How to add a note, task, or document to a specific asset?

This article explains how to add a note, task, or document to a specific asset.

If you wish to add a note, task, or document on a specific asset,

1. Go to the Assets app from the left panel of the application.

2. In the Assets tab click on the ASSET NUMBER or ASSIGNEE to open the Asset Details panel.

3. On the right side of the panel there is a section to review and add Tasks, Notes, and Documents. 

4. Depending on what you wish to add, open that tab.

5. Click on the '+' icon on the top of the grid. Add tab opens.

6. Fill in the information as required and click "Save".