WHAT CAN I DO HERE?

In your LightArrow app, an asset is a resource with monetary value that an individual or business owns or controls, or leases. With assets, you can manage the manufacturer, model, SKU, serial number, or VIN#. In addition, you can manage the seller, purchase information (date, cost and current value), location and context tags.

NOTE: This help page applies to both LifeTopix (and other classic LightArrow apps) as well as to LightArrow Organizer for iOS and Mac. So, the screenshots and directions may vary slightly based on the app you’re using.

NOTE: Some of these Asset topic views are directly accessible from the new dashboard view.

RELATED ANSWERS:

An Asset in LightArrow apps is a very rich topic object with many data items in it. This picture gives you an idea of what all it addresses:

Asset-Conceptual

ASSETS VIEW

In the Assets view, a list of all the assets that you created are listed, and you’re able to create, modify, and edit assets. This includes all appliances, computer equipment, electronics, investments, or any other asset you wish to manage.

GROUPING ASSETS IN THE ASSETS VIEW

You can view all your assets in the Assets view by tapping the Assets tile in the Assets topic. When you’re viewing a list of assets in the Assets view, you can view the list in different ways. You can show all assets; view assets by category or purchase date; view assets by context tag; or view assets by the last updated date. Additionally, you can create an asset that already reflects the category or context tag that you’ve expanded in this view by tapping a category and then tapping Tap to add a New Asset below it.

To group assets:

  1. In the Assets view tap the selector at the top-left of the view.
  2. Select UngroupedCategory, Purchase Date, Context Tags, or Last Updated. The app remembers the previous selection.

NEW ASSET VIEW / ASSET VIEW

You can add, modify, and delete assets. You can also create categories for assets directly from these views.

How to create a new asset:

  1. If you’re creating a asset from the assets view, tap Tap to add a New asset.
  2. Type a name for the asset and add an optional comment describing the asset.
  3. Optionally, add a comment that further describes the asset.
  4. Tap the Seller tile to select or add the seller of the asset, then tap Save.
  5. Tap the Purchase Info tile and add a Purchased Date, Cost, and Current Value, and then tap Set.
  6. Tap the Asset Details tile and add ManufacturerModel, SKU, and Serial#/VIN, and then tap Set.
  7. Optionally add context tags to the asset by tapping the Context Tags tile (select an existing tag or create a new one by tapping New.)
  8. Select or add a category by tapping the Categories tile.
  9. Optionally, add more data by tapping Create and Add More Data. This allows you to associate a location.
  10. To add a location for the asset, tap Location and select one of the options.
  11. Tap Save.

MODIFYING ASSETS

How to modify an asset:

  1. Tap the Assets tile in the Assets topic.
  2. Tap the asset you wish to modify and then tap Open.
  3. Modify the items as directed.
  4. Tap Save.

DELETING ASSETS

How to delete an asset:

  1. Tap the Assets tile in the Assets topic.
  2. Tap the asset you wish to delete to expand the row, and then tap Delete.

ADDING SUB-CATEGORIES FOR ASSETS

You can add subcategories for assets directly from Manage Categories or you can add subcategories while you’re in the process of adding assets as described below.

How to add a subcategory for an asset:

  1. In the Assets view, tap the asset you wish to add a category for, and then tap Open.
  2. Tap the Categories tile.
  3. Tap the plus sign to create a sub-category under any category you’ve chosen.
  4. Tap Tap to set name and then type a name for the sub-category.
  5. Optionally add a comment.
  6. If you want to hide the category, change the switch to Yes. When a sub-category is hidden, it no longer appears in the Categories tile, but it remains defined, and is still available in the category list.
  7. Tap Save.

ASSOCIATING ITEMS WITH ASSETS AND SERVICES

The Assets topic helps you to be more productive by allowing you to associate tasks, appointments, reminders, notes, checklists, files, bookmarks, expenses, services, audio, photos, videos, and drawings to assets. For example, if you’ve added an asset that represents an Automobile, you might set up services with the company you use for auto repair/service and you’ll to be able to easily see all services associated with the automobile in one place. By associating services with the automobile, you have a central location to all repairs for that vehicle.

Refer to Services to learn more about associating items with Services.

How to associate a task with an asset:

You can associate an asset with a task or a task with an asset.

Note: Anywhere you find a task in the app, you can open it, tap its Associated Topic tile, and select an asset that you want to associate it with.

  1. Locate an asset by tapping the Assets tile in the Assets topic.
  2. Tap the asset and then tap Open.
  3. Tap the plus sign at the bottom of the view and select Create New or Choose Existing from the menu.
  4. If you’re choosing an existing task, tap Task and select the task you want to add by tapping it.
  5. If you’re adding a new task, tap Task and add a name and due date, and then tap Full Details to add more information.
  6. Complete the information for the task and tap Save.

How to associate an appointment with an asset:

Creating an appointment is a common function that can be created in many areas of your app. If you wish to add an appointment directly to a an Asset, follow the procedure below.

  1. Locate an asset by tapping the Assets tile in the Assets topic.
  2. Tap the asset and then tap Open.
  3. Tap the plus sign at the bottom of the view and select Create New or Choose Existing from the menu.
  4. If you’re choosing an existing appointment, tap Appointment and select the appointment you want to add by tapping it.
  5. If you’re adding a new appointment, tap Appointment and add a name and start date.
  6. Tap Full Details if you wish to add status, an optional comment, full dates, context tags, and to choose the iOS calendar to be associated with the appointment.
  7. Tap the tiles for the details you wish to add and complete the necessary fields.
  8. Complete the information for the appointment and tap Save.

