](https://help.guidecx.com/en/articles/15521322-require-time-tracking-in-2-0.md): Learn how to require time tracking for specific tasks, configure project-level enforcement settings, understand permission controls, and manage task completion requirements in GUIDEcx.
- [How to Templatize Project Plans](https://help.guidecx.com/en/articles/16220947-how-to-templatize-project-plans.md): Learn how to turn Project Phases, Milestones, Tasks, and Subtasks into reusable templates in GUIDE 2.0 for future projects.
- [Jira \<\> GUIDEcx Integration Overview](https://help.guidecx.com/en/articles/10421055-jira-guidecx-integration-overview.md): The Jira v3 integration helps your teams stay in their preferred tools by keeping tasks and updates in sync between GUIDEcx and Jira.
- [Salesforce in Recipe Builder](https://help.guidecx.com/en/articles/7320131-salesforce-in-recipe-builder.md): Pull projects into GUIDEcx and push updates back to Salesforce
- [What is the GUIDEcx Recipe Builder?](https://help.guidecx.com/en/articles/10811403-what-is-the-guidecx-recipe-builder.md): Learn how integrations work within the GUIDEcx platform!
- [Recipe Builder 101](https://help.guidecx.com/en/articles/7036580-recipe-builder-101.md): This overview will help you understand the basics to the GUIDEcx integration platform aka Recipe Builder
- [Connecting to your GUIDEcx Instance in Recipe Builder](https://help.guidecx.com/en/articles/8137744-connecting-to-your-guidecx-instance-in-recipe-builder.md): The GUIDEcx connector saves time when creating new recipes and is used in many of prebuilt recipes available in the community page.
- [Creating a New Connection in Recipe Builder](https://help.guidecx.com/en/articles/8017740-creating-a-new-connection-in-recipe-builder.md): When authenticating with a connector in Recipe Builder, a Connection is created and stored for use in future recipes.
- [Installing Recipes from the Community Library in Recipe Builder](https://help.guidecx.com/en/articles/8017739-installing-recipes-from-the-community-library-in-recipe-builder.md)
- [Creating Your Own Recipes in Recipe Builder](https://help.guidecx.com/en/articles/8018032-creating-your-own-recipes-in-recipe-builder.md): Learn how to create your own recipes to build automations within your tech stack.
- [Recipe Builder Task Limits](https://help.guidecx.com/en/articles/7189296-recipe-builder-task-limits.md): Monitoring and adjusting yearly limits
- [400 Bad Request Error](https://help.guidecx.com/en/articles/11126902-400-bad-request-error.md)
- [401 Unauthorized error](https://help.guidecx.com/en/articles/11126917-401-unauthorized-error.md)
- [403 Forbidden Error](https://help.guidecx.com/en/articles/11126932-403-forbidden-error.md)
- [404 Not Found](https://help.guidecx.com/en/articles/11126945-404-not-found.md)
- [422 Unprocessable Entity](https://help.guidecx.com/en/articles/11126950-422-unprocessable-entity.md)
- [Troubleshooting Recipe Builder](https://help.guidecx.com/en/articles/11127011-troubleshooting-recipe-builder.md)
- [HubSpot in CRM Cards and Recipe Builder](https://help.guidecx.com/en/articles/5635796-hubspot-in-crm-cards-and-recipe-builder.md)
- [Typeform Integration Recipes](https://help.guidecx.com/en/articles/7837984-typeform-integration-recipes.md): Learn how to connect to Typeform in Recipe Builder and what the Pre-built Typeform recipes do.
- [Salesforce Migration to Recipe Builder](https://help.guidecx.com/en/articles/7884123-salesforce-migration-to-recipe-builder.md): Upgrading from older managed package approaches
- [Zendesk Integration Recipes](https://help.guidecx.com/en/articles/7908601-zendesk-integration-recipes.md): Learn how to connect to Zendesk in Recipe Builder and what the pre-built Zendesk recipes do.
- [Create Zendesk Ticket and Sync Comments from GUIDEcx Recipe](https://help.guidecx.com/en/articles/7993367-create-zendesk-ticket-and-sync-comments-from-guidecx-recipe.md): Create Zendesk Tickets by including a hashtag in a GUIDEcx task note. Also sync GUIDEcx notes to Zendesk as comments.
- [Sync Zendesk ticket comments to GUIDEcx Recipe](https://help.guidecx.com/en/articles/7996350-sync-zendesk-ticket-comments-to-guidecx-recipe.md): Forward Zendesk comments to GUIDEcx as task notes.
- [Sync Zendesk ticket status to GUIDEcx Recipe](https://help.guidecx.com/en/articles/7996491-sync-zendesk-ticket-status-to-guidecx-recipe.md): Sync the status of a Zendesk ticket with a task in GUIDEcx.
- [Import Google Form Response to GUIDEcx Recipe](https://help.guidecx.com/en/articles/8032600-import-google-form-response-to-guidecx-recipe.md): Automate task completion and import Google Form responses into GUIDEcx with this recipe.
- [Google Forms Integration Recipes](https://help.guidecx.com/en/articles/8049574-google-forms-integration-recipes.md): Learn what the pre-built Google Forms recipes do.
