Create and manage asset libraries

10 min read

Who can use this

Available to:
Active Free, Plus and Business workspaces
Managed by:
Workspace owners, admins and managers
Used by:
Workspace members who create or edit plans
Best for:
Repeatable event, site and operational standards

Asset libraries help a workspace turn its real operating standards into a reusable planning palette. Save the footprints, colours, labels and locking rules your team relies on, then use the same approved setup across recurring events and multiple editors.

How asset libraries work

A focused workspace library brings approved assets, markers, zones and lines together in one reusable palette.

An asset library is a reusable palette of approved assets, markers, zones and lines. Every plan level uses one library, so planners start from the right footprints and styles instead of rebuilding them for each event.

Create a workspace library

Start with a clear purpose so the library stays useful as more standards are added.

  1. Open Asset libraries

    Switch to the workspace that should own the standards, then choose Asset libraries in the workspace sidebar.

    Open Asset libraries to find Core Assets and the active libraries owned by this workspace.
  2. Name the library

    Choose Create library, enter a name that describes the workflow or event type, then choose Create library again.

    Name the library for the event type, team or operating standard it supports.
  3. Open the new library

    Select the library from the list. A new library starts empty and ready for the items your team actually uses.

Choose the right item type

Use the type that matches how the item behaves on the plan.

TypeUse it forExamples
AssetA physical footprint with real dimensionsStall, toilet, barrier or stage
MarkerA point with operational meaningFirst aid, entrance or meeting point
ZoneAn area or operating boundaryTrading area, exclusion zone or parking area
LineA route, edge or linear instructionDelivery route, queue line or site boundary

Add approved library items

Build a focused set for the workflow rather than copying every item from Core Assets.

  1. Open the matching add flow

    Open the library and choose Add asset, Add marker, Add zone or Add line for the standard you want to create.

  2. Select a starting visual

    Search the available visuals and choose the one that best represents the real item or operational meaning.

  3. Set the approved defaults

    Give the item a clear name, then set the supported size, colours, label and numbering options. Turn off any lock that planners should be allowed to change.

    Set useful defaults first, then lock only the properties that must stay consistent.
  4. Save the item

    Choose Create asset or the equivalent action for the item type. It is now available wherever this library is assigned.

Set defaults and locks deliberately

Custom items start with supported locks enabled. Keep a lock only when variation would break the team standard.

SettingLock whenLeave flexible when
SizeThe real footprint is standardThe same visual represents several sizes
Colour or styleColour carries branding or operational meaningPlanners use colour to distinguish temporary groups
LabelThe approved wording or label layout must remainEach placement needs a local description
NumberingThe item must follow one agreed sequenceNumbering is not used for this item

Use a library in a plan

Select the library before placing items on a level.

  1. Create a plan or add a level

    Start a new plan, or add another level to a plan that needs a different set of standards.

  2. Choose the asset library

    Select Core Assets or an active custom workspace library. The first level uses the choice made when the plan is created; later levels use the choice made when each level is added.

    Choose the library that should supply new items for the first level of the plan.
  3. Place approved items

    Open the level in the planner and place items from its library. Locked properties keep the workspace standard; unlocked properties can be adjusted for the plan.

Maintain a workspace library

Update the source library when a real standard changes, and preserve older plan content when a standard is retired.

  • Edit an item when its approved visual style or future placement defaults change. Existing placements that still inherit the library style update visually, while their saved size, position, labels and numbering stay unchanged.
  • Duplicate an item or library when the new standard should exist alongside the original rather than replacing it.
  • Archive an item or library when it should not be used for new work. Existing plans keep resolving and displaying what was already placed.

Frequently asked questions

Workspace owners, admins and managers can create and maintain custom libraries. Editors can use the library assigned to a plan level, but cannot manage libraries in workspace settings.