<h2>Tasks in Assemble</h2>Assemble utilizes tasks to keep track of what your team is working on.&nbsp; Tasks appear in your task list and on your calendar, and can be created in one of two ways:1) Open your project and click&nbsp;Add a Task&nbsp;on your project dashboard.&nbsp;<img src="https://uploads.productlane.com/19f1aabf480f6d3bdde745a417f50f14.png">2) Open your project, click&nbsp;Calendar&nbsp;to open your project calendar.<img src="https://uploads.productlane.com/382c8bd37ceb995574b17fbca2b859df.png">3) Next, click anywhere on the calendar to create a task. You can also click and drag to create multi-day tasks.<img src="https://uploads.productlane.com/e19f5abc4496548aacfbcefae93b2b31.png">Tasks will always appear on both your calendar and your task list, unless they don't have an assigned date, in which case they will only appear on your task list.<h2>Adding Tasks from your Project Dashboard</h2><ol class="steps-list"><li>When you first open your project, you will see the&nbsp;Project Dashboard&nbsp;with today's events and tasks. To create a task, click&nbsp;Add a Task&nbsp;to enter the quick task creation.<img src="https://uploads.productlane.com/c02403ffaf46cefc6ade46c22b5c1ba0.png"></li><li>Start by entering a&nbsp;Title&nbsp;for your task.<img src="https://uploads.productlane.com/c1ca1deae34bce8bfb6e2cea803b1587.png"></li><li>Next, click the&nbsp;Person Icon&nbsp;to assign the task to one or multiple teammates.<img src="https://uploads.productlane.com/8f25e94dbb0803c63b5aebdb301c0305.png"></li><li>Click&nbsp;Add Phase&nbsp;to choose which phase this task will be associated with.<img src="https://uploads.productlane.com/35b4a6bcf01f3a182abdba43ee80a770.png"></li><li>Click the&nbsp;Due Date&nbsp;button to add a deadline for the task.<img src="https://uploads.productlane.com/04ecd9244aeac309cb698526754d0f9f.png"></li><li>If you'd like to view all task options, click&nbsp;More Options&nbsp;to open up the task details.<img src="https://uploads.productlane.com/fcc6c468ee45451a81c865517927f0e0.png"></li><li>From here, you can add&nbsp;Notes&nbsp;to the task, such as descriptions, URLs, etc.<img src="https://uploads.productlane.com/8e11a374f782b917d708ceacf6a18d23.png"></li><li>You can edit both the&nbsp;Start Date&nbsp;and&nbsp;End Date&nbsp;to create a multi-day task.<img src="https://uploads.productlane.com/b01d0daa52327e97746a9022cb9233c1.png"></li><li>For single day events, you can also click&nbsp;Add Time&nbsp;to add a start and end time to the task.<img src="https://uploads.productlane.com/ed257144b43a839b9d9fc2d6df5bdcaf.png"></li></ol><h2>Adding Subtasks</h2><ol class="steps-list"><li>Within each task, you can add as many subtasks as you'd like. Start by clicking&nbsp;Add a Subtask&nbsp;and entering a title.<img src="https://uploads.productlane.com/187f28a4be7dd9e73ee6c06fecf4db44.png"></li><li>Next, click the&nbsp;Person&nbsp;assign the subtask to one or multiple team members.<img src="https://uploads.productlane.com/dae3844c9a048a00f359b1c96239ad3c.png"></li><li>Select a&nbsp;Due Date.<img src="https://uploads.productlane.com/78eb265b8018ef5674db1663a1de2731.png"></li><li>Click&nbsp;Create&nbsp;to add the subtask.<img src="https://uploads.productlane.com/defbdf6c9782f887051652522a1bae97.png"></li><li>You can edit the task name, assignee, and date at any time by hovering each&nbsp;Icon&nbsp;on the task list. Delete a subtask by hovering the subtask and clicking the&nbsp;Trash&nbsp;icon.<img src="https://uploads.productlane.com/fc10fe90ca37b1522df922be507dc4bf.png"></li></ol><h2>Commenting on Tasks</h2>To leave comments, open a task and click&nbsp;Add a Comment. Type your comment and click&nbsp;Publish&nbsp;to add the comment. All users who have permission to view the task will be notified of your comment in-app and via email.<img src="https://uploads.productlane.com/707e15e18feba263d75d84727c579bba.png">To mention a teammate in a comment, either click the&nbsp;@&nbsp;icon at the bottom of the comment field and select from a list of teammates, or just type&nbsp;@&nbsp;on your keyboard to pull up the list of teammates in-line.&nbsp; Once you tag a teammate and publish the comment, they will be sent an in-app and email notification.