How to associate a note with an asset:

You can create a note in the Notes + Files, Lists topic and associate it with an asset (or) you can associate a note to an asset directly from the Assets topic. For detailed information about notes, refer to the Notes + Files, Lists help.

  1. Locate an asset by tapping the Assets tile in the Assets topic.
  2. Tap the asset and then tap Open.
  3. Tap the plus sign at the bottom of the view and select Create New or Choose Existing from the menu.
  4. If you’re choosing an existing note, tap Note and select the note you want to add by tapping it.
  5. If you’re adding a new note, tap Note and add a name and due date, and then tap Full Details to add more information.
  6. Complete the information for the note and tap Save.

How to associate a reminder with an asset:

Creating a reminder is a common function that can be created in many areas of your app. If you wish to add a reminder directly to an asset, follow the procedure below.

  1. Locate an asset by tapping the Assets tile in the Assets topic.
  2. Tap the asset and then tap Open.
  3. Tap the plus sign at the bottom of the view and select Create New or Choose Existing from the menu.
  4. If you’re choosing an existing reminder, tap Reminder and select the reminder you want to add by tapping it.
  5. If you’re adding a new reminder, tap Reminder and add a name and due date/time.
  6. If you wish to add context tags and select a calendar for an iOS notification, tap the associated tiles.
  7. Tap Save.

How to associate a checklist with an asset:

You can create a checklist in the Notes + Files, Lists topic and associate it with an asset in the Assets topic (or) you can associate a checklist to a task directly from the Notes + Files, List topic. For detailed information about checklists, refer to the Notes +Files, Lists help.

  1. Locate an asset by tapping the Assets tile in the Assets topic.
  2. Tap the asset and then tap Open.
  3. Tap the plus sign at the bottom of the view and select Create New or Choose Existing from the menu.
  4. If you’re choosing an existing checklist, tap Checklist and select the checklist you want to add by tapping it.
  5. If you’re adding a new checklist, tap Checklist and add a name and due date. Optionally add a comment.
  6. Tap Tap to add Checklist item and add items to the checklist tapping Save as you create each one.
  7. Complete the information for the checklist and tap Save.

How to associate a file reference with an asset:

You can create a file reference in the Notes + Files, Lists topic to your local and online files and associate it with an asset (or) you can associate a file reference to an asset directly in the Assets topic. Files can be local or stored online. For detailed information about creating file references, refer to the Notes +Files, Lists help.

  1. Locate an asset by tapping the Assets tile in the Home + Assets topic.
  2. Tap the asset and then tap Open.
  3. Tap the plus sign at the bottom of the view and select Create New or Choose Existing from the menu.
  4. If you’re choosing an existing file reference, tap File and select the file reference you want to add by tapping it.
  5. If you’re adding a new file reference, tap File and select a folder and file.
  6. If you don’t see the file service you wish to use, you can set it up directly from the resulting menu by tapping New and completing the options for the file service.

How to associate a bookmark with an asset:

You can create a bookmark in the Bookmarks + Lockers topic and associate it with an item in the Home + Assets topic (or) you can associate a bookmark to a Assets topic directly from the Assets topic. For detailed information about creating bookmarks, refer to the Bookmarks + Lockers help.

  1. Locate an asset by tapping the Assets tile in the Assets topic.
  2. Tap the asset and then tap Open.
  3. Tap the plus sign at the bottom of the view and select Create New or Choose Existing from the menu.
  4. If you’re choosing an existing bookmark, tap Bookmark and select the bookmark you want to add by tapping it.
  5. If you’re adding a new bookmark, tap Bookmark and type a URL for a bookmark or search for a bookmark and select it.

How to associate an expense with an asset:

You can create an expense in the Finances topic and associate it with an asset (or) you can associate an expense to an asset directly from the Assets topic. For detailed information about expenses, refer to the Finances help.

  1. Locate an asset by tapping the Assets tile in the Assets topic.
  2. Tap the asset and then tap Open.
  3. Tap the plus sign at the bottom of the view and select Create New or Choose Existing from the menu.
  4. If you’re choosing an existing expense, tap Expense and select the expense you want to add by tapping it.
  5. If you’re adding a new expense, tap Expense and add a name, amount, and due date/time.
  6. Add other optional information.
  7. Tap Save.

How to associate a service with an asset:

You can create a service in the People + Services topic and later associate it with an asset in the Assets topic (or) you can add a service directly in the Assets topic. For detailed information about services, refer to the People + Services help.

  1. Locate an asset by tapping the Assets tile in the Assets topic.
  2. Tap the asset and then tap Open.
  3. Tap the plus sign at the bottom of the view and select Create New or Choose Existing from the menu.
  4. If you’re choosing an existing service item, tap Service and select the service you want to add by tapping it.
  5. If you’re adding a new service, tap Service and add the necessary information for the service.
  6. Add other optional information.
  7. Tap Save.

How to associate photos, audio, drawings, or video with an asset:

You can create photos, audio, or video within the Media topic (or in some cases directly with your device) and associate them with an item in Education (or) you can associate a media item with an asset directly from the Assets topic. For detailed information about creating media items, refer to the Media help.

  1. Locate an asset by tapping the Assets tile in the Assets topic.
  2. Tap the asset and then tap Open.
  3. Tap the plus sign at the bottom of the view and select Create New or Choose Existing from the menu.
  4. If you’re choosing an existing media item, tap AudioPhotoVideo, or Drawing and select the file you want to add.
  5. If you’re adding a new media item, tap AudioPhotoVideo, or Drawing and complete the necessary actions.
  6. Save the item.