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.


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


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


5. Click Save.

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





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