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Add Your First Asset

Register your equipment in Zeltask to track maintenance history, schedule preventive work, and build a complete record of each asset's lifecycle.

Before You Start

  • You need Admin or Manager permissions to create assets
  • Have basic equipment information ready (name, manufacturer, model)
  • Optionally, create locations first so you can assign assets to them

Steps

Step 1: Open the Assets module

  1. Click Assets in the left sidebar
  2. The asset list loads, showing any existing assets
Sidebar with Assets menu item highlighted

Step 2: Create a new asset

  1. Click + Create Asset in the top-right corner
  2. The asset creation form opens
Assets list with Create Asset button highlighted

Step 3: Add asset photos

  1. Click Upload Images at the top of the form
  2. Select one or more photos of the equipment
  3. Photos help identify the asset and document its condition
Asset form showing the Upload Images area with a sample photo

Step 4: Enter asset information

Complete the following fields:

FieldDescriptionExample
Asset NameA unique, identifiable name"Mixer M-001"
DescriptionDetails about the asset (up to 1,000 characters)"Industrial mixer for production line A"
ManufacturerCompany that built the equipment"Hamilton Industries"
ModelModel number or designation"HM-5000"
YearManufacturing or installation year"2021"
LocationWhere the asset is installed"Production Floor A"
Asset TypeCategory for grouping"Production Machinery"
Create Asset form with Name, Manufacturer, Model, and Location fields completed

Step 5: Add additional details (optional)

FieldPurpose
MediaAttach manuals, invoices, or warranty documents
Assign TeamLink the responsible maintenance team
VendorsAdd contractors for service or warranty
InventoriesConnect spare parts commonly used for this asset
Click the Assign Team dropdown and select a maintenance team

Step 6: Save the asset

  1. Review all information
  2. Click Save
Asset card showing the newly created asset with photo and key details

The asset is now registered and ready for work orders, inspections, and tracking.

Exploring the Asset Detail View

Click any asset card to open its Detail View. This is where you'll find:

Overview Tab

All registered information: photos, specs, documents, and linked teams.

Comments Tab

Leave notes, observations, or updates about the asset. Click Follow this conversation to receive notifications when new comments are added.

Activities Tab

View the complete history of actions, inspections, and status changes.

Status History

A visual timeline showing when the asset was online, offline (planned or unplanned), and when maintenance occurred.

Asset detail view showing the Status History timeline

Using QR Codes

Each asset gets a QR code you can print and attach to the physical equipment. When scanned, it opens a quick-action menu:

  • View asset details
  • Create an action for this asset
  • Report an issue
QR code quick-action menu for an asset

Tips

  • Use consistent naming conventions (e.g., "Type-Location-Number": "Mixer-A1-001")
  • Upload the equipment manual as a media file for easy technician access
  • Link spare parts from inventory so technicians know which parts to use
  • Add the installation year to track asset age and plan replacements