# Product Feedback **URL:** https://community.assembly.com/c/product-feedback/10.md [Latest](https://community.assembly.com/latest.md) · [Categories](https://community.assembly.com/categories.md) · [Tags](https://community.assembly.com/tags.md) --- ## [Product feedback guidelines: Keeping a pulse on our product](https://community.assembly.com/t/product-feedback-guidelines-keeping-a-pulse-on-our-product/17)
**Author:** [@allene](https://community.assembly.com/u/allene)\ **Replies:** 0\ **Last updated:** [October 7, 2024, 10:18pm UTC](https://community.assembly.com/t/product-feedback-guidelines-keeping-a-pulse-on-our-product/17 "2024-10-07T22:18:27Z")
:light\_bulb: Got ideas? We’re all ears! Use this space to share your feature requests, ask questions about existing features, or give feedback on how Assembly is working for you. :speaking\_head: Product Feedback Love … --- ## [Modifications in the Tasks App](https://community.assembly.com/t/modifications-in-the-tasks-app/569)
**Author:** [@Garrett\_Leonard](https://community.assembly.com/u/Garrett_Leonard)\ **Replies:** 7\ **Last updated:** [October 23, 2026, 9:15pm UTC](https://community.assembly.com/t/modifications-in-the-tasks-app/569 "2026-10-23T21:15:41Z")
A few things that would be very helpful here: Ability to name stages differently from To Do, In Progress, Done Ability to add/remove number of stages Ability to assign clients and internal team members to the sa… --- ## [Messaging Reactions](https://community.assembly.com/t/messaging-reactions/691)
**Author:** [@Gedy\_Leon](https://community.assembly.com/u/Gedy_Leon)\ **Replies:** 1\ **Last updated:** [October 19, 2026, 9:32pm UTC](https://community.assembly.com/t/messaging-reactions/691 "2026-10-19T21:32:06Z")
I know it seems insignificant, but it is often helpful to react to a message rather than respond with a typed acknowledgement. Sometimes messages don’t warrant a response but just a simple: “cool!” or “okay!”. You cou… --- ## [We're looking for Feedback on the Client Home 2.0](https://community.assembly.com/t/were-looking-for-feedback-on-the-client-home-2-0/530)
**Author:** [@Dovid\_Baum](https://community.assembly.com/u/Dovid_Baum)\ **Replies:** 18\ **Last updated:** [October 17, 2026, 3:44am UTC](https://community.assembly.com/t/were-looking-for-feedback-on-the-client-home-2-0/530 "2026-10-17T03:44:01Z")
:waving\_hand: 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… --- ## [Reverting payments from Paid back to Open on an Invoice](https://community.assembly.com/t/reverting-payments-from-paid-back-to-open-on-an-invoice/680)
**Author:** [@Liz\_Parsons](https://community.assembly.com/u/Liz_Parsons)\ **Replies:** 1\ **Last updated:** [September 16, 2026, 4:34pm UTC](https://community.assembly.com/t/reverting-payments-from-paid-back-to-open-on-an-invoice/680 "2026-09-16T16:34:57Z")
We have a client that pays via ACH outside the portal. My boss thought the client paid, so I marked the invoice paid when it had not in fact been paid. I want to revert back to “OPEN” but there is no way to do that. I do… --- ## [Multiple Recipients for a Single Invoice](https://community.assembly.com/t/multiple-recipients-for-a-single-invoice/674)
**Author:** [@BEYER\_Architects\_Eng](https://community.assembly.com/u/BEYER_Architects_Eng)\ **Replies:** 3\ **Last updated:** [August 27, 2026, 3:30pm UTC](https://community.assembly.com/t/multiple-recipients-for-a-single-invoice/674 "2026-08-27T15:30:52Z")
Billing Feature - Our Clients tend to be more than one person per project. Be able to send the same invoice to multiple indiviudals would be extremlely helpful allowing all to see and have ability to pay the invoice. We… --- ## [Feature Request - attach documents when task is being created](https://community.assembly.com/t/feature-request-attach-documents-when-task-is-being-created/669)
**Author:** [@Aerin\_Cunningham](https://community.assembly.com/u/Aerin_Cunningham)\ **Replies:** 0\ **Last updated:** [August 1, 2026, 4:40am UTC](https://community.assembly.com/t/feature-request-attach-documents-when-task-is-being-created/669 "2026-08-01T04:40:05Z")
Having to click into a task after it’s been created to attach a document wastes time plus it makes it easy for me to forget to attach the document at all when work is busy. --- ## [Scoping Form visibility, End User roles, and portals in the B2B context](https://community.assembly.com/t/scoping-form-visibility-end-user-roles-and-portals-in-the-b2b-context/666)
