How to create a new asset
- You can also add assets by clicking the '+' on the top nav, and selecting 'Add Asset'
If you do not have this option, a super user may need to assign you this permission.
How many assets can I have?
There are currently no yields in place on the number of assets you can have.
Billing is based on the number of agents and can be changed at any time by super users under Billing settings.
How stop notifications on a task
Sometimes you may be part of a task (ticket), but do not need to see any updates on the ticket. To disable notifications on a task you're a part of:
- Navigate to the task you want to stop notifications on.
- On the right nav/options
- Toggle the "Follow task" switch off (make it gray)
You will no longer receive notifications for this ticket, but you will remain a member on the ticket.
How to close a task/ticket
To close a task, navigate to it and then click the existing status to change it.
Here, you can change the status of the task or set current resolution.
How to get alerts when asset warranties ends
In order to get alerts when the warranty on your assets ends, you need to make sure that you're adding the warranty dates to your assets.
In order to enable this feature, navigate to System > Administration > Assets
Here, enable the switch for "Create a task when warranties end", and add clients to auto-assign a task. This will automatically create a task for assets when the warranty ends, and assign it to the agents you specified.
How to sync with LogMeIn Central
If you're a LogMeIn Central customer, Vertask allows you to easily import your assets, enabling you to create tickets and documentation on those assets. Setup is straightforward; once completed, the sync can be done manually or automatically.
In order to configure the sync, on your left navigation, navigate to Settings > Integrations > LogMeIn Central, then click the LogMeIn Central Sync button.
You must have permission to edit the company to configure and enable this plugin.
Under configuration, enter your LogMeIn Central company id and API key, and set the status to Enabled.
You will then decide to sync manually or automatically (syncs every three hours)...
How to delete assets
When you delete assets, all of the asset's data correlated to users, locations, tasks, and reporting are purged immediately and cannot be restored. If you would like to remove an asset from your inventory but don't want to lose all of its data, disable the asset instead.
Disable An Asset
Navigate to the asset you want to disable, and click the pencil icon next to the asset's name to edit the asset. Then, scroll to the bottom of the page and click the link to "Disable Asset". If you do not have a pencil, you may not have permission to edit assets.
Delete An Asset
Navigate to the asset you want to delete, and click the pencil icon next to the asset's name to edit the asset. Then, scroll to the bottom of the page and click the link to "Delete Asset". If you do not have a pencil, you may not have permission to edit assets.
Delete All Assets From The Tenant
One-click deletion of all assets and asset-related data is possible by agents with permission to edit the company. Note that this cannot be undone. This includes all active and inactive assets.
Navigate to Settings > Assets and scroll down to the section titled "Delete all assets". Click the "Delete" option and confirm. This action is taken immediately and cannot be reversed.