Asset Tracking

In evidenza
Avatar
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? 

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos
3 commenti
Avatar
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!

 

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos
Avatar
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?

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos
Avatar
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 Diventa un esperto di Wrike con Wrike Discover

Rohan V Wrike Team member Diventa un esperto di Wrike con Wrike Discover

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Folllowing List for Post: Asset Tracking
[this list is visible for admins and agents only]

Inizio

Prossime sessioni in diretta

Non hai trovato quello che cercavi? Scrivi un nuovo post