**Author:** [@Nathan\_Ernst](https://community.assembly.com/u/Nathan_Ernst)\ **Replies:** 0\ **Last updated:** [July 24, 2026, 7:26pm UTC](https://community.assembly.com/t/scoping-form-visibility-end-user-roles-and-portals-in-the-b2b-context/666 "2026-07-24T19:26:39Z")
Hey! My main issue is thankfully pretty small, but it’s also a critical one. It has to do with who can view what forms. Currently, forms created on Assembly only have 2 options for “Form visibility”: “All contacts can … --- ## [Feature Requests - Tasks, individual and bulk](https://community.assembly.com/t/feature-requests-tasks-individual-and-bulk/665)
**Author:** [@Aerin\_Cunningham](https://community.assembly.com/u/Aerin_Cunningham)\ **Replies:** 0\ **Last updated:** [July 23, 2026, 8:19pm UTC](https://community.assembly.com/t/feature-requests-tasks-individual-and-bulk/665 "2026-07-23T20:19:03Z")
I provided examples with each feature request to help with context add notifications and reminders going out to the Activity log so we can see whether they were sent in case a client claims they did not get them de… --- ## [Feature Requests - client notifications & reminders](https://community.assembly.com/t/feature-requests-client-notifications-reminders/664)
**Author:** [@Aerin\_Cunningham](https://community.assembly.com/u/Aerin_Cunningham)\ **Replies:** 0\ **Last updated:** [July 23, 2026, 8:16pm UTC](https://community.assembly.com/t/feature-requests-client-notifications-reminders/664 "2026-07-23T20:16:52Z")
choose which notifications are active (clients do not want a notification when a doc is uploaded, especially when I am uploading multiple documents) control whether and how often reminders are sent out globally plus… --- ## [Saving Invoices as Drafts](https://community.assembly.com/t/saving-invoices-as-drafts/652)
**Author:** [@Garrett\_Leonard](https://community.assembly.com/u/Garrett_Leonard)\ **Replies:** 3\ **Last updated:** [June 9, 2026, 9:32pm UTC](https://community.assembly.com/t/saving-invoices-as-drafts/652 "2026-06-09T21:32:24Z")
Would love to be able to save an invoice as a draft instead of having to charge the client from the start of setup. Currently, you have to charge the person immediately when creating a new invoice. We have clients that … --- ## [Request: KBA signature option in contracts app](https://community.assembly.com/t/request-kba-signature-option-in-contracts-app/642)
**Author:** [@Aerin\_Cunningham](https://community.assembly.com/u/Aerin_Cunningham)\ **Replies:** 1\ **Last updated:** [May 28, 2026, 6:56pm UTC](https://community.assembly.com/t/request-kba-signature-option-in-contracts-app/642 "2026-05-28T18:56:24Z")
As a tax preparer in the US, I am required by the IRS to use KBA (knowledge-based authentication) level security at a minimum to verify e-signatures. However, it does not appear that the contracts app supports this. I d… --- ## [Enter key should = line break not post message](https://community.assembly.com/t/enter-key-should-line-break-not-post-message/635)
**Author:** [@John\_Bloomfield](https://community.assembly.com/u/John_Bloomfield)\ **Replies:** 1\ **Last updated:** [May 14, 2026, 4:03pm UTC](https://community.assembly.com/t/enter-key-should-line-break-not-post-message/635 "2026-05-14T16:03:43Z")
This is fairly minor and not sure if I have mentioned it before - but it is by far the number one thing that clients mention negatively about the portal Messaging - if you hit enter it doesn’t start a new line it sends … --- ## [CRM filters and/or archive capabilities](https://community.assembly.com/t/crm-filters-and-or-archive-capabilities/526)
**Author:** [@Culumber\_Services](https://community.assembly.com/u/Culumber_Services)\ **Replies:** 5\ **Last updated:** [April 30, 2026, 6:54pm UTC](https://community.assembly.com/t/crm-filters-and-or-archive-capabilities/526 "2026-04-30T18:54:28Z")
It would be helpful to have either a filter feature or archive capability available in both client and company CRM views. As a use case, we have inactive client accounts that we are not deleting, and since we can’t archi… --- ## [Updated Forms. Address Fields & Conditional Logic](https://community.assembly.com/t/updated-forms-address-fields-conditional-logic/627)
**Author:** [@Kody\_Foringer](https://community.assembly.com/u/Kody_Foringer)\ **Replies:** 1\ **Last updated:** [April 24, 2026, 5:38pm UTC](https://community.assembly.com/t/updated-forms-address-fields-conditional-logic/627 "2026-04-24T17:38:23Z")
Any plans to upgrade the Forms app? I use Assembly as the central hub for my automations — collecting and pushing data to CRMs, project management tools, Excel, etc. Depending on what program someone is onboarding into,… --- ## [Customize CRM App Tabs for Internal Users](https://community.assembly.com/t/customize-crm-app-tabs-for-internal-users/620)
