GUIDEcx Features

Tasks (7)

Creation & Assignment: Based on 234 GUIDEcx reviews and verified by the G2 Product R&D team. Create and assign tasks for individual users with details and due dates.
Due Dates: Based on 239 GUIDEcx reviews and verified by the G2 Product R&D team. Set deadlines and milestones for tasks, manually or automatically (based on project templates).
Task Prioritization: As reported in 219 GUIDEcx reviews. Set priority levels on tasks so individuals can organize their work.
To-Do Lists: Based on 215 GUIDEcx reviews and verified by the G2 Product R&D team. Each user can view their list of tasks to be completed without having access to other tasks.
Dependencies: Based on 230 GUIDEcx reviews and verified by the G2 Product R&D team. Define dependencies between tasks and the rules to manage them.
Mass Updates: Based on 214 GUIDEcx reviews and verified by the G2 Product R&D team. Allows users to update multiple tasks at the same time, accross multiple projects.
Drag & Drop: Based on 210 GUIDEcx reviews and verified by the G2 Product R&D team. Users can move tasks and change dependencies using drag and drop.

Projects (11)

Planning: Based on 202 GUIDEcx reviews and verified by the G2 Product R&D team. Plan and create work breakdown structure (WBS) based on the scope of the project.
Project Map: Based on 210 GUIDEcx reviews and verified by the G2 Product R&D team. Projects can be mapped out with milestones, due dates, deliverables and interdependencies.
GANTT: Based on 172 GUIDEcx reviews and verified by the G2 Product R&D team. Provide visual representations of tasks, dependencies, and progress.
Calendar View: Based on 170 GUIDEcx reviews and verified by the G2 Product R&D team. Planned projects are mapped to a schedule with due dates and deliverables detailed day-by-day.
Views: Based on 204 GUIDEcx reviews and verified by the G2 Product R&D team. Create customized project views for internal and external purposes (eg: for customers).
Project Budgeting: Based on 132 GUIDEcx reviews. Associate a budget with a project and allocate it accordingly by task or resource.
Issue Tracking: Based on 161 GUIDEcx reviews and verified by the G2 Product R&D team. Track issues at the project or task level, and manage resolutions.
Templates: Based on 218 GUIDEcx reviews and verified by the G2 Product R&D team. Provide standards templates that can be customized by users to create new projects.
Critical Path: Based on 141 GUIDEcx reviews. Automatically calculate the critical path for projects and update it when projects change.
Time & Expense: Track time and expenses associated with projects or tasks. 138 reviewers of GUIDEcx have provided feedback on this feature.
Methodologies: Support agile and waterfall project management methodologies. 141 reviewers of GUIDEcx have provided feedback on this feature.

Resource Management (3)

Resource Definiton: Based on 161 GUIDEcx reviews and verified by the G2 Product R&D team. Create human and material resources and categorize them based on skills and other criteria.
Capacity: Based on 159 GUIDEcx reviews. Monitor capacity in real time to track resource use and identify bottlenecks.
Scheduling: Based on 182 GUIDEcx reviews and verified by the G2 Product R&D team. Allocate resources by matching capacity and demand, by project, team, or department.

Project Monitoring (3)

Baselining / KPIs: Based on 150 GUIDEcx reviews and verified by the G2 Product R&D team. Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects.
Resource Allocation: Based on 147 GUIDEcx reviews and verified by the G2 Product R&D team. Monitor resource allocation to identify shortages and adjust accordingly.
Dashboards: Based on 188 GUIDEcx reviews and verified by the G2 Product R&D team. Deliver dashboards that display project data and KPIs in real time.

Setup (4)

Activities: Provide standard activities and tasks that can be customized by users This feature was mentioned in 107 GUIDEcx reviews.
Flows: Based on 109 GUIDEcx reviews. Users can easily create flows using drag and drop features
Dependencies: Define and manage dependencies between tasks and workflows This feature was mentioned in 116 GUIDEcx reviews.
Notifications: Include alters that can be used with workflows 119 reviewers of GUIDEcx have provided feedback on this feature.

Management (3)

Content (5)

Document Collaboration: Based on 17 GUIDEcx reviews. Allows users to simultaneously collaborate on a document within the application.
Versioning: Based on 17 GUIDEcx reviews. Stores different versions of a document.
E-Signature: Allows users to provide an e-signature within the platform. This feature was mentioned in 15 GUIDEcx reviews.
File Request: Allows businesses to request files from clients. This feature was mentioned in 14 GUIDEcx reviews.
Feedback: Allows businesses to solicit feedback on projects or documents from clients. This feature was mentioned in 17 GUIDEcx reviews.

