Your first hour with Assets: a practical checklist

Short on time? This checklist takes you through the features that matter most, in the order that makes sense. Use a handful of your own files so that you see Assets with real content.

Minutes 0 to 10: get oriented

1. Log in and open the Folder browser, the Filter and the Metadata panel.
2. Right-click a file and look at the actions on offer.

Minutes 10 to 20: add your files

3. Create a test folder or pick the folder you were assigned.
4. Upload 10 to 20 files by dragging them onto the folder.
5. Wait for the previews to appear. Assets creates thumbnails and previews for common file types.

Minutes 20 to 35: find and describe files

6. Search for a word that appears in a file name.
7. Open the Filter and narrow the results by file type.
8. Select a file and add a description and a few tags in the Metadata panel.
9. Search for one of the tags you just added.
10. Save your search as a Bookmark.

Minutes 35 to 50: organize and review

11. Preview a file in full screen with the Spacebar.
12. Select four files and compare them side by side in the filmstrip view.
13. Pin a new Collection and add some files to it.

Minutes 50 to 60: share

14. Select the Collection and create a Shared Link with an expiry date.
15. Open the link in a private browser window to see what a recipient sees.