- [Create Google Form URL for GUIDEcx Recipe](https://help.guidecx.com/en/articles/8049575-create-google-form-url-for-guidecx-recipe.md): Create a Custom Merge Tag for a Google Forms URL that updates at project creation to pre-fill a field containing the GUIDEcx Project ID.
- [Bulk Assign GUIDEcx Tasks to Project Manager Recipe](https://help.guidecx.com/en/articles/8066585-bulk-assign-guidecx-tasks-to-project-manager-recipe.md): Quickly Assign Tasks in GUIDEcx to the corresponding project's PM with this recipe.
- [OpenAI\(ChatGPT\) Integration Recipes](https://help.guidecx.com/en/articles/8168139-openai-chatgpt-integration-recipes.md): Generate or Translate task instructions with OpenAI's ChatGPT.
- [Complete GUIDEcx Task Instructions with ChatGPT Recipe](https://help.guidecx.com/en/articles/8174313-complete-guidecx-task-instructions-with-chatgpt-recipe.md)
- [Translate GUIDEcx Task Instructions with ChatGPT Recipe](https://help.guidecx.com/en/articles/8174315-translate-guidecx-task-instructions-with-chatgpt-recipe.md)
- [Create Typeform URL for GUIDEcx Project Recipe](https://help.guidecx.com/en/articles/8207125-create-typeform-url-for-guidecx-project-recipe.md): Create a Custom Merge Tag for a Typeform URL that updates at project creation to pre-fill a hidden field containing the GUIDEcx Project ID.
- [Update GUIDEcx Task from Typeform Response Recipe](https://help.guidecx.com/en/articles/8207172-update-guidecx-task-from-typeform-response-recipe.md): Automate task completion when a response is received from a Typeform Form
- [GUIDEcx Dependency Recipes](https://help.guidecx.com/en/articles/8229557-guidecx-dependency-recipes.md): Make your GUIDEcx experience even more powerful with these pre-built integrations
- [Set Dependency Across Templates in GUIDEcx Recipe](https://help.guidecx.com/en/articles/8229674-set-dependency-across-templates-in-guidecx-recipe.md): Task A in Template B can be triggered upon the completion of Task A in Template A
- [Set Multi-Task Dependency in GUIDEcx Recipe](https://help.guidecx.com/en/articles/8229742-set-multi-task-dependency-in-guidecx-recipe.md): Learn how to set up multiple task dependencies for one task!
- [Finish-to-Start with Lag Dependency Recipe](https://help.guidecx.com/en/articles/8232668-finish-to-start-with-lag-dependency-recipe.md): Install this recipe and update your templates to allow for tasks to start x amount of days after their dependency has been met!
- [Microsoft Teams Integration Recipes](https://help.guidecx.com/en/articles/8273407-microsoft-teams-integration-recipes.md)
- [Sync GUIDEcx Note to Microsoft Teams Message Recipe](https://help.guidecx.com/en/articles/8274147-sync-guidecx-note-to-microsoft-teams-message-recipe.md): Share GUIDEcx project notes to a channel in Microsoft Teams.
- [Sync Microsoft Teams Message to GUIDEcx Note Recipe](https://help.guidecx.com/en/articles/8274374-sync-microsoft-teams-message-to-guidecx-note-recipe.md): Add both Internal and Public GUIDEcx Project Notes without having to leave Microsoft Teams.
- [Post Microsoft Teams Message for GUIDEcx Task Assignment Recipe](https://help.guidecx.com/en/articles/8279911-post-microsoft-teams-message-for-guidecx-task-assignment-recipe.md): Notify team members of GUIDEcx Task Assignments in Microsoft Teams
- [Update GUIDEcx task status from Microsoft Teams Recipe](https://help.guidecx.com/en/articles/8280015-update-guidecx-task-status-from-microsoft-teams-recipe.md): Update the status of a GUIDEcx task without having to leave Microsoft Teams
- [Bulk Sync GUIDEcx Tasks to Salesforce](https://help.guidecx.com/en/articles/8324550-bulk-sync-guidecx-tasks-to-salesforce.md): Sync task updates to Salesforce on a defined schedule, using a batch update.
- [Sync GUIDEcx New Tasks to Salesforce](https://help.guidecx.com/en/articles/8324614-sync-guidecx-new-tasks-to-salesforce.md): Sync New GUIDEcx Tasks to Salesforce
- [NetSuite Integration Setup](https://help.guidecx.com/en/articles/8388824-netsuite-integration-setup.md): Learn how to connect to NetSuite in Recipe Builder so you can start passing data from GUIDEcx to NetSuite!
- [Bulk Sync GUIDEcx Time Tracking to NetSuite Service Item Fulfillment Recipe](https://help.guidecx.com/en/articles/8411640-bulk-sync-guidecx-time-tracking-to-netsuite-service-item-fulfillment-recipe.md): Sync GUIDEcx Time Tracking to NetSuite on a daily, weekly, or monthly schedule!
- [Embed an iframe of your Project Overview](https://help.guidecx.com/en/articles/3370190-embed-an-iframe-of-your-project-overview.md): View your Project Overview anywhere!
- [Creating a Custom SAML App for GUIDEcx in Google Workspaces](https://help.guidecx.com/en/articles/9462324-creating-a-custom-saml-app-for-guidecx-in-google-workspaces.md): Set up custom SAML for GUIDEcx in Google Workspaces. Follow this guide to enable SSO integration and enhance security and user experience.
