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
Associate a budget with a project and allocate it accordingly by task or resource. This feature was mentioned in 132 GUIDEcx reviews.
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
As reported in 138 GUIDEcx reviews. Track time and expenses associated with projects or tasks.
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
Monitor capacity in real time to track resource use and identify bottlenecks. 159 reviewers of GUIDEcx have provided feedback on this feature.
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
As reported in 107 GUIDEcx reviews. Provide standard activities and tasks that can be customized by users
Flows
Users can easily create flows using drag and drop features This feature was mentioned in 109 GUIDEcx reviews.
Dependencies
As reported in 116 GUIDEcx reviews. Define and manage dependencies between tasks and workflows
Notifications
As reported in 119 GUIDEcx reviews. Include alters that can be used with workflows
Management (3)
Updates
Ability to update multiple workflows at the same time This feature was mentioned in 109 GUIDEcx reviews.
Audit Trail
Based on 93 GUIDEcx reviews. Maintain a history of all workflow changes
Integration
Integrate with ERP or project management software 91 reviewers of GUIDEcx have provided feedback on this feature.
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
Based on 15 GUIDEcx reviews. Allows users to provide an e-signature within the platform.
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
Based on 12 GUIDEcx reviews. Provides internal and/or external instant messaging capability.
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
As reported in 16 GUIDEcx reviews. Allows businesses to track time spent on projects within the application.
Mobile Application
Provides a mobile application. 14 reviewers of GUIDEcx have provided feedback on this feature.
Task Creation (4)
Creation & Assignment
As reported in 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
Based on 148 GUIDEcx reviews. Users can move tasks and change dependencies using drag and drop.
Mass Updates
As reported in 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
Based on 144 GUIDEcx reviews. Each user can view their list of tasks to be completed without having access to other tasks.
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
Based on 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. This feature was mentioned in 189 GUIDEcx reviews.
Resources
As reported in 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
As reported in 196 GUIDEcx reviews. Assign and track onboarding tasks to internal and external stakeholders.
Optimization
Based on 165 GUIDEcx reviews. Identify trends and analysis that can be used to optimize onboarding.
Customer Engagement (5)
Portal
As reported in 169 GUIDEcx reviews. Provider a portal for customers and external users to collaborate and share documents.
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. This feature was mentioned in 175 GUIDEcx reviews.
Visibility
As reported in 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. 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
Based on 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
Based on 48 GUIDEcx reviews. Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt. This feature was mentioned in 23 GUIDEcx reviews.
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




