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Edit an Asset

After creating an asset, you may need to update its information—correcting details, adding documentation, or changing assignments. This guide shows how to edit assets in Zeltask.

Before You Start​

  • You need appropriate permissions to edit assets
  • Some fields may be restricted based on your role

Steps​

Step 1: Find the asset​

  1. Click Assets in the left sidebar
  2. Use search or filters to locate the asset
  3. Click on the asset card to open its detail view

[Screenshot: Assets list with an asset card highlighted]

Step 2: Open edit mode​

  1. In the asset detail view, click Edit
  2. The asset form opens with current values populated

[Screenshot: Asset detail view with Edit button highlighted]

Step 3: Update the fields​

Modify any fields that need to change:

  • Name or description
  • Manufacturer, model, or year
  • Location
  • Asset type
  • Assigned team
  • Linked vendors or inventory
  • Documentation and media

[Screenshot: Edit asset form with modified fields]

Step 4: Save your changes​

  1. Review the updated information
  2. Click Submit to save

[Screenshot: Edit form with Submit button highlighted]

Common Editing Scenarios​

Updating location​

If equipment has been moved:

  1. Open the asset for editing
  2. Click the Location dropdown
  3. Select the new location
  4. Submit the changes

[GIF: Click Location dropdown and select a different location]

Adding documentation​

If you have new manuals or documents:

  1. Open the asset for editing
  2. Scroll to the Media section
  3. Click Add Media and upload files
  4. Submit the changes

Reassigning to a different team​

If maintenance responsibility changes:

  1. Open the asset for editing
  2. Click the Assign Team dropdown
  3. Select the new team
  4. Submit the changes

Updating manufacturer information​

If details were incomplete or incorrect:

  1. Open the asset for editing
  2. Update Manufacturer, Model, or Year fields
  3. Submit the changes

What You Cannot Edit​

Some aspects may be restricted:

RestrictionReason
Asset creation dateSystem-managed field
Activity historyAutomatically recorded
Linked actions historyPreserved for traceability

Editing vs. Using Comments​

  • Editing changes the asset's core information
  • Comments add notes without changing the record

Use comments for observations, temporary notes, or communication. Use editing for permanent changes to asset data.

Tips​

  • Add a comment explaining significant changes for future reference
  • Update the asset photo if the equipment's appearance has changed
  • Keep documentation current by replacing outdated manuals
  • Review the activity history before making changes to understand the asset's context