To view your spaces, simply select All spaces from the My recent spaces section of your portfolio home. If you are using the old UI, you can view your spaces by selecting Spaces from the toolbar at the top of the screen while at the portfolio level.

From the Spaces screen, users can view all of the spaces associated with a portfolio as well as their owner, tags, labels, and next milestone. Sort your spaces either up or down by any of the headers by clicking on the headers, or filter results using the available menu next to the space list.

Categorize spaces as Active, Archived, Template, or Proposed. To archive an Active space, click the three dots (Actions menu) on the row for the space you want to archive, and then select Archive space. Conversely, to move an Archived space to an Active one, choose Activate from the same menu. 

Create templates from existing spaces by clicking the three dots (Actions menu) on the row for the space you want to use as a template, and then selecting Save as template. Use templates to create new spaces with predefined settings and content to start your projects even faster. Spaces created from a template inherit the template’s Assembla Tools, milestones, custom ticket fields, custom ticket status names, custom ticket reports, files, wiki pages, and build tool settings. 

Finally, portfolio members can propose new spaces. The Proposed page lists proposed spaces as well as who created them and when. The drop-down Actions menu allows a portfolio manager to either Activate or Reject the proposed space. You cannot invite team members while a space is in the Proposed state. Contact your portfolio manager to activate your space before inviting team members.

You can manage users at the portfolio level by selecting All Users from the toolbar at the top of the screen while at the Portfolio level.

From the Users screen, you can view a list of all of the users in the Portfolio, as well as their last log in, their role in the portfolio, and their space permissions. Sort users either up or down by any of the headers by clicking on the headers. Add users by clicking Invite Users. Use the arrows to promote and demote users as needed. Additionally, you can remove users from this screen and automatically remove them from all of the spaces they belong to within the portfolio. 

You can filter users in a variety of ways using the drop-down menu above the users list. 

Search within a portfolio by clicking in and adding search terms in the Search in portfolio field at the top of the screen while at the portfolio level.

The system starts providing suggestions as soon as you start typing. You can then filter search results by code, collaboration, stream, milestones, spaces, tickets and users as well as by the time they were last updated.

To view portfolio-wide ticket metrics, select More > All tickets from the toolbar at the top of the screen while at the portfolio level. 

The Activity report checks activity across multiple spaces in your portfolio in one place. It can be used to identify slowdowns as well as potential bottlenecks in your workflow. To access the Activity report, click More > Metrics, and then click Activity Report.

This chart displays created vs. closed tickets. To access the Kill Rate chart, click More > Metrics, and then click Kill Rate Chart.

As the name implies, the Active Tickets by User metric tracks the active tickets assigned to each user in the portfolio. To view a detailed user activity chart, simply click that user’s username.

The Closed Tickets by User metric tracks the closed tickets assigned to each user in the portfolio. Again, you can view a detailed user activity chart by clicking on the user’s username.

The Tickets by Status chart organizes tickets by their status. To see a detailed ticket list, click on a status. Use this report to monitor work in progress.

The Tickets by Priority chart organizes tickets based on their priority. To see a detailed ticket list, click on a priority. Use this report to track important tasks.

As you might guess, the Calendar metric is used to track upcoming, completed, and due milestones across your portfolio in one place. Milestones appear in a calendar format based on their due date. 

Additionally, you can relate tickets between any two spaces as long as they are in the same portfolio. From the Related Tickets tab on any ticket, you can relate the current ticket to an existing ticket by searching the ticket number or summary, selecting the existing ticket’s relation to the current ticket, and then selecting Relate. You can also relate your current ticket to a new ticket by selecting the new ticket’s relationship to the current one, and selecting Create new related ticket.

To view time reports for your portfolio, select More > Time from the toolbar at the top of the screen.

Here you can see the time spent on tickets broken down by user. There are also options to select the desired timeframe as well as filter by spaces, users, and milestones.

Branding allows you to customize the look and feel of your Assembla workspaces to match your company’s website. You can click a link to upload your logo, a custom domain, custom CSS, and HTML code.

You can invite users to your portfolio and then add them to the spaces to which they need access. Access to portfolios and spaces is controlled individually on a per-user basis.

You can also control the workflow for creating new spaces by altering who is allowed to create new spaces, whether they need to be approved before team members are added, and which templates are offered to users when creating a new space. To access this page, click More > Portfolio Admin from the toolbar at the top of the screen, and then click Space Creation Workflow.

You can allow users to determine which tabs and features they want displayed. To access this page, click More > Portfolio Admin from the toolbar at the top of the screen, and then click Toggle Tabs and Features Visibility.

The SAML Authentication option allows you to force users to login through your SAML (Secure Assertion Markup Language) identity provider, if you have one. To access this page, click More > Portfolio Admin from the toolbar at the top of the screen, and then click SAML Authentication.

To set it up, check Enable and complete the available fields. Only the URL and either the certificate or its fingerprint fields are required, however.

For more information on how to configure SAML authentication, check out Configure the Security Assertion Markup Language (SAML).

Alternatively, you can require that your portfolio managers log in through Google Authenticator by selecting Force Google Auth for managers, and updating the settings using the Update Google Auth Settings button. To access this page, click More > Portfolio Admin from the toolbar at the top of the screen, and then click Google Authentication.

Require two-factor authentication for even more secure logins. To access this page, click More > Portfolio Admin from the toolbar at the top of the screen, and then click Two-factor Authentication. Click Enabled, and then click Update 2FA Settings.

Have questions? Email us at support@assembla.com