When it comes to your Assets, you want to be able to find them quickly. With Limble, you can custom organize your Assets in a way that is convenient and efficient.
First, make sure that you select the Hierarchy button on the right side of the screen. Then you can grab the 4-way arrow next to an asset and drag it onto another asset. Keep in mind that by default your role must be a Manager in Limble to be able to organize assets in a Hierarchy
In Limble, you can organize your Assets alphabetically or in a custom order that you set. These preferences will be saved and will not change.
To do this, simply click and drag where you want your Assets to be located in your hierarchy. Make sure to drag the Asset over the Parent Asset's name. In this example, "Grinder" was moved below "Shop Equipment".
To switch between different types of organization, click on the number list icon.
If the triangle is facing downward, then you are viewing your assets in custom order.
Note: this setting is specific to each User. Your team members will need to follow the same process in order to see the assets in custom order.
To keep your custom order when creating Work Orders, you will need to go the configuration screen. Change the "Picking Assets" option to Manual Custom Order.
Note: this is a global setting and will apply to everyone in your organization.
Organizing Information Field Columns
The information field columns are displayed horizontally under the Asset tab. These columns coincide with the information fields under the Asset Cards.
To organize the Asset field columns, click on the green button that reads "Hierarchy" under the Assets tab.
This will pull up a list of all available information fields
Information fields that are displayed are marked with a green check mark.
The order you click each column determines the order the columns are presented. For example, if you click "Category", then "HVAC SYSTEM", the column order will be displayed with "Category", then "HVAC SYSTEM" in that order from left to right.