&nbsp;<img src="https://uploads.productlane.com/b2bf3c7531040a76a17dc3ba17cb3687.png"><h2>Task Privacy Settings</h2>You can also select the privacy settings by clicking the&nbsp;Visible To&nbsp;section. &nbsp;This will bring up a dropdown list of the Teams in your project. &nbsp;Select the&nbsp;Teams&nbsp;that you want this task to be visible to.&nbsp;<img src="https://uploads.productlane.com/7b175c09f34f183a4b1e90aa05c797fd.png">If you remove a Team from a task that has users assigned to the task or subtasks, all users on this Team will automatically be removed from the assigned tasks or subtasks.<blockquote>To learn more about creating private tasks, click <a href="https://assemble.productlane.com/docs/user-permissions/creating-private-tasks" target="_blank" rel="noopener noreferrer nofollow" class="cursor-pointer box-border font-semibold border-b hover:border-b-[2px] transition-all duration-75 " style="text-decoration: none; color: inherit; border-color: var(--portal-accent-color);">here</a>.</blockquote><h2>Changing the Status of Tasks</h2>To change the status of a task, click the&nbsp;Not Started&nbsp;button and select a status from the drop down menu.<img src="https://uploads.productlane.com/4b916c1fa0ded33f6e135880fc4b02ae.png"><h2>Viewing and Sorting your Tasks</h2>Within the task lists you will see some basic information displayed for each task.<img src="https://uploads.productlane.com/470faa95c3382f70b8558fd448100428.png">This information includes:<ul><li>Task name</li><li>Task phase (either the name of the phase, or a colored bar indicating which phase it is a part of)</li><li>Status</li><li>Number of subtasks due and subtasks completed (i.e. 3/5 and also indicated with a green circle showing your progress until completion)</li><li>Task assignees</li><li>Due date</li><li>Amount of days remaining until the due date</li></ul>To change the sorting of your tasks, click&nbsp;Sort By&nbsp;and select an option.<img src="https://uploads.productlane.com/f4e7cc8071ef92c64a322edf7758876c.png">There are three options for sorting your tasks:<ol class="steps-list"><li>Phase:&nbsp;This will sort your tasks first by project phase, and then chronologically within each phase.<img src="https://uploads.productlane.com/15b7caf650c9b2a8b6f17557de7a373a.png"></li><li>Date:&nbsp;This will sort your tasks chronologically by date, and also break the dates into Past, Today, Upcoming and Later.<img src="https://uploads.productlane.com/d0487dc0e9f1b3a4f41cc37d66a52222.png"></li><li>Priority:&nbsp;This will sort your tasks by priority, in the following order:<ul><li>Priority</li><li>On Hold</li><li>In Progress</li><li>Not Started</li><li>Done</li></ul><img src="https://uploads.productlane.com/5be45174799ff251343ab4110815e7f2.png"></li></ol>You can click on any section within the task sorting to collapse it.<img src="https://uploads.productlane.com/2120bc80d6c934aeb79d10452f655736.png">Additionally, you can choose to hide or show completed tasks by clicking&nbsp;Sort By, and then toggling&nbsp;Hide Completed&nbsp;on or off. If turned on, any tasks marked as&nbsp;Done&nbsp;will be automatically hidden.<img src="https://uploads.productlane.com/94add6ea125d6adaf930362452930aff.png">Finally, you can choose to filter your task list by user. Just click&nbsp;Assigned To&nbsp;and select the user whose tasks you want to view.<img src="https://uploads.productlane.com/9eab7788a4ecfc4e60133a518950a9fa.png">Assemble will remember your sorting and hide preferences and display them across all projects.<h2>Utilizing the Global Task List</h2>Your&nbsp;Global Task List&nbsp;allows you to see all tasks across all projects. To access the Global Task List, exit your project to the&nbsp;Projects Page. At the top of the screen, select&nbsp;Tasks.<img src="https://uploads.productlane.com/7ad4cec205c8d0c380430cc465e77ade.png"><blockquote>To learn more about the global task list, click <a href="https://assemble.productlane.com/docs/calendars-tasks/using-the-global-task-list" target="_blank" rel="noopener noreferrer nofollow" class="cursor-pointer box-border font-semibold border-b hover:border-b-[2px] transition-all duration-75 " style="text-decoration: none; color: inherit; border-color: var(--portal-accent-color);">here</a>.</blockquote><h2>Deleting a Task</h2>To delete a task, just open the task and click the&nbsp;Three Dot Menu&nbsp;at the top right, then click&nbsp;Delete.<img src="https://uploads.productlane.com/3575d3250fb876faf6df9a2f26e60c4c.png">