- [GUIDEreports Overview](https://help.guidecx.com/en/articles/13549111-guidereports-overview.md): We’re thrilled to announce the release of our all-new reporting suite, GUIDEreports, available in GUIDE 1.0 + 2.0.
- [Report Building with GUIDEreports](https://help.guidecx.com/en/articles/13563777-report-building-with-guidereports.md): 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 Are Calculated
- [Standard Report: Customer Engagement](https://help.guidecx.com/en/articles/13553465-standard-report-customer-engagement.md): 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: Projects Overview](https://help.guidecx.com/en/articles/13552915-standard-report-projects-overview.md): 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: Task Management](https://help.guidecx.com/en/articles/13552160-standard-report-task-management.md): This report provides visibility into task-level productivity, quickly identifying bottlenecks and opportunities to improve operational efficiency.
- [Configuring User Attributes](https://help.guidecx.com/en/articles/14441880-configuring-user-attributes.md): Learn how to define and manage specialized skills and certifications to improve task-matching accuracy. Only available in GUIDE 2.0
- [Defining Workspace Availability Types](https://help.guidecx.com/en/articles/14442194-defining-workspace-availability-types.md): Define the physical or logistical working states available to your team in GUIDE 2.0!
- [Dispatching](https://help.guidecx.com/en/articles/13123709-dispatching.md): Learn how to facilitate resource assignment to ensure the fastest project delivery!
- [Managing Holidays and Time Off](https://help.guidecx.com/en/articles/14442393-managing-holidays-and-time-off.md): Ensure GUIDEcx understands when users are unavailable to work to prevent assignment bottlenecks.
- [People Timeline View](https://help.guidecx.com/en/articles/15093064-people-timeline-view.md): Learn how to use the People Timeline View to manage workloads, track project assignments, and stay on top of tasks with a person-centered scheduling experience.
- [PSA Assignment Engine](https://help.guidecx.com/en/articles/14442557-psa-assignment-engine.md): This master guide explains how User Attributes, Availability, and Time Off converge to automate task assignments making PSA assignments easier than ever.
- [Role Configuration and Assignment](https://help.guidecx.com/en/articles/14444336-role-configuration-and-assignment.md): 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 ...
- [Task Planning View](https://help.guidecx.com/en/articles/15093117-task-planning-view.md): Learn how to use the Task Planning View to efficiently assign work using real-time capacity data, availability requirements, and intelligent Match Scores.
- [Using the Resource Management Calendar](https://help.guidecx.com/en/articles/14442265-using-the-resource-management-calendar.md): A centralized view for administrators to track and schedule team logistics in GUIDE 2.0
- [Workspaces in 2.0](https://help.guidecx.com/en/articles/9056557-workspaces-in-2-0.md): Build unique workspaces for your teams, brands, locations, etc all within one GUIDEcx instance
- [Time Zone & Workweek Configuration](https://help.guidecx.com/en/articles/15362658-time-zone-workweek-configuration.md): Learn how to configure workspace timezone and workweek settings in GUIDEcx. This article explains how these settings affect project forecasting, scheduling, dependencies, and timelines, with best p...

## GUIDE 1.0

- [The 5 Things the Best Guides Don't Do](https://help.guidecx.com/en/articles/11115624-the-5-things-the-best-guides-don-t-do.md): We conducted a study and found that Guides that have improved their TTV and increased CSAT have 5 things in common.
- [Which Customer Team Members Should I Invite to Projects?](https://help.guidecx.com/en/articles/7943775-which-customer-team-members-should-i-invite-to-projects.md): Boost "On Time" Project completion rates by inviting 3-5 customers to your projects!
- [How to Kickoff with GUIDEcx](https://help.guidecx.com/en/articles/8456768-how-to-kickoff-with-guidecx.md): Learn how we use GUIDEcx to conduct our kickoff calls!
- [🧭 Getting Started with GUIDEcx](https://help.guidecx.com/en/articles/5611145-getting-started-with-guidecx.md): Welcome to GUIDEcx — your partner in delivering exceptional client onboarding experiences.
- [Getting Started with GUIDEcx: The First 4 Steps](https://help.guidecx.com/en/articles/8705823-getting-started-with-guidecx-the-first-4-steps.md): Our team put together a list of 4 things that helped them through their first month using GUIDEcx! Check it out below!
- [How to Complete Your Rebrand with GUIDEcx](https://help.guidecx.com/en/articles/9792602-how-to-complete-your-rebrand-with-guidecx.md): Rebrand your GUIDEcx experience with updated vanity URLs, custom email domains, and custom branded email templates.
- [Understanding Service Hours with GUIDEcx Professional Services](https://help.guidecx.com/en/articles/9919508-understanding-service-hours-with-guidecx-professional-services.md)
- [GUIDEstory: How Boulevard uses GUIDEcx](https://help.guidecx.com/en/articles/11795010-guidestory-how-boulevard-uses-guidecx.md): Learn how Boulevard reducedtheir onboarding time from 20 to 10 hours, doubled their productivity, and achieved record-breaking launch months
- [1. Set Up Your Account](https://help.guidecx.com/en/articles/7852227-1-set-up-your-account.md): The first step to getting started with GUIDEcx
- [2. Team Setup](https://help.guidecx.com/en/articles/6539904-2-team-setup.md): Learn who needs to be invited to GUIDEcx, what license type they'll need, and how to add them.