Collaboration (6)

Billing and Invoicing: As reported in 13 GUIDEcx reviews. Provides billing and invoicing within the application.
Instant Messaging: As reported in 12 GUIDEcx reviews. Provides internal and/or external instant messaging capability.
Project Management: As reported in 16 GUIDEcx reviews. Offer project management features like task creation and tracking within the application.
Analytics: Based on 16 GUIDEcx reviews. Offer analytics concerning productivity or client engagement.
Time Tracking: Allows businesses to track time spent on projects within the application. This feature was mentioned in 16 GUIDEcx reviews.
Mobile Application: Based on 14 GUIDEcx reviews. Provides a mobile application.

Task Creation (4)

Creation & Assignment: Create and assign tasks for individual users with details and due dates. This feature was mentioned in 155 GUIDEcx reviews.
Due Dates: Set deadlines and milestones for tasks, manually or automatically (based on project templates). This feature was mentioned in 161 GUIDEcx reviews.
Drag & Drop: Based on 148 GUIDEcx reviews. Users can move tasks and change dependencies using drag and drop.
Mass Updates: Based on 146 GUIDEcx reviews. Allows users to update multiple tasks at the same time, accross multiple projects.

Task Management (3)

Task Prioritization: Set priority levels on tasks so individuals can organize their work. This feature was mentioned in 144 GUIDEcx reviews.
To-Do Lists: As reported in 144 GUIDEcx reviews. Each user can view their list of tasks to be completed without having access to other tasks.
Dependencies: Define dependencies between tasks and the rules to manage them. This feature was mentioned in 154 GUIDEcx reviews.

Onboarding Setup (3)

Project Tracking (5)

Monitoring: Track tasks, project, and dependencies using timeline views or GANTT charts. 188 reviewers of GUIDEcx have provided feedback on this feature.
Resources: Allocate resources to tasks and projects, and track their costs. 162 reviewers of GUIDEcx have provided feedback on this feature.
Content: Based on 176 GUIDEcx reviews. Manage onboarding documents, training materials, and other content.
Tasks: Based on 195 GUIDEcx reviews. Assign and track onboarding tasks to internal and external stakeholders.
Optimization: Identify trends and analysis that can be used to optimize onboarding. 165 reviewers of GUIDEcx have provided feedback on this feature.

Customer Engagement (5)

Portal: Based on 169 GUIDEcx reviews. Provider a portal for customers and external users to collaborate and share documents.
Engagement: Include features to keep customers engaged such as internal communications. This feature was mentioned in 178 GUIDEcx reviews.
Branding: Create white-label portals by customer, product, or project. This feature was mentioned in 175 GUIDEcx reviews.
Visibility: Provide multiple levels of visibility accrosss all onboarding stages. This feature was mentioned in 182 GUIDEcx reviews.
Collaboration: Allow internal and external users to collaborate without loging into the system. 189 reviewers of GUIDEcx have provided feedback on this feature.

Generative AI (5)

AI Text Generation: Allows users to generate text based on a text prompt. 62 reviewers of GUIDEcx have provided feedback on this feature.
AI Text Summarization: Condenses long documents or text into a brief summary. 62 reviewers of GUIDEcx have provided feedback on this feature.
AI Text Generation: Allows users to generate text based on a text prompt. This feature was mentioned in 47 GUIDEcx reviews.
AI Text Summarization: Based on 48 GUIDEcx reviews. Condenses long documents or text into a brief summary.
AI Text Generation: As reported in 23 GUIDEcx reviews. Allows users to generate text based on a text prompt.

Agentic AI - Project Management (7)

Autonomous Task Execution: Capability to perform complex tasks without constant human input
Multi-step Planning: Ability to break down and plan multi-step processes
Cross-system Integration: Works across multiple software systems or databases
Adaptive Learning: Improves performance based on feedback and experience
Natural Language Interaction: Engages in human-like conversation for task delegation
Proactive Assistance: Anticipates needs and offers suggestions without prompting
Decision Making: Makes informed choices based on available data and objectives

Agentic AI - Workflow Management (7)

Autonomous Task Execution: Capability to perform complex tasks without constant human input
Multi-step Planning: Ability to break down and plan multi-step processes
Cross-system Integration: Works across multiple software systems or databases
Adaptive Learning: Improves performance based on feedback and experience
Natural Language Interaction: Engages in human-like conversation for task delegation
Proactive Assistance: Anticipates needs and offers suggestions without prompting
Decision Making: Makes informed choices based on available data and objectives