Checklist: How flexible are your assets?

Struggling to keep documentation consistent across clients? Not sure if your flexible assets are delivering their full potential? This checklist will help you take control.

Inside, you’ll find a practical framework to:

  • Evaluate how you’re currently using flexible assets.
  • Identify static documents that should become structured, scalable flexible assets.
  • Design fields that scale across clients.
  • Develop better workflows and maintenance habits for flexible assets in IT Glue.
  • Automate asset creation and updates using scripts, APIs and integrations with tools like your RMM or PSA.

Whether you’re just getting started with flexible assets or ready to go deeper, this checklist gives your team a clear next step.

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