Learning Objectives

By the end of this course, students will be able to:

  • Explain what GUIDEcx is and what it does.
  • Describe what tasks, projects, and templates are and how they work together to help onboard a customer.
  • Interpret a task card.
  • Update a task both in GUIDEcx and via email.
  • Explain the different types of users available in GUIDEcx.

Course curriculum

    1. Welcome to the Trailhead!

    2. Preliminary Knowledge Check

    1. What is GUIDEcx?

    2. Introduction to User Types

    3. Knowledge Check

    1. Introduction to Templates

    2. Knowledge Check

    3. Introduction to Projects

    4. Knowledge Check

    5. Introduction to Tasks

    6. Knowledge Check

    1. Learning Reflection

About this course

  • Free
  • 12 lessons
  • 0.5 hours of video content