Docs

Quickstart Videos

A series of videos to help you quickly learn the core features of Assemble

Create a Workspace

Learn how to create a new workspace for your company or team within Assemble.

Inviting Teammates to your Workspace

Learn how to invite new teammates to your workspace and control who can auto-join.

Custom Branding your Workspace

Learn how to add custom branding to your emails and login & sign-up screens.

Teammates vs. Guests

An explanation and breakdown of the different access levels for Teammates and Guests.

Create and Manage Account Admins

Learn about admin priveleges and how to create new admins.

Admin View

Learn the difference between the Admin view and Teammate view of a workspace.

Delete a Workspace

Learn how to permanently delete your workspace and all associated projects.

Start a New project

How to start a new Project on Assemble.

Project Dashboard

How to switch between card and timeline view on the project dashboard.

Organize Projects with Project Folders

Learn how to use folders to organize the projects in your workspace.

Search Projects

How to search for active and archived projects.

Invite Users to Projects

How to invite users to join your projects, calendars and assets.

Remove Users from Projects

Learn how to remove users access to your projects.

Change Project Details

Learn how to change your project name, company name and logo within your project settings.

Archive a Project

Learn how to archive your projects on Assemble.

Delete a Project

Learn how to permanently delete a project.

How to Build a Calendar

Learn how to build a project calendar.

How to Add Tasks to Your Project

Learn how to build and manage task lists within your projects.

Attaching Files to Tasks

Learn how to attach files to your tasks and automatically organize them inside your project.

Bulk Drag & Drop to Shift your Calendar

How to move all the tasks on your calendar at once.

Switching Between Month View & Timeline View

How to switch the calendar view between timeline and month view.

Sharing Review Links

Learn how to share review links of calendars for external viewing.

Filtering Global Calendar and Tasks

Learn how to filter the calendar by people, phase and more.

How to Add Emoji Milestones

Learn how to add emoji milestones to create visual reminders for major milestones on your calendar.

Locking the Calendar

Learn how to lock the calendar to prevent other team members from making changes.

Tracking Changes to the Calendar

How to keep track of changes to the Calendar.

Sync Google, Apple or Outlook

How to access calendar syncing options for Google, Apple, and Outlook calendars.

Using the Global Calendar

How to use the global calendar to view all of your project calendars.

Using the Global Task List

Learn how to use the global task list to track tasks across all of your projects.

Create a Document

Learn how to create a collaborative document within Assemble.

Add Images to a Document

Learn how to add images and image galleries into documents and tables.

Add Tables to a Document

Learn how to add tables to documents and use advanced column types to create checkboxes and statuses.

Add Widgets to a Document

Learn how to add interactive widgets such as weather and maps to your documents.

Leaving Feedback on Documents

Learn how to leave feedback with comments within a document.

Changing the Status of a Document

Learn how to change the status of a document.

Create a New Version of a Document

Learn how to create and manage new versions of documents.

Share a Review Link of a Document

Learn how to share review links of your documents to collaborate with external users.

Download a PDF Export a Document

Learn how to export your document as a PDF for download or to print.

Types of Files in Assemble

Learn about the four different types of files in Assemble.

Upload Assets

Learn how to upload individual assets to Assemble and manage version control.

Create Galleries

Learn how to add a collection of assets together in a gallery.

Add Bookmark Links

Learn how to add links to external websites or apps into your projects as bookmarks

Use Submissions to Manage Approvals

Learn how to use submissions to manage presentation of multiple options for approval.

Adding Phases to your Project

Create Subfolders

How to add folders to organize assets within your phases.

Search for Files

Learn how to search for files within your project.

Add a Thumbnail to a File

Learn how to add a thumbnail to any file within your project.

Upload New Versions of Assets

Learn how to upload a new version of an asset.

Download Files & Permissions

Learn how to download files from your Assemble projects and control which files can be downloaded.

Change a File Name

Learn how to change a file name before or after upload.

Inviting Teammates to your Files

Learn how to share files with other team members within an Assemble project.

Share a Review Link of a File

Learn how to share review links of files for external viewing and feedback.

Share a Review Link of a Folder

Learn how to share review links of folders for external viewing.

File Upload Recommendations

Our recommendations for uploading files for optimal performance.

Delete a File

Learn how to delete any file within your project.

Leaving Feedback on Files

Learn how to leave feedback on files within Assemble

Add Markups to Files

Learn how to leave annotations as markups directly on photos and videos.

Change the Status of a File

Learn how to change the status of a file.

Sort Comments on Files

Learn how to sort comments based on your preferences.

Mark Comments as Complete

How to use Assemble's comment marking features to track your progress.

Using Teams to Manage User Permissions

Learn how to use Teams to manage user permissions within your project.

Moving a User to a Different Team

How to move users from one team to another.

Grant a Team Access to Phases and Folders

Learn how to give a team access to phases, folders and files.

Creating Private Feedback Threads on Files & Documents

Learn how to create private feedback threads to have private conversations with different teams.

Sharing Feedback Between Private Feedback Threads

Learn how to share comments from one private feedback thread to another.

Creating Private Tasks

Learn how to create tasks that are only visible to specific teams.

Project Templates

Learn how to save your projects as re-usable templates.

Types of Templates in Assemble

Learn what differentiates personal templates from workspace templates.

Document Templates

Learn how to save your documents as re-usable templates.

Publish Templates Publicly

How to publish your template to the public for others to use.

How In-App Notifications Work

Learn how to use in-app notifications to track all your team's activity on Assemble.

Managing Email Notifications

Learn how to manage what email notifications you receive from Assemble.

Syncing with Google Calendar

How to sync your Assemble Calendar with a Google Calendar.

Syncing with Apple Calendar

How to sync your Assemble Calendar with Apple Calendar.

Syncing with Microsoft Outlook

How to sync your Assemble Calendar with Microsoft Outlook.

Integrating your Workspace with Slack

Learn how to integrate your Assemble workspace with Slack to receive notifications for new comments and status changes.

Updating Profile and Account Settings

Learn how to update and manage your Profile and Account settin

Deleting Your Personal Account

Learn how to delete your personal account, and what happens once it is deleted.

Understanding Assemble's Pricing Plans

A comparison of our different pricing plans.

How to Manage My Subscription

Learn how to change your plan within Assemble.

How to Manage Seats on My Account

Learn how to manage the number of seats and paid users on your account.

How to Upgrade or Downgrade My Storage

Learn how to manage the amount of storage on your account.

How to Update My Payment Method

Learn how to update your payment method in Assemble.

How to Cancel My Subscription

Learn how to cancel your subscription and what happens after the cancellation is complete.