IT Teams Template - Asset Inventory

1 min read

Template — IT Asset Inventory

This template allows you to centralize, track, and analyze all IT equipment and assets of an organization in order to have a clear view of the fleet, costs, and associated risks.

What is this template for?


  • Centralize all IT assets (hardware, licenses, equipment)
  • Track critical assets and their status
  • Anticipate renewals (warranties, key dates)
  • Manage costs (licenses, maintenance)
  • Visualize key indicators for decision-making

What the template contains

The board is structured into several main sections:

An Inventory section

  • Global view of IT assets
  • Complete management of inventory (equipment, licenses, etc.)

A Suivi section for critical assets

  • Identification of sensitive assets
  • Specific Suivi of critical elements

A Metrics Section

  • License costs
  • Maintenance costs
  • License distribution
  • Equipment under warranty

A Suivi section for warranties and renewal

  • Renewal planning
  • Suivi of warranty end dates

Board structure

FieldTypePurposeExample / Format
Asset nameTextEquipment name

Ready-to-use views

Inventory (main view)

  • Complete view of all IT assets
  • Enables global management and updates

Suivi of critical assets

  • Filtered view of critical assets
  • Enables quick identification of risks

Indicators

  • Automated dashboards:
    • License costs
    • Maintenance costs
    • License distribution
    • Equipment under warranty
  • Useful for IT and financial management

Warranty and renewal Suivi

  • Planning-oriented view
  • Allows you to anticipate:
    • equipment renewal
    • warranty expiration

How to Get Started (in 10 minutes)

  1. Add your assets
    • 1 record per equipment or license
    • Fill in: name, type, user, status
  1. Complete key information
    • Dates (purchase, warranty)
    • Costs (licenses, maintenance)
    • Criticality
  1. Use the views
    • Track critical assets
    • Analyze costs
    • Anticipate renewals

💡 Best Practices

  • Update assets with each purchase or change
  • Regularly track warranty end dates
  • Use the criticality concept to prioritize
  • Leverage indicators to manage IT costs
  • Limit views to business use cases (IT, finance, ops)

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