Asset Tracking

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Soraya Noel

We are currently using Wrike Integrate to build an Asset tracker in Wrike to identify what asset pieces are being used for and the amount of times they are used. Are there any best practices on asset tracking in Wrike? 

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David Simmington

Hi Soraya Noel,

Here are some quick recommendations:

  1. Define your asset types ASAP and use Custom Item Types to differentiate (e.g., images, videos, templates). I'd create Custom Fields like: Asset type, Purpose or project used in, Usage count, Owner, Date added/last used
  2. Centralize Asset Storage - Use a dedicated folder or space for asset tracking and keep it structured (e.g., folders by category or status).
  3. Tag or Link Assets to Projects/Tasks to associate assets with tasks or projects where they’re used. This enables traceability and helps count usage.
  4. Use Dashboards to see the most-used assets, assets by category, assets approaching license limits (if relevant), and then create reports to track usage over time.
  5. Standardize naming conventions to ensure consistent asset names and tags to avoid duplicates or confusion.

Also might be a good idea to restrict other users from changing any of these configurations.

Let me know if this helps!

 

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Riva Shahid

I am also trying to accomplish this but with IT Assets (Printers, Monitors).  Is there a different course of action that I would take?

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Rohan V

Welcome to the Community, Riva Shahid! 🙌
 
You can make use of the Asset Scheduling and Tracking feature that helps you add, organize, and manage equipment, facilities, and other non-human resources in your workspace. Click here to read an overview of how this feature works, and for instructions on how to create and manage assets, you can take a look at our detailed Help Center article.
 
I hope this helps! Feel free to let us know if you have any other questions.

Rohan V Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Rohan V Wrike Team member Become a Wrike expert with Wrike Discover

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