This course covers basic navigation through the system including how to log in, navigating around the menus, filtering, sorting, and quicklinks. The course is suitable for all new users of the main AgileAssets web suite regardless of which specific module you are using.


After taking this course a trainee should be able to:

  • Log on to the System
  • Choose a Module
  • Display a Window
  • Locate Records within a Window
  • Select What Data is Displayed by Filtering
  • Bookmark a Specific Location
  • Show Assets on Map
  • Add Layers to a Map
  • Zoom and Pan within a Map
  • Attach a File to a Record
  • Manage Attachments for a Record
  • Export Data in Various Formats
  • Find Help and Documentation


  • Project Team Members involved in an AgileAssets implementation
  • New users who have not had previous experience with the AgileAssets web suite


Recommended: Introduction to AgileAssets Video Lesson

Course Time

65 minutes

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