Assets Navigator allows you to visualize, track and manage statuses of assets collections or catalogues using an adaptable and familiar spreadsheet-like view. The Navigator can be structured with custom folders and filters, allowing the creation of a hierarchy with up to 4 tiers.
The following guide will walk you through the basics of working with the Navigator and help you create your first asset hierarchies.
add a screenshot of the navigator
Access
Any user can access and use the Asset Navigator.
The Navigator is accessible through a ‘Assets’ tab in the top navigation. After opening the tab select ‘Search for assets’.
First steps
The first time you open the Navigator, you’ll see several options to kick off your acquaintance with the feature:
Creating a sample project from a collection of templates (see more Asset Project Templates).
Add an existing Jira project.
Users can see added projects in the Navigator as long as they have browsing permissions for the particular project.
Sidebar
Once a project is added it will appear in the sidebar.
Each project is added as a root folder that contains other sub-levels.
When the project is first added, it contains only one default sub-level - issue type. The issue types listed are the same as those in the project's issue type scheme.
⭐ Assets can also be uploaded via CSV. The import is supported via Jira’s default tool, ‘External Import System’, which is quickly accessible via a (…) menu in Assets Navigator.
Assets List
The list of assets occupies the largest part of the Navigator page. This is the most interactive part of the Navigator, where users search, filter and edit the issues/assets.
The list displays issues based on the levels selected, i.g. clicked on in the sidebar. For example, we see an added ‘CMDB’ project in the screenshot below. This project has several issue/asset types, i.e. Monitor, Notebook, etc. By clicking on the ‘Monitor’ issue type in the Sidebar, the user will see the list of all issues of this type within the 'CMDB project.
The Assets List shows issues as a table. Each row represents an individual issue. Each column represents a custom field, i.g. attribute. Columns can be added or removed from the table view. To customize the list of columns displayed, click on the configuration icon in the top right corner of the table:
Search
Assets Navigator provides an option to quickly search through your selected levels. Users can find a search bar in the top navigation panel. The search bar can be used for search by text or by JQL queries.
By default, the search bar is set to text search. To switch to JQL, simply click on the ABC button.
