Assemble's platform allows you to connect with talented creatives and collaborate together to create content on a simple, yet powerful platform.

In this guide, we'll give you a quick overview of Assemble's platform and help you set up your first project.

Creating a Project

If you created an account via the website, your project will be automatically created and added to the dashboard.

If you want to create a new project, just click New Project on the dashboard. You'll be asked to add your Project Name, Company Name and Company Logo to the project.

Adding your Team

To add team members, just click the Invite button on the top right of the dashboard and enter their email address.

It's important to note that there is a difference between team members and Creators, and Creators will be added under the Creator tab.


Let's take a quick look around the dashboard to familiarize yourself.

At the top left, you'll see four items: Overview, Creative Brief,  Creator and Budget.

The Dashboard is where you'll be able to view all upcoming milestones and ensure your project stays on track.

The Creative Brief is where you can quickly create a detailed creative brief, which serves as the marching orders for your project.

Under Creator, you'll be able to view your Creative team's profiles and select your favorite for the project.

Under Budget, you'll be able to create your budget, set payment milestones, and initiate payments to your vendors.


For each project you start, your producer will hand pick up to three Creator options for you to choose from. You'll be able to review their portfolios, view custom pitches (known as "Treatments"), leave comments for your team, and select your favorite to begin.

Once you've picked your Creator, just change their status to Approved and they'll be added to your project. You can now collaborate directly with them moving forward.


After you've selected your creator, you'll work together to build a calendar. Typically, the creator will build the calendar for your approval, but you can be involved in the process as well.

First things first, all creative projects are based on phases, or what we like to call Activities. Activities are distinct phases of the project that revolve around a specific goal.

For example, in a video project, some Activities could be Casting, Location, and Creative. Each one of these Activities will focus on particular Tasks like finding the cast, finding the location, or approving the final script and storyboards.

Under each Activity, just click Create Task, type the desired Task, then press Enter. Once you create a Task, it will be saved as a preset under that Activity for future use.

Next, drag the Task onto the calendar and drop it on a date. 

From here, you'll be able to assign the Task to specific team members.

Continue creating Tasks for all of your Activities until your calendar is built. 

Managing your Project

Once your calendar is built, you'll notice that the left hand sidebar has been populated with Activities. These Activity folders correspond to the specific Activities you used when building the calendar, and will allow you to organize your project moving forward.

You'll also notice your dashboard has been populated with upcoming Tasks. This will allow you and your team to be notified of upcoming Tasks and stay on schedule.

Adding and Reviewing Files

Use the sidebar folders to effectively organize your project assets. For instance, creative items such as scripts and storyboards should be added to Creative. Actors will be added to Casting. Art related assets such as wardrobe boards or prop lists should be added to Art

Once you open a file, you and your team can leave comments using the right hand comment bar.

On video files, you can leave comments directly on the timeline for timecoded commenting. Just type your comment in the comment section and hit Enter to add it to the current timecode.

You can also change the status of files to mark them as In Progress, Changes Requested, or Approved.

Lastly, upload new versions of files directly to the asset so you can track versions effectively.

That's everything you need to get started on Assemble's powerful platform. Please check out the rest of our Learn section to learn about more features in depth.

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