Asset Key Register

Created by Sebastian Castillo, Modified on Tue, 28 Nov, 2023 at 10:48 PM by Sebastian Castillo

With our improved asset functionality, we've made it easy to create an Assets list/ register to manage all company assets.



Assigning assets is a great way to assign items that don't need a fixed location such as laptops, keys, devices etc.


You can now assign an asset to either a person or location (doesn't need to be both).


You can filter and search assets in multiple ways.




Filter by Client


Enter or search for the Client name in the 'Client' field.


This will bring up a list of all Assets under a specific client name.








Show Assigned tick box 


Using this tick box will generate a list of and will only show Assets that are currently assigned to users on Ticked Off.








Filter by Assignee


You can search for an asset by user/assignee which is useful when people are offboarding to see which assets have or haven't been returned.


Simply filter by the 'Assignee' field, by typing or searching for a name from the dropdown list.



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