Create an asset type
1
Open organization settings
Click your organization name in the top left, then select Settings.
2
Open Assets
Click Assets in the left sidebar.
3
Create the type
Click + (New asset type) at the top of the asset type list. Enter a name, pick an icon and color, and add a description.
4
Pick the workspaces
In the Workspaces field, select every workspace that should see this asset type. Leaving the field empty keeps the type visible only in organization settings.
5
Save
Members of each selected workspace see the Assets tab (if they did not already), and every asset of this type appears in their list.
Link or unlink workspaces
Open an asset type and go to its Settings tab to change the Workspaces it’s linked to. Every asset of the type shows up in each linked workspace’s Assets tab.Configure fields
An asset type’s Attributes tab lists its fields. Every type starts with the built-in Status field, which is always shown and always required. See Statuses.To add or arrange fields, open the type’s menu and click Configure fields.Fields can be any of these types. Select and Multi Select fields need at least one option.TextNumberDateDate & TimeTimeBooleanSelectMulti SelectUserApplicationCurrency
Fields are shared across asset types. Editing a field’s label or options changes it on every type that uses it, and deleting a field removes it from every asset type and hides its values on every asset.
Organize types into a tree
Asset types can have parent types, so you can group related types such as Laptops and Monitors under Hardware. A type can have more than one parent.A type inherits the fields of its parent types and of their parents in turn. On an asset, the type’s own sections come first, followed by one section per ancestor type, named after that type, holding the inherited fields. A field already on the asset’s own type appears only once, in its own section. You fill in inherited fields like any other field. Configure fields on a type edits only its own fields, so change an inherited field on the parent type that defines it.Click the view toggle at the top of the asset type list to switch between the flat list and the tree view. In tree view, each type shows its child types beneath it, its count includes the assets of every type below it, and selecting a type lists those assets too.Organization admins can set a type’s parents in two ways:- Open the type’s menu, click Extend, choose one or more Parent Types, and click Save. The list greys out the type’s own descendants and the types it already inherits from.
- In tree view, drag a type onto another type to make it a child of that type. Drag it onto Assets at the top of the list to remove it from the parent you dragged it from.
Delete an asset type
Open the asset type and click Delete in its menu. If the type still has assets, choose where they go in Move assets to, either another asset type or Uncategorized. Type the asset type’s name to confirm.Learn more about importing assets into a type