IT & TechnologyStandard plan and above

IT Asset Inventory template

Hardware and software with asset tags, purchase cost, warranty and renewal dates on a timeline, and alerts when cover runs out.

IT managers and office managers who own the estate.

  • 5 views
  • 9 fields
  • 4 groups
  • 12 sample tasks
  • 1 milestone
  • 5 dashboard widgets
  • 4 workflow statuses
  • 1 automation

Assets · Table view · opens first

What's included

Every asset carries a tag, a serial number, a purchase cost, a warranty state and a vendor link. Purchase date and warranty expiry are the asset’s timeline, so the Warranty timeline view shows exactly when cover runs out, expired items surface as overdue, and the built-in alert reaches the owner. Software licences sit alongside hardware with renewal dates on the calendar. The dashboard shows the estate by category and what is due.

Views

  • Assets (Table)
  • Warranty timeline (Gantt)
  • Renewals (Calendar)
  • By status (Board)
  • Dashboard

Task fields

  • Status
  • Timeline
  • Owner
  • Asset tagcustom
  • Serial numbercustom
  • Purchase costcustom
  • Warrantycustom
  • Vendorcustom
  • Assigned tocustom

Groups

  • Laptops
  • Monitors & Peripherals
  • Software Licences
  • Network & Servers

Dashboard

  • KPIs
  • Group progress
  • Tasks by status
  • Overdue tasks
  • Upcoming milestones

Automation

  • Notify when a task becomes overdue
Workflow

4 statuses that match the work

Statuses are the board's columns and the filters everywhere else. The one marked complete counts a task as done; edit the list any time.

  1. In service
  2. Renewal due
  3. In repair
  4. Retired
Dashboard

Dashboard: 5 widgets chosen for this work

Not the same dashboard for every template. This one opens with:

  • KPIs
  • Group progress
  • Tasks by status
  • Overdue tasks
  • Upcoming milestones

Use the IT Asset Inventory template

Create your account and this template is already selected on the Create project page. Pick a start date, name the project, and the 5 views are ready. Available on Standard and above.