Tutorials
Project Level Assets Tool
Tutorials are also available for the Project level Assets tool.
Process Guides
Configure Settings
- Assign Configurable Fieldsets to Asset Types
- Assign Status Groups to Asset Types
- Configure Asset Type Hierarchy
- Configure Attachment Types for Assets
- Configure Default Field Values for Asset Types
- Configure Default Naming Convention for Assets
- Configure Status Groups for Assets
- Create New Configurable Fieldsets
- Create New Custom Fields
Manage Assets
- Assign Assets to Projects from the Company Assets Tool
- Create Assets in the Company Assets Tool
- Delete Assets
- Edit Asset Statuses
- Edit Assets in the Company Assets Tool
- Generate QR Codes for Assets
- Import Assets to the Company Assets Tool
- Link Sub Assets to a Parent Asset
- Manage Asset Attachments in the Company Assets Tool
- Manage Related Items for Assets
- Search and Filter Assets