Required role: Admin or Manager
Steps
1
Go to Assets
In the left sidebar, click Assets.
2
Click Add Asset
Click the Add Asset button in the top-right corner.
3
Enter asset details
Fill in the asset information:
- Name — a descriptive name for the asset (e.g., “Projector Room 204”)
- Category — select the appropriate category (e.g., AV Equipment)
- Serial number — the manufacturer’s serial number (optional but recommended)
- Model — the make and model of the asset
- Purchase date — when the asset was acquired
- Purchase price — the cost of the asset
4
Assign a location
Select the building, floor, and room where the asset is physically located. See Assign Location for more detail.
5
Add custom fields (if applicable)
If your selected category has custom fields configured, fill those in now. See Categories and Custom Fields.
6
Save the asset
Click Save to create the asset record. It will now appear in your assets list.
Next steps
Add Images and Files
Attach photos and documents to the asset.
Track with Barcode / QR
Generate a barcode or QR code for this asset.