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HaloPSA Guides

Documentation to assist with the setup and configuration of the HaloPSA platform

Guides > Asset Template Creation

Asset Template Creation


In this guide we will cover:

- What is an asset template?

- How to create and use an asset template



What is an asset template?

Asset templates can be used as a base when creating new assets. Information about the asset can be saved to an asset template, then when creating a new asset the template can be applied rather than having to populate all the asset fields manually. Beneficial when you are creating lots of assets with similar properties as this makes the asset creation process much faster. 


How to create and use an asset template

The following scribe goes through the process of creating an asset template and applying it to an asset. For more information on the settings displayed when creating asset templates, check out this guide: Asset Template Settings



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