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Sorting Tasks By Due Date

Hi Julie, great question!
Tasks with due dates will automatically sort to the top of their respective status columns, ordered by which are due soonest. So if you have a handful of tasks across a status like “In Progress,” the ones with the nearest due dates will bubble up first, followed by tasks …

New: [Tasks] Automated reminder emails for clients

Hi everyone!
The Tasks App now sends automated reminder emails to your clients on the same cadence as other reminder emails for forms, contracts, and invoices — so client tasks stay top-of-mind without your team having to chase them down.
For tasks with a due date: reminders go out 3 days before t…

Auto-archiving for Tasks App

Happy Friday everyone!
If your Tasks app has been collecting a long tail of completed work, we just shipped something for you: auto-archive.
Flip the toggle, pick how long completed tasks should hang around (30 days by default), and they’ll archive themselves on schedule. No more manual cleanup!

Still really need some improvements with the messages

Hi Garrett! I really appreciate you taking the time to write this up — this is exactly the kind of detailed feedback that helps us prioritize.
We’ve noted all three requests:
Surfacing relevant app content in messages — totally hear you on the friction of clicking into a profile and sorting thro…

Deleting or re-ordering subtasks on template //Assign task in template

Hey John!
I’m glad you returned to Assembly and see how we’ve improved the product! We’re always open to feedback to make your experience better.
Currently there is not a way to reorder subtasks. The newest subtasks will always appear on the top of the list, unless subtasks have due dates - the …

Task templates are missing

Hi there!
Task templates are still in the app - we quietly rolled out a new feature on Friday that slightly moved where you can apply a template when creating a task.

Editing these templates can still be found under the three dots and “Manage templates” page…

Feedback on Tasks

Hi @Danielle_Wright - have you tried our Tasks App yet? It’s been popular with many of our customers who have requested a project management tool in the dashboard. Let me know what you think!

Feedback on Tasks

Hi Danielle!
Yes - we’ve made it much easier for clients to mark a task as complete by adding a dedicated button to the top right corner of the portal when viewing a task.

What are you looking for in a “Projects” app? It would help to understand how you’re thinking about this app so I ca…

"Same Day" Due Date for Tasks

Hi Mallory!
This bug has been fixed, tasks can now be created with the same due date.
Thank you for your patience!

"Same Day" Due Date for Tasks

Hi Mallory!
I looked into this issue and this seems to be a bug where Tasks are not being created when the due date is equal to the current date. This would be possible if it weren’t for the bug. I’ll report this to our engineering team and have them look into this right away!
Sorry for the inconvenience…

Feedback on Tasks

Hi Mallory!
Thank you for your feedback! This is very helpful for us as we determine which features and improvements to bring to the Tasks App next.
#1 - To confirm, you’d like to assign a task to a set of clients within a company? Assigning a task to a company is an effective way of assigning to …

Feature request: Editable forms - External Users

I see, thanks for sharing!
For your packaging design workflow, I’d recommend using the Tasks App with comments and replies. The comment section supports threaded conversations, which would be helpful for organizing different pieces of information.
You could create a main task for each packaging pr…

Forms and project management

Hi Danielle!
Our Tasks App now has subtasks meaning you can create and assign groups of tasks to clients or your internal team. To learn more about the Tasks App and its feature set, read more in our guide page about the app.
To get started with subtasks, create a task and find the “+ Create Subtask” option.

Feature request: Editable forms - External Users

Thank you Allie for the feature request!
I’d love to learn a bit more about your use case. What types of forms do you want your clients to edit? What sort of information would they change after the initial submission?

Editable Forms - Internal Users

Internal users can make updates to a client’s profile in the CRM as seen below. The Profile Manager app allows clients to view and edit their profile themselves.

Editable Forms - Internal Users

Sounds great, we’ll note this as a feature request!
Has your team tried using custom fields in the CRM to store client info like phone number, address, and other custom tags?
You could pair custom fields directly with our Profile Manager app allowing your clients to make these updates themselves directly.

Editable Forms - Internal Users

Hi Mallory!
What updates are your clients usually making with a form? Would you want them to be able to add questions themselves?

Upload Notification Behaviour

Clients will not be notified if an empty folder is mass uploaded.
Unfortunately, there is currently no way to turn off or configure which notifications get sent to clients.
Please let me know if you have any other questions!

Upload Notification Behaviour

Hi Andrew!
Clients will not get notified via email if the file is deleted within 5 minutes of being created. Their in-portal notification counter will also decrement once the file is deleted.

TeamWork.com & TeamWork Desk Integration?

Hi Andrew!
We don’t have an integration with Teamwork.com on our roadmap right now, but I’d love to better understand what this integration might look like!
Do you want to sync projects, tasks, etc. from Teamwork?

Is there anyway to add custom Css?

Hi! Where do you want to add custom CSS to? What would you like to customize further?

Grouping apps in the side panel

Thanks for the feedback! What groups would you form on the sidebar if you had this feature?