Key Takeaways

Great work! GuideCX is a helpful platform for project management, so lets review:

Introduction and Overview:

  • GuideCX is a project management platform that organizes tasks, information, team members and more 
  • Overview tab: gives information about a given project such as timeline, progress status, etc. 

The Plan Tab:

  • The plan tab: see the steps that need to be completed to complete a project

My Tasks, Notes, and Team Tabs:

  • My tasks: see the tasks associate with you to stay organized and be accountable 
  • Notes: leave messages for other team members associated with the project
  • Teams: contact information and profiles for each team member associated with the project

Attachments Tab:

  • Attachment tab: all documentation associated with the project such as training materials and custom forms