Navigating and Managing Assets in the Asset Library
Click any asset's name to open it directly. For specific asset types, additional options appear when you hover over the item row:
Presentations: Click Play to start the presentation.
Surveys: Click Open to access the survey interface.
Creating a New Asset
To create a new workspace, folder, or other asset:
Click the Create New button in the upper-right corner.
Select the type of asset you want to build from the dropdown menu.
Filtering by Asset Type
If your library is crowded, you can instantly isolate specific types of assets (like only showing dashboards or only showing presentations):
Click the Asset Type filter chip (or the asset button) at the top of the menu.
Select the specific asset types you want to display from the filter list.
Favoriting Your Assets
To quickly bookmark your most frequently used assets so you can jump right back into your work:
To favorite an asset: Open the Asset Library from the left-side navigation bar, hover over any item in the list, and click the Star icon next to its name.
To view your favorites: Open the Asset Library menu and click the Favorites tab or filter chip at the top of the panel to instantly isolate your starred items.
Note: You can also favorite an asset directly from its individual overview page by clicking the star next to the asset's title.
Managing Asset Options
While browsing items in your Asset Library, click the More Options menu (three dots) to the right of any asset to perform quick management tasks:
Edit workspace or folder details
Move it to another folder
View its change history
Manage access permissions
Copy the workspace or folder
Delete the asset or folder