Calendars & Tasks

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

How to Add Tasks to Your Project

Quickstart Videos

Get Started

Create a Workspace

Inviting Teammates to your Workspace

Custom Branding your Workspace

Teammates vs. Guests

Create and Manage Account Admins

Admin View

Delete a Workspace

Workspaces

Start a New project

Project Dashboard

Organize Projects with Project Folders

Search Projects

Invite Users to Projects

Remove Users from Projects

Change Project Details

Archive a Project

Delete a Project

Projects

How to Build a Calendar

Attaching Files to Tasks

Bulk Drag & Drop to Shift your Calendar

Switching Between Month View & Timeline View

Sharing Review Links

Filtering Global Calendar and Tasks

How to Add Emoji Milestones

Locking the Calendar

Tracking Changes to the Calendar

Sync Google, Apple or Outlook

Using the Global Calendar

Using the Global Task List

Create a Document

Add Images to a Document

Add Tables to a Document

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Leaving Feedback on Documents

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Create a New Version of a Document

Share a Review Link of a Document

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Documents

Types of Files in Assemble

Upload Assets

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Use Submissions to Manage Approvals

Adding Phases to your Project

Create Subfolders

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Change a File Name

Inviting Teammates to your Files

Share a Review Link of a File

Share a Review Link of a Folder

File Upload Recommendations

Delete a File

Files

Leaving Feedback on Files

Add Markups to Files

Change the Status of a File

Sort Comments on Files

Mark Comments as Complete

Feedback & Approval

Using Teams to Manage User Permissions

Moving a User to a Different Team

Creating Teams

Grant a Team Access to Phases and Folders

Creating Private Feedback Threads on Files & Documents

Sharing Feedback Between Private Feedback Threads

Creating Private Tasks

User Permissions

Project Templates

Types of Templates in Assemble

Document Templates

Publish Templates Publicly

Templates

How In-App Notifications Work

Managing Email Notifications

Notifications

Syncing with Google Calendar

Syncing with Apple Calendar

Syncing with Microsoft Outlook

Integrating your Workspace with Slack

Integrations

Updating Profile and Account Settings

Deleting Your Personal Account

Privacy & Personal Data

Understanding Assemble's Pricing Plans

How to Manage My Subscription

How to Manage Seats on My Account

How to Upgrade or Downgrade My Storage

How to Update My Payment Method

How to Cancel My Subscription

Subscription Management

Docs

Assemble