## Deleting or re-ordering subtasks on template //Assign task in template Hi all, I was a user long ago and back and WOWWWWWW! This has gotten even better and better. In exploring task templates, I am not seeing a way to re-order or delete subtasks or a way to assign them? Is this something I am missing or is it on the roadmap? Thank you! --- ## Time-Based Automations? Hi @Garrett_Ramela I’m one of the engineers here at Assembly. We’re actually currently working on time based automations! It’ll be released this quarter and you’ll have the ability to set up automations based on your time preference, you’ll be able to select a start date/time and set it to onetime/r... --- ## We're looking for Feedback on the Client Home 2.0 community, I lead product design @ Assembly. Our team is gearing up to start work on Client Home 2.0 in the next two weeks, and we’d love to gather your feedback before we lock in the designs. A few areas we’re actively shaping: • A way for different clients can see different versions of Client … --- ## Fall 2025 Updates: 50+ product improvements Hi everyone! This past month we’ve focused on making improvements to our customers’ quality of life and tackling a lot of long requested upgrades to your experience and your clients’ experience. Here’s the full list of updates (also covered on [our blog](/content/blog/fall-2025-edition/index.html)). ### Folder locking in the Files App Previously,… --- ## Add multiple companies to clients This is a premium feature available to customers on the [Professional, Advanced, and Enterprise plans](https://copilot.app/pricing). Starter plans can add one company per client. If you are on an upgraded plan with companies enabled… --- ## Summer 2025 Updates: QuickBooks, Email Reminders, Magic Folder Links and more! Hi everyone! Sharing with you a highlight of the latest updates Copilot has made in our [Summer 2025](https://www.copilot.app/blog/summer-2025-edition) release, including: ### New & Improved QuickBooks Integration We’ve rebuilt the QuickBooks integration from the ground up. It’s still one-way (Copilot → QuickBooks), but now lets you map and a… --- ## Introducing Stores: Shopify-style storefronts for your services Hi everyone! Vivienne, Product Marketing Lead at Copilot. I’m excited to share with you our latest feature release: your custom online [Store](https://copilot.app/store)! You can now join the league of tech-forward firms who “productize” their services — give new and existing clients clear, transparent packages that they can … --- ## Are there any plans on integrating AI to assist with things in the platform? Hi Copilot team, Are there any plans on integrating AI to assist with things in the platform? I see lots of potential for time-savings and insight features. --- ## Hello! Our team has run into a few roadblocks with billing. We’d love to see these features in a future release: - Automation to assign form or message upon payment completion - Requires payment by bank to be processed in full prior to beginning the automation, currently taking 5-7 days. CC payment… --- ## [@Farah_Abdulwahab](https://community.assembly.com/u/farah_abdulwahab) you’ve got the right idea here one thing I wanted to confirm is that you have set **COPILOT_API_KEY** env variable to the api key that was provided at the time you created the app. If that is not set or is using a different key you will get an unauthorized error. Essentially where… --- ## Hi Everyone! Just wanted to chime in here. We’re super excited for this release, and really hope you all enjoy the new features! Magic and payment links should really help to reduce friction for your clients! For more information, you can find our article on magic links [here](https://www.copilot.app/guide/magic-links), and payment links [here](https://www.copilot.app/guide/copilot-billing-app#payment-links). --- ## This would be great. I’d like it kept simple though so we can just add a menu item and then nest whatever we want underneath it - for example we use a forms system not directly supported so we would make embeds which would fine then group and order them under a menu item we have created ourselves. --- ## Automatically reminder functionality We would also love to have the functionality for Copilot to send automatic reminders to clients who have a contract to sign, task to complete, new message waiting, or form to complete. Maybe this could be a setting that is activated under App Setup? “Send auto-reminder after X days”, etc. Automatic reminders could significantly enhance client communication. --- ## Good afternoon! This is random but on macOS I’ve been using the “Use Safari web apps on Mac” functionality with Copilot so that it feels more like a native app and it’s always in my dock. It’s worked very well. I’ve also done the equivalent on my iPhone … --- ## In five years, I see Copilot As a foundational operating system for client-based businesses. Today, we help consolidate the scattered tools and workflows companies use to work with clients but that’s just the beginning. Fast forward, Copilot becomes an intelligent, adaptive system that anticipates users' needs and enhances their workflows. --- ## Hi Kyle, great question! Imagine Copilot in 5 years - what does it look like in your eyes? What’s changed or improved? Who’s your target client/company? What is it creating/replacing/improving for that target client/company? What’s unique about the product compared to others that may be looking to replace… --- ## Any possibility of creating a “roll up” view of the dashboard menu where we can group apps under a category/header? Our use case - we provide account and tax services. Some embedded elements relate to those services but may not need to appear to every client.