Organizing Assets In Categories

How to use categories to organize your assets in Plytix

Asset categories help keep all the assets in your Plytix account organized. You can create categories for internal use or for use in your brand portals. In this article, you will learn how to assign, replace, and remove asset categories. 
 
 

ℹ️  Before assigning assets to categories, you must have already created asset categories. For guidance, see the article, "Creating and managing asset categories".

 


How to assign, replace & remove asset categories in bulk

To assign more than one asset to categories in one go, head to the "All assets" page. bulk assign assets to categories

  1. Click on "Assets" in the top navigation menu.
  2. Select "All assets" from the dropdown. This will take you to the asset overview table.
  3. Select the assets you want to modify (this will make action options appear a the top of the table).
  4. Click the "Categories" button.


The window shown below will pop up.

 

edit asset categories

 

  1. select the action you want to complete: Add, replace, or remove categories.
  2. Select the categories you want to complete this action for.
  3. Press "Save".

 


How to assign or remove asset categories from the asset details page

Categories can also be assigned individually. To do this: 

  1. Click on the asset's name. This will take you to that asset's details page.
  2. Click on the "Categories" tab.
  3. Click on categories under "Available categories" to assign the asset to it or click on the "X" under "Selected categories" to remove an assigned category. 
  4. Click "Save changes". 


assigning categories to an asset

 


What's next? 

 

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