<h1>Starting a Project</h1><ol class="steps-list"><li>From your Project Dashboard, click the&nbsp;New Project&nbsp;button in the top right corner.<img src="https://uploads.productlane.com/4921d15c610d4ab6fb7dc7b48770f481.png"></li><li>On the next screen, you can choose to start a&nbsp;Blank Project&nbsp;or use a pre-made&nbsp;Project Template.<img src="https://uploads.productlane.com/0d33606cf658d86979e487e0b790a0bc.png"></li><li>Click&nbsp;Blank Project&nbsp;to build a project from scratch.<blockquote>To learn more about project templates, click <a href="https://assemble.productlane.com/docs/templates/project-templates" 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></li><li>Next, enter the&nbsp;Project Name&nbsp;and&nbsp;Company Name. Additionally, you can add a&nbsp;Company Logo.<img src="https://uploads.productlane.com/a732e37912d3dd5eeb1555970c6a5f1d.png"></li></ol><h1>Adding Phases</h1><ol class="steps-list"><li>Next, you'll be given the option to add&nbsp;Phases. Phases help you organize your project into different stages. Each phase can have its own assets, tasks and viewing permissions.<img src="https://uploads.productlane.com/171121ee4e8603edeeb3d0fa19465e40.png"></li><li>Click&nbsp;Add Phase&nbsp;to create a custom phase. In the next screen, you can enter the&nbsp;Name, Description,&nbsp;and&nbsp;Color&nbsp;of the phase.<img src="https://uploads.productlane.com/bfbe68bd0a2b5b442c0e1f9c42956410.png"></li><li>You can also select from our list of&nbsp;Phase&nbsp;Suggestions.&nbsp;Click any of the suggested phases to add them to your project.<img src="https://uploads.productlane.com/3345115530303728922b9af860d0fc12.png"></li></ol><h1>Reordering Phases</h1>You can reorder your phases by dragging and dropping them within the stack of phases.<img src="https://uploads.productlane.com/68782a4f5c324dd98ad1a172c09c16fc.png">Once you're finished adding phases, click&nbsp;Next.<h1>Inviting Teammates</h1>On the next screen, you can begin inviting teammates to your project.<ol class="steps-list"><li>If you are setting up a project for the first time, enter the email addresses of your teammates and click&nbsp;Invite&nbsp;to add them to your project.<img src="https://uploads.productlane.com/ed209f8e3061f3e279a68ffbb6ece3f7.png"></li><li>If you already have teammates in your workspace, you'll see a list of your teammates. Click the + button to add them to the project.<img src="https://uploads.productlane.com/f67fb9ab8d7ecc47539711a9c4f9cb5f.png"><blockquote>NOTE:&nbsp;You'll be able to add free guests after your project has been created.</blockquote></li><li>Click&nbsp;Done&nbsp;and your new Assemble project is ready to go.<img src="https://uploads.productlane.com/2349bd1fc20afa33172131a14b4844e1.png"><blockquote>To learn about the difference between teammates and guests, click <a href="https://assemble.productlane.com/docs/workspaces/teammates-and-guests" 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></li></ol>

Projects

Start a New 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

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

How to Build a Calendar

How to Add Tasks to Your Project

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

Calendars & Tasks

Create a Document

Add Images to a Document

Add Tables to a Document

Add Widgets to a Document

Leaving Feedback on Documents

Changing the Status of a Document

Create a New Version of a Document

Share a Review Link of a Document

Download a PDF Export a Document

Documents

Types of Files in Assemble

Upload Assets

Create Galleries

Add Bookmark Links

Use Submissions to Manage Approvals

Adding Phases to your Project

Create Subfolders

Search for Files

Add a Thumbnail to a File

Upload New Versions of Assets

Download Files & Permissions

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

Start a New project

Table of Contents