Add assets to the Organization Sidebar

If you do not see an asset in the sidebar, you can add it using the steps below.

Note: only users with administrator role can customize the sidebar.

To Add An Asset 

1. Under Account Defaults, select Customize Sidebar.

Screen_Shot_2018-06-18_at_1.15.59_PM.png

2. Under Available Assets and Configurations, select the asset you want to add to the sidebar. In this example we are adding Checklists.

Screen_Shot_2018-06-18_at_2.00.25_PM.png

4. Drag the asset over to Sidebar Sections. You can place it anywhere it the list.

Screen_Shot_2018-06-18_at_2.00.56_PM.png

5. Click Save.

6. The asset will now be available on the sidebar.

Screen_Shot_2018-06-18_at_2.01.19_PM.png

 

 

 

Was this article helpful?
10 out of 10 found this helpful
Have more questions? Contact us