- [3. Company Setup](https://help.guidecx.com/en/articles/7852405-3-company-setup.md): Learn best practices to setting your company up correctly with white labeling and other settings!
- [4. Template Building](https://help.guidecx.com/en/articles/7852675-4-template-building.md)
- [5. Create a Project](https://help.guidecx.com/en/articles/5635283-5-create-a-project.md): How to manually create a new project
- [6. Verify Your Domain](https://help.guidecx.com/en/articles/2701343-6-verify-your-domain.md): Send project related emails from your organization's email domain.
- [GUIDEcx User Access](https://help.guidecx.com/en/articles/5611163-guidecx-user-access.md): Users: Admins, Managers, Guides, Task Owners, Contributors, Observers, Customers & Third Parties. Permissions, Access, & what they can do!
- [How to Deactivate/Reactivate users](https://help.guidecx.com/en/articles/6539978-how-to-deactivate-reactivate-users.md)
- [How to reassign ALL Projects & Tasks](https://help.guidecx.com/en/articles/7843292-how-to-reassign-all-projects-tasks.md): Learn how to reassign projects & tasks to another user with similar roles and access!
- [Guide - User Overview](https://help.guidecx.com/en/articles/4632225-guide-user-overview.md): A quick one-pager for Guides - feel free to share this with any new Guides in your organization
- [Your Customer's Onboarding Experience](https://help.guidecx.com/en/articles/7837545-your-customer-s-onboarding-experience.md): Meet customers where they're at with different onboarding experiences powered by GUIDEcx.
- [Interacting with GUIDEcx Through Email Only](https://help.guidecx.com/en/articles/5643544-interacting-with-guidecx-through-email-only.md)
- [How Do I Edit the Customer's Project View?](https://help.guidecx.com/en/articles/6180168-how-do-i-edit-the-customer-s-project-view.md): You decide how much of the project your customer has access to!
- [Introducing GUIDEcx to Your Customers](https://help.guidecx.com/en/articles/5643528-introducing-guidecx-to-your-customers.md)
- [Customer Perspective](https://help.guidecx.com/en/articles/7208662-customer-perspective.md): Want to know what your customer sees? Follow these steps and wonder no more!
- [Mobile App \[Deprecated\]](https://help.guidecx.com/en/articles/5635242-mobile-app-deprecated.md)
- [How your customers can contact you](https://help.guidecx.com/en/articles/5643542-how-your-customers-can-contact-you.md): Learn how to help your customers contact you via GUIDEcx.
- [How To Add Customers to Projects](https://help.guidecx.com/en/articles/6539927-how-to-add-customers-to-projects.md): Inviting customers to your Projects increases customer engagement!
- [Closing out Projects](https://help.guidecx.com/en/articles/5635289-closing-out-projects.md): Learn what to do once you’ve completed all tasks in a project and how long you will have access to the project.
- [Resource Tab Customization in Portal](https://help.guidecx.com/en/articles/9894087-resource-tab-customization-in-portal.md)
- [Email Verification Flow](https://help.guidecx.com/en/articles/9953018-email-verification-flow.md): Customer authentication for project and task access
- [Refreshed Email Templates](https://help.guidecx.com/en/articles/7985463-refreshed-email-templates.md): Enable a new look and feel for email templates!
- [How do I ask my team to complete Trailhead?](https://help.guidecx.com/en/articles/7874667-how-do-i-ask-my-team-to-complete-trailhead.md): Here's a little help from us to you to get your team ready for GUIDEcamp!
- [How do I personalize my outbound communications?](https://help.guidecx.com/en/articles/5643594-how-do-i-personalize-my-outbound-communications.md): You are able to edit several communications that get sent out. Check this article out to see which ones those are.
- [Chrome Desktop Shortcut/"Application"](https://help.guidecx.com/en/articles/7869559-chrome-desktop-shortcut-application.md): Have you ever wanted to have GUIDEcx be in its own window and act as a desktop application? Thanks to chrome shortcuts - you can!
- [Notifications Overview](https://help.guidecx.com/en/articles/5643581-notifications-overview.md): An introduction to notifications, general notification settings, verifying your domain, and resending the invitation email.
- [Who Receives What Notifications?](https://help.guidecx.com/en/articles/5643698-who-receives-what-notifications.md)
- [How do I White Label my experience?](https://help.guidecx.com/en/articles/6540138-how-do-i-white-label-my-experience.md): If you've updated your logo and colors, keep that experience consistent by white labeling your GUIDEcx instance!
- [How Do I Update My Profile Settings?](https://help.guidecx.com/en/articles/6217289-how-do-i-update-my-profile-settings.md): Upload a profile picture, update your contact information, and adjust notifications and privacy in your Profile Settings.
- [What are Brands?](https://help.guidecx.com/en/articles/6848702-what-are-brands.md): If you have several brands under a parent company you can onboard your customers with different brands!
