Overview
In Limble, you can organize your assets in a way that is convenient and efficient to access what you need, when you need it.
This article will go over different ways to efficiently organize your assets.
Table of Contents
Asset Hierarchy
An asset hierarchy establishes parent-child relationships between assets that help keep you organized, and is also beneficial for reporting and task management.
Reorganizing Asset Hierarchy on Desktop
Reorganizing Asset Hierarchy on Desktop
From the Manage Assets page on desktop, there are two ways to reorganize your asset hierarchy:
The Drag & Drop method
The Move Asset function
Drag & Drop
Drag & Drop
Make sure your assets are in hierarchical view by clicking "Hierarchy" on the right side of the screen.
Then, click and hold the four-way arrow icon next to an asset and drag it until you see a green box appear under your desired parent asset.
Drag and drop the asset where desired in the hierarchy.
Move Asset
Move Asset
Click the "Options" button next to your desired asset, and choose "Move Asset" from the dropdown.
In the pop-up, select the new parent asset, and click "Select."
Your asset will now be located within the new parent asset.
Reorganizing Asset Hierarchy on Mobile
Reorganizing Asset Hierarchy on Mobile
On mobile, you can reorganize your asset hierarchy using the Move Asset function.
From the home page, under "Search," click "Asset."
Select the desired asset you want to move and click "Move Asset."
Then, click the new parent asset for that asset, and click "Select."
Your asset will now be located within the new parent asset.
Asset Order
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, click and hold the four-way arrow icon to drag an asset where you want it to be ordered within the hierarchy.
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, go the Settings page.
Under User Interface Settings, change the "Picking Assets" option to "Manual Custom Order."
(Note: this is a global setting and will apply to everyone in your organization. Only Super Users can configure this setting.)
Organizing Information Field Columns
Some of your assets' fields are displayed in columns on the Manage Assets page. You can configure your view to show up to 10 fields at a time.
To organize the asset field columns, click on the edit visible columns icon. This will pull up a list of all available information fields.
Information fields that are displayed are marked with a green checkmark.
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.
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Still don’t see what you’re looking for? Check out our YouTube channel for more tips and tricks! You can also reach out to us anytime at support@limblecmms.com.