Getting Started with Assets
Last Updated: 2026-01-15 Available On: Pro, Enterprise Time to Complete: 5 minutes
TL;DR (Quick Summary)
Assets lets you track physical assets, manage asset details, assign to employees, and track asset history. This guide shows you how to create your first asset in under 5 minutes.
What is Assets?
Assets is an asset management system that helps you track physical assets like equipment, furniture, and inventory. Record asset details, track locations, manage warranties, and maintain complete asset history.
What you can do:
- ✓ Create and manage assets
- ✓ Track asset details (serial codes, purchase dates, costs)
- ✓ Assign assets to employees
- ✓ Track asset locations and branches
- ✓ Manage asset categories
- ✓ Track asset history
- ✓ Manage defective assets
- ✓ Monitor warranty periods
How to Access
Step 1: Navigate to Assets
- Log in to your dashboard
- In the sidebar, click Assets
- You'll see the Assets list
💡 Tip: If you don't see Assets in your sidebar, contact your admin to enable it for your workspace.
Quick Start (5 Minutes)
Create Your First Asset
| Step | Action |
|---|---|
| 1 | Click Assets in the sidebar |
| 2 | Go to Categories → + Create (create category first) |
| 3 | Enter Category Name: Laptops |
| 4 | Click Save |
| 5 | Go to Assets → + Create |
| 6 | Enter Asset Name: Dell Laptop XPS 15 |
| 7 | Select Category: Laptops |
| 8 | Enter Serial Code: DLXPS001 |
| 9 | Set Purchase Date and Cost |
| 10 | Click Save |
Result: Your asset is created and appears in the assets list.
What's Next?
Now that you've created your first asset, explore these resources:
| Resource | Description |
|---|---|
| 📖 All Features | Discover everything Assets can do |
| ❓ FAQ | Answers to common questions |
Related Topics
- Assets Features
- How to Assign Asset to Employee
- How to Track Asset History
Need Help?
| Channel | Details |
|---|---|
| support@custojo.com | |
| Help Center | docs.custojo.com |
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