- [How do I change currency types?](https://help.guidecx.com/en/articles/5509055-how-do-i-change-currency-types.md): Companies now have the option to change which currency they’d like to operate in. To change the currency, follow the steps below:
- [How do I unsubscribe from Email Notifications?](https://help.guidecx.com/en/articles/7174213-how-do-i-unsubscribe-from-email-notifications.md): You have the ability to customize your email notifications to be a perfect fit for your work flow.
- [What does it mean to be a "GUIDEcx-Certified" Provider?](https://help.guidecx.com/en/articles/9130864-what-does-it-mean-to-be-a-guidecx-certified-provider.md): Onboarding shouldn't be a process, it should be an experience!
- [Understanding GUIDEcx Notifications](https://help.guidecx.com/en/articles/11088712-understanding-guidecx-notifications.md): Here's a breakdown of the different types of emails, who gets them, and how they're triggered.
- [How to Troubleshoot Logins](https://help.guidecx.com/en/articles/12532979-how-to-troubleshoot-logins.md): If you, a customer, or anyone else can't access GUIDEcx check out this guide to help troubleshoot access issues!
- [Time Tracking](https://help.guidecx.com/en/articles/5464935-time-tracking.md): Everything you need to know about GUIDEcx Time Tracking
- [Advanced Time Tracking - 2023 Updates](https://help.guidecx.com/en/articles/6382029-advanced-time-tracking-2023-updates.md): See what's new with the new and improved Time Tracking feature
- [Time Tracking: Reporting](https://help.guidecx.com/en/articles/6856072-time-tracking-reporting.md): This article will provide information on accessing and understanding reporting as it relates to Time Tracking.
- [Resource Management](https://help.guidecx.com/en/articles/5464965-resource-management.md): Assign the right human resources to the right tasks based off of their roles and capacity.
- [Enhanced Function Filter AKA "Pooled Work"](https://help.guidecx.com/en/articles/7873604-enhanced-function-filter-aka-pooled-work.md)
- [Using Filters for Functions](https://help.guidecx.com/en/articles/6845311-using-filters-for-functions.md): This article will provide information on filtering for functions across GUIDEcx.
- [Project Team Builder](https://help.guidecx.com/en/articles/5923337-project-team-builder.md): The Project Team Builder is a newly launched feature that makes the project creation process easier, faster, and more organized.
- [Task Types](https://help.guidecx.com/en/articles/5635758-task-types.md): Learn about different types of tasks - Regular, Participant, or Event Task to fit the needs of your onboarding experience!
- [Tasks Table](https://help.guidecx.com/en/articles/6610936-tasks-table.md): Learn to view, filter and export all your tasks across all your projects in one place.
- [Task Card Anatomy](https://help.guidecx.com/en/articles/6418048-task-card-anatomy.md): Learn everything about a task card in the "Plan" tab of a project.
- [Regular Tasks](https://help.guidecx.com/en/articles/6653650-regular-tasks.md): Learn pro-tips and best practices to reference when creating regular tasks.
- [Task Sign-Off](https://help.guidecx.com/en/articles/6641435-task-sign-off.md): Learn about how to enable Sign-Off on certain tasks.
- [Participant Tasks](https://help.guidecx.com/en/articles/6804966-participant-tasks.md): Learn how to accomplish group activities with multiple participants through a single task.
- [Event Tasks](https://help.guidecx.com/en/articles/6778870-event-tasks.md): Learn to create an distinguish important events like Kickoff Call, Handoff call, Go Live meeting, etc from regular tasks!
- [Add Tasks or Task Groups to an inflight Projects](https://help.guidecx.com/en/articles/6439672-add-tasks-or-task-groups-to-an-inflight-projects.md): Learn how to modify your project plan by adding tasks to evolving projects!
- [Task Notes](https://help.guidecx.com/en/articles/6437149-task-notes.md): Learn how to best use task notes and effectively communicate with the teammates through them.
- [Estimated Hours](https://help.guidecx.com/en/articles/6658915-estimated-hours.md): Learn tips and best practices when setting estimated hours.
- [Watchers](https://help.guidecx.com/en/articles/6856508-watchers.md): Learn to add watchers to a task to keep them in the loop with certain task progress!
- [Task Groups](https://help.guidecx.com/en/articles/6235930-task-groups.md): Learn to organize your templates by grouping tasks together to create a "mini milestone" or "sub-tasks"!
- [Task Checklist](https://help.guidecx.com/en/articles/5635781-task-checklist.md): Learn to consolidate your tasks to create a simple plan view by using the subtask/checklist feature within a task.
- [Assigning Tasks to Users](https://help.guidecx.com/en/articles/5635774-assigning-tasks-to-users.md): Learn to quickly assign all internal and customer tasks and about the visibility of tasks to external users.
- [Editing Tasks](https://help.guidecx.com/en/articles/5635757-editing-tasks.md): Learn how to edit an active task; changing task status, changing the due date, and making other general edits.
- [Create a Task](https://help.guidecx.com/en/articles/5635754-create-a-task.md): How to create a task within the task pop-up menu.
- [Add Tasks with Due Dates to Your Personal Calendar](https://help.guidecx.com/en/articles/5635753-add-tasks-with-due-dates-to-your-personal-calendar.md): Encourage your project team to save things on their own personal calendar.
