How to Create Asset Templates

With our Assets in UpKeep, we have the ability to add “Custom Data” fields to our Assets. Custom Data are fields that you can assign to your asset to keep track of additional information or properties. If you will be adding these additional properties to multiple Assets, you have the ability to create an Asset Template that we can quickly insert into the Asset!


How to Create an Asset Template

  1. Go to your Assets section
  2. Click on the 3 Vertical Option Dots
  3. Select Manage Template
  4. Enter in Template Name
  5. Select + Add Property to add Fields
  6. Click Save


​​​How to Add Template to Asset​

  1. Select Asset section
  2. Select + Asset
  3. Enter in Asset Information
  4. Select + Template
  5. Save Asset​​