Adding new assets

Create an asset, fill in its details and know the limits that apply.

Create an asset

  • Go to Assets, then choose New asset.
  • Enter a title of at least 2 characters. Everything else is optional.
  • Pick a category, tags, a location and, if your workspace uses departments, a department.
  • Add a valuation (a number), a purchase date written as YYYY-MM-DD, and a main image (PNG, JPEG or WebP, up to 8 MB).
  • Save. You can change anything later from the asset page with Edit.

Good to know

  • Every asset gets a unique SAM ID such as SAM-0001 when it is created. It cannot be edited.
  • Choosing a custodian sets the status to In custody. See custody.
  • If Bookable is set to No, the asset is hidden from the booking picker.
  • Your plan sets the maximum number of assets. At the limit you will see "You have reached your plan's asset limit. Please upgrade your plan to add more assets."

Adding many assets at once

Use the CSV import. The CSV import helper lists every column and rule. To track extra details such as a serial number, see adding additional fields to assets.