- [Task Notifications: Notify if task isn't started by a specific date](https://help.guidecx.com/en/articles/6860691-task-notifications-notify-if-task-isn-t-started-by-a-specific-date.md): Did you know you can set up task specific notifications for mission critical tasks so your project doesn't run late?
- [Task Tags](https://help.guidecx.com/en/articles/6532483-task-tags.md): Creating, Adding & Visibility of Task Tags. Task tags can be used to filter and organize your tasks!
- [Bulk Edit](https://help.guidecx.com/en/articles/5635770-bulk-edit.md): Use the bulk edit feature to quickly change attributes or make assignments to multiple tasks at once.
- [Resending Task Assignment Email](https://help.guidecx.com/en/articles/6467145-resending-task-assignment-email.md): This article will help you understand the steps to take to resend a Task Assignment email
- [Hard vs. Soft Dependencies in GUIDEcx](https://help.guidecx.com/en/articles/10245472-hard-vs-soft-dependencies-in-guidecx.md): What is the difference, what are the pros, what are the cons, and more!
- [Compass 🧭 Customer Onboarding Portal](https://help.guidecx.com/en/articles/6304178-compass-customer-onboarding-portal.md): Engage your customers on a whole new level by taking the guesswork out of what tasks they need to work on.
- [Vanity URLs](https://help.guidecx.com/en/articles/7925465-vanity-urls.md): White-label GUIDEcx URLs through inclusion of you company domain.
- [CSAT Surveys](https://help.guidecx.com/en/articles/6543345-csat-surveys.md): Milestone and Project Customer Satisfaction \(CSAT\) surveys help you get a pulse on how your customer is feeling mid/post flight!
- [Program Management](https://help.guidecx.com/en/articles/6637607-program-management.md): This article will supply GUIDEcx Providers with information and best practices for the new Program Management Dashboard feature.
- [SMS Notifications](https://help.guidecx.com/en/articles/8573686-sms-notifications.md): Task assignees can now get text notifications when their tasks are assigned, due and when they're @mentioned!
- [Embedded Onboarding Portal](https://help.guidecx.com/en/articles/9006763-embedded-onboarding-portal.md): Embed the customer onboarding portal \(Compass\) into your own website or application.
- [Messages - Keyboard Shortcuts](https://help.guidecx.com/en/articles/11322464-messages-keyboard-shortcuts.md): Our new text editor comes with sensible keyboard shortcut defaults. Check out this guide on all the keyboard shortcuts!
- [Project Status Change Reasons](https://help.guidecx.com/en/articles/6637918-project-status-change-reasons.md): How to Enable, Set Up, & Use Project Status Change Reasons.
- [Adding Internal Teammates To A Project Team](https://help.guidecx.com/en/articles/6545730-adding-internal-teammates-to-a-project-team.md): Learn the three different ways to invite your internal team.
- [Inviting Members to a Project](https://help.guidecx.com/en/articles/5635400-inviting-members-to-a-project.md): Learn to add internal, customer, and third-party users to your project.
- [Third-Party Users](https://help.guidecx.com/en/articles/6539260-third-party-users.md): Learn to add, remove, and limit the view of Third-Party members in a project.
- [Activity Log](https://help.guidecx.com/en/articles/5635274-activity-log.md): Learn to view all actions taken in a project, who performed them and when.
- [Project Filters](https://help.guidecx.com/en/articles/6414829-project-filters.md): Learn to create and save filters for quick access to your project lists.
- [Editing Projects](https://help.guidecx.com/en/articles/6604802-editing-projects.md): Learn to edit and configure active projects.
- [Project Overview Navigation](https://help.guidecx.com/en/articles/6532510-project-overview-navigation.md): Learn to browse and utilise Project Overview.
- [Project Action Items](https://help.guidecx.com/en/articles/6602081-project-action-items.md): Learn how to log and assign Action Items within the project.
- [Gantt View](https://help.guidecx.com/en/articles/7038873-gantt-view.md): Learn to view the timeline, relationships of tasks, critical paths, groups, and milestones in a project.
- [List View](https://help.guidecx.com/en/articles/7038513-list-view.md): Learn to view the Project plan details in a vertical, grid-like view.
- [Exporting Tasks & Project Plans or Templates](https://help.guidecx.com/en/articles/6303244-exporting-tasks-project-plans-or-templates.md): Learn to print/export the tasks in a project or tasks that fall under certain criteria.
- [How to Delete and Recover Projects](https://help.guidecx.com/en/articles/6604977-how-to-delete-and-recover-projects.md): learn to delete project temporarily or permanently.
- [Navigating the Project Dashboard](https://help.guidecx.com/en/articles/6519125-navigating-the-project-dashboard.md): Learn to browse and navigate your Project Dashboard.
- [Project List View Navigation](https://help.guidecx.com/en/articles/6531885-project-list-view-navigation.md): Learn to browse and navigate your Project List View
- [Project Timeline View Navigation](https://help.guidecx.com/en/articles/6531998-project-timeline-view-navigation.md): Learn to browse and navigate your Project Timeline View
- [Archiving Projects](https://help.guidecx.com/en/articles/7179763-archiving-projects.md): Learn when to and how to Archive Projects.
- [Finish Setting Up Your Project](https://help.guidecx.com/en/articles/6532449-finish-setting-up-your-project.md): Learn to kick start your project once set up!