**Author:** [@Staffify\_Team](https://community.assembly.com/u/Staffify_Team)\ **Replies:** 5\ **Last updated:** [April 17, 2026, 5:59pm UTC](https://community.assembly.com/t/customize-crm-app-tabs-for-internal-users/620 "2026-04-17T17:59:21Z")
We’re looking for the ability to customize which apps appear as tabs within the CRM contact view for internal users, independent of client-facing visibility. Currently, any app enabled for the client portal also appears… --- ## [Feature Request: Ability to remove old 'prices' on invoices](https://community.assembly.com/t/feature-request-ability-to-remove-old-prices-on-invoices/617)
**Author:** [@Ellis\_Bennett](https://community.assembly.com/u/Ellis_Bennett)\ **Replies:** 3\ **Last updated:** [April 8, 2026, 5:44pm UTC](https://community.assembly.com/t/feature-request-ability-to-remove-old-prices-on-invoices/617 "2026-04-08T17:44:11Z")
Hi there, Love your invoicing and payment tool but currently when you create a new invoice and add a line item price, the drop-down includes a list of all prices added to invoices previously. There is a way to add a new… --- ## [Feature Request: Saving Forms before submitting](https://community.assembly.com/t/feature-request-saving-forms-before-submitting/612)
**Author:** [@Neil\_Hillyard](https://community.assembly.com/u/Neil_Hillyard)\ **Replies:** 1\ **Last updated:** [March 30, 2026, 5:20pm UTC](https://community.assembly.com/t/feature-request-saving-forms-before-submitting/612 "2026-03-30T17:20:28Z")
Hi, I’m a new user so apologies if I’ve missed the option. Some of the forms I’ve been designing are quite long (e.g. brand strategy templates) and I can’t see an option for the client (company) to enter some data, save … --- ## [Grouping apps in the side panel](https://community.assembly.com/t/grouping-apps-in-the-side-panel/35)
**Author:** [@Kelvin\_Kautzer13](https://community.assembly.com/u/Kelvin_Kautzer13)\ **Replies:** 23\ **Last updated:** [March 20, 2026, 11:54am UTC](https://community.assembly.com/t/grouping-apps-in-the-side-panel/35 "2026-03-20T11:54:26Z")
is there a way to batch apps in one folder on the side panel? So that I dont have as many apps on the side. Would be cool to create categories of apps with a drop down you can open and close --- ## [Time-Based Automations?](https://community.assembly.com/t/time-based-automations/593)
**Author:** [@Garrett\_Ramela](https://community.assembly.com/u/Garrett_Ramela)\ **Replies:** 4\ **Last updated:** [March 20, 2026, 11:51am UTC](https://community.assembly.com/t/time-based-automations/593 "2026-03-20T11:51:45Z")
Hi all! What’s the best way to set-up a time-based automation for clients? For example, I’d like to send reminders to clients about upcoming meetings or after say 3 months of using us, to drop us a review on Google. Thi… --- ## [Add attachments in messages to documents area](https://community.assembly.com/t/add-attachments-in-messages-to-documents-area/609)
**Author:** [@John\_Bloomfield](https://community.assembly.com/u/John_Bloomfield)\ **Replies:** 0\ **Last updated:** [March 19, 2026, 11:11am UTC](https://community.assembly.com/t/add-attachments-in-messages-to-documents-area/609 "2026-03-19T11:11:59Z")
It would be really useful if when adding a document as an attachment in a message with a client there was an option to also add that document to the documents area. Alternatively a way to insert a link to a document in … --- ## [Mobile App - Is there a workaround?](https://community.assembly.com/t/mobile-app-is-there-a-workaround/418)
**Author:** [@John\_Bloomfield](https://community.assembly.com/u/John_Bloomfield)\ **Replies:** 9\ **Last updated:** [March 12, 2026, 10:13pm UTC](https://community.assembly.com/t/mobile-app-is-there-a-workaround/418 "2026-03-12T22:13:40Z")
Has anyone found an easy way to let none tech savy clients install the portal on their mobile phones as an ‘app’ - we use the portal for secure communications more than anything else and there literally isn’t a day where… --- ## [Templates in the messages](https://community.assembly.com/t/templates-in-the-messages/606)
