Assembly 2.0

What is Assembly 2.0?

Assembly 2.0 is an update to Assembly’s client portal and workflow platform. It focuses on improving how client information is organized and how work is carried out inside the portal.

The update adds redesigned client homepages that adapt to the client experience, app organization using folders, and scheduled automations to help handle repetitive workflow steps. It also introduces a desktop app intended to provide desktop notifications.

Beyond layout and automation, Assembly 2.0 expands how portal content connects to clients and internal work. Tasks can be associated with specific clients so they can be selectively shared. The update also supports contextual references to client details and internal notes, which can be used throughout file channels and messaging.

Key Features

• Adaptive client homepages: Redesigned client homepages that present portal content in a more tailored way for each client.
• App organization with folders: Use folders to organize apps inside the portal for clearer navigation and grouping.
• Scheduled automations: Automate workflow steps on a schedule to reduce manual repetition.
• Desktop app with notifications: Adds desktop notifications through a desktop app.
• Client-linked task sharing: Associate tasks with clients so tasks can be selectively shared in the client context.
• Contextual references in channels and messaging: Use references to client details and internal notes throughout file channels and messaging.

How to Use Assembly 2.0

1. Open the client portal homepages
   Start by using the redesigned client homepages to locate relevant work for a specific client. The updated pages are intended to be more adaptable to how client content is presented.

2. Organize apps using folders
   Create or use app folders to keep portal apps grouped in a consistent way. This can help you find tools faster when working with multiple clients.

3. Set up scheduled automations
   Use scheduled automations for workflow steps that repeat over time. Configure the schedule for the automation and ensure it aligns with your normal operational rhythm.

4. Associate tasks with clients
   When you create or manage tasks, link them to the relevant client. This association is designed to control how tasks can be selectively shared within the portal’s client context.

5. Reference client details and internal notes in communication
   When working in file channels and messaging, include contextual references to client details and internal notes. This helps keep related information connected to the right client and internal context.

Use Cases

• Client-specific task workflows: Link tasks to the correct client to ensure the right work is shared in the client portal without exposing unrelated internal tasks.
• Organizing multiple apps per client: Use app folders to keep client portal apps structured as your client base and workflows grow.
• Recurring operational steps: Apply scheduled automations to handle routine workflow actions on an ongoing cadence.
• Notification-driven desktop work: Use desktop notifications from the Assembly 2.0 desktop app to stay informed while working at a desk.
• Context-aware file and message collaboration: Reference client details and internal notes in file channels and messaging so conversations stay grounded in the relevant client context.

FAQ

What does Assembly 2.0 change in the client portal?

Assembly 2.0 updates client portals with redesigned client homepages, improved app organization via folders, and scheduled automations. It also adds a desktop app for desktop notifications.

How does Assembly 2.0 relate tasks to clients?

In Assembly 2.0, tasks can be associated with clients. This association is meant to allow tasks to be selectively shared in the client portal.

Can I reference client details and internal notes in collaboration?

Yes. Assembly 2.0 supports contextual references to client details and internal notes, which can be used throughout file channels and messaging.

What is scheduled automation used for?

Scheduled automation is intended for workflow steps that occur repeatedly. You can configure automation to run on a schedule.

Alternatives

• Client portal platforms with folder organization and automation: Look for client portal tools that support organizing content by folders plus scheduled automations.
• Project management tools with client views: Some project management platforms provide client-specific workspaces or filtered sharing so tasks can be managed internally while presented per client.
• Automation-first workflow tools: Use workflow automation platforms that support scheduled triggers and context mapping to reduce repetitive manual steps.
• Messaging-and-notifications collaboration suites: If the key need is desktop notifications and contextual communication, consider collaboration suites that combine client communications with notification controls (while ensuring they also support client-context organization).