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
Set priority levels on tasks so individuals can organize their work. This feature was mentioned in 219 GUIDEcx reviews.
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
As reported in 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
Automatically calculate the critical path for projects and update it when projects change. This feature was mentioned in 141 GUIDEcx reviews.
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. This feature was mentioned in 141 GUIDEcx reviews.
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
As reported in 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
Users can easily create flows using drag and drop features This feature was mentioned in 109 GUIDEcx reviews.
Dependencies
Based on 116 GUIDEcx reviews. Define and manage dependencies between tasks and workflows
Notifications
Include alters that can be used with workflows 119 reviewers of GUIDEcx have provided feedback on this feature.
Management (3)
Updates
Ability to update multiple workflows at the same time This feature was mentioned in 109 GUIDEcx reviews.
Audit Trail
Maintain a history of all workflow changes This feature was mentioned in 93 GUIDEcx reviews.
Integration
Integrate with ERP or project management software 91 reviewers of GUIDEcx have provided feedback on this feature.
Content (5)
Document Collaboration
As reported in 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
Based on 15 GUIDEcx reviews. Allows users to provide an e-signature within the platform.
File Request
Allows businesses to request files from clients. 14 reviewers of GUIDEcx have provided feedback on this feature.
Feedback
Allows businesses to solicit feedback on projects or documents from clients. 17 reviewers of GUIDEcx have provided feedback on this feature.
Collaboration (6)
Billing and Invoicing
As reported in 13 GUIDEcx reviews. Provides billing and invoicing within the application.
Instant Messaging
Provides internal and/or external instant messaging capability. 12 reviewers of GUIDEcx have provided feedback on this feature.
Project Management
Offer project management features like task creation and tracking within the application. 16 reviewers of GUIDEcx have provided feedback on this feature.
Analytics
As reported in 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
Based on 155 GUIDEcx reviews. Create and assign tasks for individual users with details and due dates.
Due Dates
Based on 161 GUIDEcx reviews. Set deadlines and milestones for tasks, manually or automatically (based on project templates).
Drag & Drop
As reported in 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
As reported in 144 GUIDEcx reviews. Set priority levels on tasks so individuals can organize their work.
To-Do Lists
Each user can view their list of tasks to be completed without having access to other tasks. This feature was mentioned in 144 GUIDEcx reviews.
Dependencies
Based on 154 GUIDEcx reviews. Define dependencies between tasks and the rules to manage them.
Onboarding Setup (3)
Workflows
Provide customizable workflows for onboarding activities and tasks. This feature was mentioned in 185 GUIDEcx reviews.
Templates
Include templates for onboarding project plans and documents. 199 reviewers of GUIDEcx have provided feedback on this feature.
Checklists
As reported in 186 GUIDEcx reviews. Generate checklists to monitor the prograss of onboarding projects.
Project Tracking (5)
Monitoring
Track tasks, project, and dependencies using timeline views or GANTT charts. 189 reviewers of GUIDEcx have provided feedback on this feature.
Resources
Based on 162 GUIDEcx reviews. Allocate resources to tasks and projects, and track their costs.
Content
Manage onboarding documents, training materials, and other content. This feature was mentioned in 176 GUIDEcx reviews.
Tasks
Assign and track onboarding tasks to internal and external stakeholders. This feature was mentioned in 196 GUIDEcx reviews.
Optimization
Identify trends and analysis that can be used to optimize onboarding. This feature was mentioned in 165 GUIDEcx reviews.
Customer Engagement (5)
Portal
Provider a portal for customers and external users to collaborate and share documents. 169 reviewers of GUIDEcx have provided feedback on this feature.
Engagement
As reported in 178 GUIDEcx reviews. Include features to keep customers engaged such as internal communications.
Branding
Create white-label portals by customer, product, or project. 175 reviewers of GUIDEcx have provided feedback on this feature.
Visibility
Based on 182 GUIDEcx reviews. Provide multiple levels of visibility accrosss all onboarding stages.
Collaboration
Allow internal and external users to collaborate without loging into the system. This feature was mentioned in 189 GUIDEcx reviews.
Generative AI (5)
AI Text Generation
As reported in 62 GUIDEcx reviews. Allows users to generate text based on a text prompt.
AI Text Summarization
As reported in 62 GUIDEcx reviews. Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt. 47 reviewers of GUIDEcx have provided feedback on this feature.
AI Text Summarization
Condenses long documents or text into a brief summary. 48 reviewers of GUIDEcx have provided feedback on this feature.
AI Text Generation
Allows users to generate text based on a text prompt. 23 reviewers of GUIDEcx have provided feedback on this feature.
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




