Overview

There are many different ways to add an Asset within Limble. This article will cover the basics of creating your first asset, adding custom fields, and copying an asset.

You can also bulk upload your assets into Limble using Excel, and you can bulk update your assets with new information and custom fields.

Table of contents

Creating your first asset

  1. To add an asset, go to Locations->[Your Location]->Assets. This will pull up the Manage Assets screen.

  2. Click Add an Asset.

  3. Pick a name for your asset and click Add.
    Note:
    as a best practice, give your asset a clear, unique name to make it easy to differentiate between different assets of the same type.

You have now created your first asset!

Adding custom fields to assets

  1. You can open a detailed asset viewer of the new asset by clicking on the name of the Asset on the Manage Assets page.

    On the asset viewer, you can add information about the Asset, add PMs, track open and finished work, view reports generated about the Asset, and even add a photo of the asset.

  2. To add custom fields to the asset, click on Add Field.

  3. You can choose from a list of existing field types, or create a new field. In this case, you may want to keep track of the fridge temperature, so choose Create New Field.

  4. Choose the field type and name the field. To track fridge temperature, choose a Number field, name it Temperature, and press create.

You can now use this field to track the Temperature and history of Temperature for that fridge.

To learn about updating asset fields from tasks, please read this article on basic task instructions.

Copying assets

When you want to create multiple assets of the same type, you can use the copy function.

  1. Click Add and Asset.

  2. Choose A Copy of an Existing Asset, and select the asset you want to copy.

    Note: The name of the asset will automatically be set to [name of the asset] - copy. You can change the name to something else here or later in the Asset Viewer.

  3. The copied asset will inherit all custom fields, PMs, and parts settings from the original asset.

To learn about other ways to add assets to your account, you can read our article on uploading your assets in bulk using excel and our article on bulk updating assets.

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