- [Navigating the Project Plan](https://help.guidecx.com/en/articles/6532585-navigating-the-project-plan.md): Learn to Navigating the project plan tab!
- [Project Notes](https://help.guidecx.com/en/articles/6526417-project-notes.md): Learn to chat with your customers using Notes!
- [“My Tasks” View](https://help.guidecx.com/en/articles/5635750-my-tasks-view.md): Learn how to find all the tasks that have been assigned to you in a project.
- [Send Message upon Milestone Completion](https://help.guidecx.com/en/articles/8218049-send-message-upon-milestone-completion.md)
- [Project Table Dynamic Columns](https://help.guidecx.com/en/articles/8387432-project-table-dynamic-columns.md): Add, remove, and reorder columns in the new and improved project table.
- [New Project Table](https://help.guidecx.com/en/articles/7985457-new-project-table.md)
- [Bulk Action - Project Table](https://help.guidecx.com/en/articles/8458226-bulk-action-project-table.md): Learn about the newest bulk action feature that allows you to bulk edit multiple projects at once!
- [Project Manager BCC Details](https://help.guidecx.com/en/articles/9105797-project-manager-bcc-details.md): Explore how the BCC feature works!
- [Project Tags - Legacy](https://help.guidecx.com/en/articles/12549253-project-tags-legacy.md)
- [Template Analysis Dashboard](https://help.guidecx.com/en/articles/6677652-template-analysis-dashboard.md): Template Analysis Report data can now be found within the template experience!
- [Creating a Template](https://help.guidecx.com/en/articles/6538473-creating-a-template.md): What are templates and how do you create them? Read all about that here!
- [Experience Overview](https://help.guidecx.com/en/articles/6650865-experience-overview.md): This article will provide best practices and tips for crafting an experience overview for your customers.
- [Multiple Task Functions - NEW](https://help.guidecx.com/en/articles/6637758-multiple-task-functions-new.md): You can now add multiple Resource Management Functions to a single task to further pinpoint who should own a task!
- [Managing Templates Within a Project](https://help.guidecx.com/en/articles/5635266-managing-templates-within-a-project.md)
- [Templates : New Columns](https://help.guidecx.com/en/articles/6637694-templates-new-columns.md): This article will provide GUIDEcx users with information about the new columns now featured in the Templates page.
- [Duplicating Templates, Milestones, and Tasks](https://help.guidecx.com/en/articles/5635261-duplicating-templates-milestones-and-tasks.md): Duplicate templates, milestones, and tasks to save time when creating templates.
- [Dependencies + Durations](https://help.guidecx.com/en/articles/5635745-dependencies-durations.md): Set up dependencies in templates and projects between your tasks and milestones so assignments go out at the right time.
- [Editing Templates](https://help.guidecx.com/en/articles/6596872-editing-templates.md): This article will provide you with the steps to edit templates and their visibility on both a Template and Project level.
- [Custom Merge Tags](https://help.guidecx.com/en/articles/6526641-custom-merge-tags.md): Unified with Custom Fields July of 2025 to dynamically personalize task instructions and inject important information into emails
- [Creating a Template From an Existing Project](https://help.guidecx.com/en/articles/6217222-creating-a-template-from-an-existing-project.md): 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!
- [The power of Forecasts, Durations & Dependencies](https://help.guidecx.com/en/articles/6216620-the-power-of-forecasts-durations-dependencies.md)
- [GUIDEcx Object Hierarchy](https://help.guidecx.com/en/articles/11061794-guidecx-object-hierarchy.md): Learn how each object within GUIDEcx relates to another. Also learn how dependencies can work
- [Report Builder - Overview](https://help.guidecx.com/en/articles/9055673-report-builder-overview.md)
- [Report Builder - Admin](https://help.guidecx.com/en/articles/9020858-report-builder-admin.md)
- [Report Builder - Dashboards](https://help.guidecx.com/en/articles/9020666-report-builder-dashboards.md)
- [Report Builder - Cards](https://help.guidecx.com/en/articles/9020659-report-builder-cards.md)
- [Report Builder - Formulas](https://help.guidecx.com/en/articles/9020669-report-builder-formulas.md)
- [Report Builder - Filters](https://help.guidecx.com/en/articles/9020671-report-builder-filters.md)
- [Report Builder - Sharing](https://help.guidecx.com/en/articles/9020682-report-builder-sharing.md)
- [Report Builder - Datasets](https://help.guidecx.com/en/articles/9019962-report-builder-datasets.md)
- [GUIDE 2.0 Data Dictionary](https://help.guidecx.com/en/articles/12038373-guide-2-0-data-dictionary.md): This document defines the key data tables used for analytics and reporting in GUIDEcx. Review this article for all table definitions!
- [GUIDEcx BI: Overview](https://help.guidecx.com/en/articles/9548479-guidecx-bi-overview.md): Self-serve business intelligence to view, edit, automate, and delegate analytics
- [Generative AI for Dashboard Creation](https://help.guidecx.com/en/articles/9553990-generative-ai-for-dashboard-creation.md): Artificial Intelligence for natural language queries and dashboard generation
- [AI Chat for Natural Language Queries](https://help.guidecx.com/en/articles/9554718-ai-chat-for-natural-language-queries.md): Artificial Intelligence for natural language query and generation to talk to your data and have it talk back with simple written answers
- [Customer Engagement Report](https://help.guidecx.com/en/articles/6594687-customer-engagement-report.md): See how your team is engaging with customers!
