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Asset Optics Integration

Asset Atlas can optionally integrate with Asset Optics to display task and checklist information directly on your dependency graph.

Overview

When integrated, Asset Atlas shows:

  • Task counts on asset nodes
  • Checklist progress indicators
  • Sync status badges
  • Quick actions to add comments/checklists from the graph

Requirements

  • Asset Optics plugin must be installed and configured
  • Valid project synced with Asset Optics backend
  • Integration enabled in Asset Atlas settings

Enabling Integration

Step 1: Install Asset Optics

If not already installed, get Asset Optics from Fab.

Step 2: Configure Asset Optics

  1. Open Asset Optics
  2. Login and sync your project
  3. Note your Project ID from Asset Optics settings

Step 3: Enable in Asset Atlas

  1. Open Project Settings > Plugins > Asset Atlas
  2. Find Asset Optics Integration section
  3. Check Enable Asset Optics Integration
  4. Enter your Project ID
  5. (Optional) Configure the backend URL if self-hosted

Settings

Setting Description
Enable Integration Master toggle for the integration
Project ID Your Asset Optics project identifier
Backend URL API endpoint (leave blank for default)
Show Task Counts Display task badges on nodes
Show Checklist Progress Display checklist indicators
Show Sync Status Display sync badges

Using the Integration

Node Overlays

When integration is active, asset nodes display:

Overlay Meaning
Task badge Number of tasks assigned to this asset
Checklist icon Asset has checklists attached
Green sync badge Asset is synced with Asset Optics

Context Menu Actions

Right-click any asset for Asset Optics actions:

  • Open in Asset Optics - Jump to asset in Asset Optics panel
  • Add Comment to Asset - Create a new comment
  • Add Checklist to Asset - Create a new checklist
  • Add Comment to All Dependencies - Bulk comment on dependencies
  • Add Checklist to All References - Bulk checklist on referencers

Opening Assets

Click Open in Asset Optics to:

  1. Open the Asset Optics panel
  2. Navigate to the selected asset
  3. View its tasks, comments, and checklists

Data Flow

Asset Atlas                    Asset Optics
     │                              │
     │ ──── GET /assets ──────────► │
     │ ◄──── Asset Data ─────────── │
     │                              │
     │ ──── Open Asset ──────────► │
     │       (Deep Link)            │

What's Fetched

Asset Atlas fetches:

  • Task counts per asset
  • Checklist completion status
  • Sync status flags
  • Milestone assignments

What's NOT Fetched

For privacy, Asset Atlas does not fetch:

  • Task content/descriptions
  • Comment text
  • User information
  • Full project data

Without Asset Optics

If Asset Optics is not installed or integration is disabled:

  • The integration settings section shows as disabled
  • Context menu Asset Optics options are hidden
  • No network requests are made
  • Asset Atlas works fully offline

Upsell Banner

If Asset Optics is not detected, the dashboard shows a banner:

"Power up your workflow with Asset Optics (AI-powered insights)..."

Click × to dismiss. If both Asset Optics and Asset Scaffolding are installed, the banner shows "Ecosystem Complete" with checkmarks.

Troubleshooting

Integration Not Working

  1. Verify Asset Optics plugin is enabled
  2. Check Project ID is correct
  3. Ensure backend URL is correct (or blank for default)
  4. Test Asset Optics standalone first

No Task Data

  1. Verify your project is synced in Asset Optics
  2. Check assets have been added to Asset Optics
  3. Refresh Asset Atlas (click refresh button)

Connection Errors

  • Check internet connectivity
  • Verify backend URL if self-hosted
  • Check Asset Optics subscription status

Configuration Asset Optics Docs