Introduction
This article describes how to manage your Desktops in the TeamDynamix TDNext application.
Estimated Time to Complete
Reviewing this guide will take no more than 5 minutes
Vocabulary
| Term |
Definition |
| Desktop |
User configurable display area that contains reports, list of your assignments, and other information |
| Desktop Template |
Pre-configured Desktop that can be deployed to a group of users |
| Desktop Application |
The default tab for TDNext, which cannot be closed. |
Special Concepts
- The UO Service Portal (UOSP) Operations team has created a set of pre-defined Desktop Templates that have been assigned to you according to your user role and assigned group.
- Assigned Desktops contain reports that are required by the UOSP Operations Team and IT Leadership.
- You are free to re-arrange the desktop and add custom reports, BUT you cannot delete the pre-defined reports.
- Any modifications to the main Desktop Template are not pushed out to users of the desktop. As a result, when the TDX Administrators modify the Desktop Templates you will be asked to go into the Desktop Application in TeamDynamix and delete the old Desktop Template.
- If you do not delete the deployed Desktop you will have two desktops with the same name in the list.
How to:
Select the title of each accordion panel in order to see its contents.
Follow the steps below:
- Log in into TeamDynamix
- Open TDNext
- In the upper right corner, click the gear icon
- Your list of Desktops is presented, you can:
- Select Set to set the Default desktop which will open when you first enter the Desktop tab.
- Select Delete to delete any desktops you wish to remove.
- Click the arrow to return to the Desktop tab
- Select the desktop you want to view from the drop-down list.
See the following tutorial that demonstrates how to edit and customize an existing Desktop.
- Login into TeamDynamix
- Open TDNext
- Select the Desktop you want to edit from the Desktop drop-down list
- You can then:
- Modify the Layout
- Add and remove reports that you own, or reports that have been shared with you.
See the following tutorial that demonstrates how to create a custom desktop.
- Login into TeamDynamix
- Open TDNext
- Select New Desktop
- Provide a name for the Desktop
- You can then:
- Select the layout
- Add and remove reports that you own, or reports that have been shared with you.