- [Template Analysis Report](https://help.guidecx.com/en/articles/6594287-template-analysis-report.md): Want to know where to improve your template? Look no further!
- [Project Duration Report](https://help.guidecx.com/en/articles/6594052-project-duration-report.md): What is your time to value? Use this report to see how your team is trending!
- [Project Health Report](https://help.guidecx.com/en/articles/6593969-project-health-report.md): The doctor called. Check this report to get an overview of all your projects and revenue - see what is early, on time, late, and on hold!
- [Advanced Time Report](https://help.guidecx.com/en/articles/6818444-advanced-time-report.md): Use this report to get insight on metrics from time being entered for your company!
- [User Overview Report](https://help.guidecx.com/en/articles/9820333-user-overview-report.md): See how adoption is growing internally + externally
- [Email Deliverability Report](https://help.guidecx.com/en/articles/9820434-email-deliverability-report.md): Track the status of emails sent to team members.
- [Project Manager Command Center](https://help.guidecx.com/en/articles/9820557-project-manager-command-center.md): A centralized dashboard for Project Managers.
- [What is the GUIDEcx Lab?](https://help.guidecx.com/en/articles/7884683-what-is-the-guidecx-lab.md): Experiment with new beta features in GUIDEcx Labs!
- [Customer Roles + View As Customer](https://help.guidecx.com/en/articles/8411944-customer-roles-view-as-customer.md): More effectively invite, engage, and support your customers.
- [GUIDEcx Product Sneak Peeks](https://help.guidecx.com/en/articles/8923210-guidecx-product-sneak-peeks.md): Check out what is slated to go live in GUIDEcx in the near future!
- [Plan View v2 - closed beta](https://help.guidecx.com/en/articles/10291037-plan-view-v2-closed-beta.md): The new project plan is faster, cleaner, and easier to navigate.

## Release Notes

- [2026 Release Notes 🎊](https://help.guidecx.com/en/articles/13493031-2026-release-notes.md): Read more about the features and updates released in 2026
- [2025 Release Notes 🎊](https://help.guidecx.com/en/articles/11573308-2025-release-notes.md): Read more about the features released in 2025
- [2024 Release Notes 🎉](https://help.guidecx.com/en/articles/8922647-2024-release-notes.md): Read more about the features released in 2024
- [Fall 2022 Release Notes 🍂](https://help.guidecx.com/en/articles/6702779-fall-2022-release-notes.md): Read about the features that were released and/or announced on October 26th, 2022.
- [Summer 2022 Release Notes ☀️](https://help.guidecx.com/en/articles/6387140-summer-2022-release-notes.md): Read about the features that were released and/or announced on July 14, 2022.
- [Spring 2022 Release Notes 🌷](https://help.guidecx.com/en/articles/6371956-spring-2022-release-notes.md): Read about the features that were released and/or announced on April 14th, 2022.

## Support

- [Billing FAQs](https://help.guidecx.com/en/articles/8179265-billing-faqs.md): Do you need to change your billing info or credit card on file?
- [GUIDEcx Community](https://help.guidecx.com/en/articles/8060101-guidecx-community.md): Discover what the GUIDEcx community is all about!
- [GUIDEcx Referral Program](https://help.guidecx.com/en/articles/8909146-guidecx-referral-program.md): Sharing is caring! Introduce your friends to GUIDEcx and get up to $150 in Amazon Gift Cards.
- [GUIDEcx - Tickets Portal and other Support Resources](https://help.guidecx.com/en/articles/9047975-guidecx-tickets-portal-and-other-support-resources.md): Read about this exciting update for you to view and track all support tickets submitted by you or anyone at your company
- [How to Write a Great Support Ticket \(and Get Help Faster\)](https://help.guidecx.com/en/articles/13668134-how-to-write-a-great-support-ticket-and-get-help-faster.md): The more context you give us up front, the faster we can help. This article shares how to submit a solid support ticket AND what all the ticket statuses mean!
- [How do I access Guide University?](https://help.guidecx.com/en/articles/6414577-how-do-i-access-guide-university.md): Guide University \(or GUIDEu for short\) is GUIDEcx's online university where you can go to learn best practices and more at your own pace!
- [How do I download my GUIDEu certificate\(s\)?](https://help.guidecx.com/en/articles/6415036-how-do-i-download-my-guideu-certificate-s.md): Stuck on downloading your GUIDEu certificate so you can share it with the world? Worry no more. Here's how you do that:
- [How do I enroll in a GUIDEu Course?](https://help.guidecx.com/en/articles/6414744-how-do-i-enroll-in-a-guideu-course.md): If your student dashboard says there are no courses found, please follow this guide!
- [What GUIDEu courses are there?](https://help.guidecx.com/en/articles/6414779-what-guideu-courses-are-there.md): Check out what courses are available today and how they are organized in GUIDEu!
- [Your Student Dashboard in GUIDEu](https://help.guidecx.com/en/articles/7157063-your-student-dashboard-in-guideu.md): View your progress in the courses you're enrolled in.