Find, change, export or delete assets

Search and filter

1. Open Assets and choose Equipment or Software & subscriptions.
2. Type in the search: a name, a model, a serial number, a supplier or provider, a place or a holder’s name.
3. Click Show filters to narrow the list by Status, Category, Holder, Warranty, Coming up, Tags or Responsible.

The Holder filter also offers Nobody and Leaving soon.

To show more columns, such as the Location or the Cost, click Customize columns.

Change several assets at once

1. Tick the assets in the list.
2. Open the menu that appears and choose:
   • Change responsible: who gets their reminders.
   • Add tags: the tags are added to the ones they have.
   • Export: a CSV file of the selected assets. Licence keys are never in it.
   • Delete.

Change one asset

Open it and click Edit. Every change is kept in its Activity tab, with who made it and when.

Delete an asset

Open it, click the menu at the top right and choose Delete, then confirm.

The asset goes to the Trash, with its files and history. To get it back, click Undo in the message that appears, or see Restore a deleted item.

An item you no longer use is better marked Retire: it leaves the list but keeps its history.

Common questions