**Author:** [@Garrett\_Leonard](https://community.assembly.com/u/Garrett_Leonard)\ **Replies:** 1\ **Last updated:** [March 9, 2026, 7:29pm UTC](https://community.assembly.com/t/templates-in-the-messages/606 "2026-03-09T19:29:06Z")
I may have mentioned this in a previous post, but having the option to save templated messages would be huge. We send out the same formatted messages to 10+clients every single day and it is a lot of copy and pasting … --- ## [Adding media and formatting to forms](https://community.assembly.com/t/adding-media-and-formatting-to-forms/604)
**Author:** [@Garrett\_Leonard](https://community.assembly.com/u/Garrett_Leonard)\ **Replies:** 1\ **Last updated:** [March 9, 2026, 5:09pm UTC](https://community.assembly.com/t/adding-media-and-formatting-to-forms/604 "2026-03-09T17:09:40Z")
I really need the ability to format the descriptions in form questions to include bold, hyperlinks, etc. Include images either in the responses (most helpful) or in the descriptions at the very least of a question. … --- ## [Mark message as "private"](https://community.assembly.com/t/mark-message-as-private/563)
**Author:** [@Brandon\_Finton](https://community.assembly.com/u/Brandon_Finton)\ **Replies:** 2\ **Last updated:** [March 5, 2026, 4:34pm UTC](https://community.assembly.com/t/mark-message-as-private/563 "2026-03-05T16:34:08Z")
It would be great if you can mark a message as “private” so that the message is not displayed in the email notification. The use-case is that we do not want sensitive/private information can be sent through Assembly wit… --- ## [Feature Request: Automated Client Folder Templates Based on Service Types](https://community.assembly.com/t/feature-request-automated-client-folder-templates-based-on-service-types/601)
**Author:** [@Natalie\_Minardi](https://community.assembly.com/u/Natalie_Minardi)\ **Replies:** 1\ **Last updated:** [March 3, 2026, 8:42pm UTC](https://community.assembly.com/t/feature-request-automated-client-folder-templates-based-on-service-types/601 "2026-03-03T20:42:47Z")
Hi Assembly team, I just started using Assembly and I absolutely love it compared to other softwares! Although I’m running into a workflow bottleneck that I think many accounting/bookkeeping firms face, and I’d love to … --- ## [Enhancement Request : Message Center : Templates](https://community.assembly.com/t/enhancement-request-message-center-templates/522)
**Author:** [@Christian\_TenEyck\_EA](https://community.assembly.com/u/Christian_TenEyck_EA)\ **Replies:** 8\ **Last updated:** [March 3, 2026, 4:24pm UTC](https://community.assembly.com/t/enhancement-request-message-center-templates/522 "2026-03-03T16:24:39Z")
Request Title: Advanced Message Template Functionality Currently , I have the lovely task of typing out every Message by hand. Can we have Template Features. Additionally : Key features of the proposed enhancement inc… --- ## [Create Dedicated Contract within each client account](https://community.assembly.com/t/create-dedicated-contract-within-each-client-account/600)
**Author:** [@Christian\_TenEyck\_EA](https://community.assembly.com/u/Christian_TenEyck_EA)\ **Replies:** 3\ **Last updated:** [March 2, 2026, 8:22pm UTC](https://community.assembly.com/t/create-dedicated-contract-within-each-client-account/600 "2026-03-02T20:22:39Z")
Feature Request: Direct “Single-Use” Contract Creation Problem: Currently, generating a contract requires navigating away from the Client Account to the Apps section, creating a firm-wide template, and manually linking i… --- ## [Feedback on Tasks](https://community.assembly.com/t/feedback-on-tasks/292)
**Author:** [@Mallory\_Chandler](https://community.assembly.com/u/Mallory_Chandler)\ **Replies:** 18\ **Last updated:** [February 25, 2026, 1:23am UTC](https://community.assembly.com/t/feedback-on-tasks/292 "2026-02-25T01:23:48Z")
A couple of feedback items on Tasks: Allowing more than 1 person to be assigned to a task. We often work with a particular set of clients that often utilize their own administrative staff to assist with a task. When in… --- ## [Feature Request: Billing visibility (app visibility overall)](https://community.assembly.com/t/feature-request-billing-visibility-app-visibility-overall/529)
**Author:** [@Brandan\_Baki](https://community.assembly.com/u/Brandan_Baki)\ **Replies:** 8\ **Last updated:** [February 20, 2026, 9:26pm UTC](https://community.assembly.com/t/feature-request-billing-visibility-app-visibility-overall/529 "2026-02-20T21:26:11Z")
I know this has been on the roadmap but it’s sort of put us in a standstill now. Wondering if/when we can expect an update that allows us to control what our internal team sees? Right now, we would like to bring in our w… [Next page](https://community.assembly.com/c/product-feedback/10.md?page=1)