Within the Assets tab, you are able to:

  • Filter your Assets

  • Export your Assets

  • Customize your View

  • Update Existing Assets in bulk

  • Create Custom Fields!

How to Filter your Assets

On the top left-hand side of your Assets page, there are two options:

  • All filters

  • Location

Click on "All Filters" to open up a drop-down menu and access the different filtering options so you can sort into your view the Assets you are looking for. This is super helpful if you have a lot of assets entered into your system.

Click on "Location" as a quick way to filter your assets by the location they're assigned to.

Click on the X in each filter selected to clear any selected filters and start fresh.

How to Export your Assets

If you don't filter your assets first, the export will include all of your assets.

TIP: Or if you filter your assets first, you can export only the assets that have been sorted into your view on that asset table! EX. if you have 15 assets on the table after filtering, when you export, the file will only include those 15.

NOTE: Exports are limited to a maximum of 1000 at a time, so you can select the range of assets that you’ll be exporting!

How to Customize your Assets Table

You can customize the table view to show you the fields most relevant to you or rearrange the columns to find the information quicker.

TIP: Columns can be rearranged in the order you'd like to see them in. Or you can hide certain columns that are not relevant! This includes columns for custom fields (check out the link below)!

How to Create, Edit, and Remove Custom Asset Fields

Best Practices

  • We recommend a standard naming convention that will allow you to quickly search and identify what asset you are looking for.

Here is a graphic on the hierarchy of UpKeep.

Image 12-8-2021 at 11.27 AM

Here is an example of a clear naming convention for similar locations, so they can be quickly identified. If you have similar assets, this would be recommended.


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