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Assets Docs

Keep inventory and documentation on your assets in one place to help with tracking and troubleshooting.

Disable or re-enable an asset

Take an asset out of active use without deleting it.

  1. Open the asset and click Disable Asset at the top-right.
  2. Disabled assets move to the Disabled tab on the Assets page — switch to that tab to view or re-enable them.

To remove an asset entirely instead, use the Other tab's Delete Asset option (see How to delete assets).

Edit an asset's details

Update the information stored on an asset record.

  1. Open Assets and click the asset.
  2. On the Details tab, edit the Asset name, Asset Type, Mfgr, Model, and Serial Number / Activation Key.
  3. Set the Warranty End date (use Clear to remove it), and record specs such as Memory and Processor.

Setting a warranty end date enables warranty-expiration alerts — see How to get alerts when asset warranties end.

How many assets can I have?

There is no limit on the number of assets you can have.

Billing is based on the number of agents. Super users can change it at any time under Billing.

How to create a new asset

Using the left navigation menu, expand Assets then click New Asset.

You can also add assets by clicking the '+' on the top nav, and selecting 'Asset'.

If you do not have this option, a super user may need to assign you this permission.

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 do not want to lose all of its data, disable the asset instead.

Disable An Asset

Navigate to Assets > Assets and click the asset you want to disable. At the top of the asset panel, click Disable Asset. If you do not see this option, you may not have permission to manage assets.

Delete An Asset

Open the asset, go to the Other tab, and under Additional Options click Delete Asset.

Delete All Assets From The Workspace

One-click deletion of all assets and asset-related data is possible by agents with permission to manage the workspace. Note that this cannot be undone. This includes all active and disabled assets.

Navigate to Settings > Assets and scroll down to Purge all assets. Click it and confirm. This action is taken immediately and cannot be reversed.

How to get alerts when asset warranties ends

In order to get alerts when the warranty on your assets ends, you need to enable warranty alerts.

Navigate to Settings > Assets and enable Notify When Warranties End. You will get alerts whenever the warranty on one of your assets expires, for any asset with warranty dates provided.

Be sure to add warranty end dates to your assets, or alerts will not be sent.

How to sync with LogMeIn Central

If you're a LogMeIn Central customer, Vertask can import your assets so you can link them to tasks and documentation. Once set up, the sync runs manually or automatically every 3 hours.

Configure the sync

  1. Go to Settings > Integrations & Add-ons > LogMeIn Central.
  2. Click Edit Configurations and enter your LogMeIn Central company ID and API key.
  3. Set Status to Enabled.
  4. Under Sync Frequency, choose Manually Only or Auto, every 3 hours.

Use the Actions section on the same page to run a sync right away.

You must have permission to edit the company settings to configure this integration.

Import and export assets

  1. Expand Assets in the left nav and click Assets.
  2. Click the ⋯ menu at the top right of the page.
  3. Choose Export Assets to download your inventory, or Import Assets to upload a file of new assets.

The same menu links to Asset Groups, Asset Types, Lost & Found, Reports, Azure/Entra Sync, LogMeIn Sync, and asset Settings. To sync assets automatically instead, see Sync Clients From Your Microsoft Azure Portal or How to sync with LogMeIn Central.

Link an asset to clients, sites, tags, and groups

Associate an asset with the people, places, and categories it belongs to.

  1. Open the asset and select the Linked tab.
  2. Choose a sub-tab — Clients, Sites, Tags, or Groups.
  3. Click Add to assign the asset, or use History to review past assignments.

Linking an asset to a client or site makes it easy to see which equipment belongs where.

Manage asset types and manufacturers

Asset types (for example, Laptop, Printer, Software) and manufacturers are the lists you pick from on each asset.

Asset types

  1. Go to Settings > Asset Types (or use the ⋯ menu on the Assets page > Asset Types).
  2. Click New to add a type with a description and photo.
  3. Click Merge to combine duplicate types.

Manufacturers

  1. Go to Settings > Manufacturers.
  2. Click New to add a manufacturer and logo.
  3. Click Merge to combine duplicates.

Organize assets with Asset Groups

Asset Groups let you group related assets — for example by room, department, or equipment kit — so you can manage and find them together.

Navigate to Assets > Asset Groups and click New.

Give the group a description, and optionally link it to a site/location and an audience.

Open a group to manage its Details, the Assets in the group, and Permissions for who can see and manage it.

Run asset reports

Expand Assets in the left nav and click Reports. Open a report to view it or download it.

  • Inventory: All Assets, Assets by Type, Assets by Site.
  • Warranty & Lifecycle: Expiring Soon (30/60/90 days), Expired Warranties, Asset Age / Lifecycle.
  • Assignment & Groups: Unassigned Assets, Assets by Client, Assets by Group.
  • Activity & History: Recently Added, Task History by Asset, Ownership Changes.
  • Microsoft Intune: Intune Compliance & Health (compliance, encryption, Defender, patch level, last check-in). Requires the Azure/Entra device sync.

Track assets with Lost & Found

Lost & Found gives you a dedicated place to record and track assets that are lost, misplaced, or found.

Navigate to Assets > Lost & Found to view entries, or click New to add one.

Click an entry to see its details (type, manufacturer, model, serial number, warranty), linked records, and other options — including creating a task for the asset.

This keeps missing equipment visible and trackable without cluttering your active asset inventory.