Managing Desktops

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 (click to expand topic):

Steps

  1. Log in into TeamDynamix
  2. Open TDNext
    Desktop tab, desktop list, and desktop tools are highlighted
    1. In the upper right corner, click the gear icon
    2. Your list of Desktops is presented, you can:
      Manage Desktops screen
      1. Select Set to set the Default desktop which will open when you first enter the Desktop tab.
      2. Select Delete to delete any desktops you wish to remove.
    3. Click the arrow to return to the Desktop tab
    4. Select the desktop you want to view from the drop-down list.

Steps

See the following tutorial that demonstrates how to edit and customize an existing Desktop.

  1. Login into TeamDynamix
  2. Open TDNext
  3. Select the Desktop you want to edit from the Desktop drop-down list
    Select the desktop list drop-down menu
  4. You can then:
    1. Modify the Layout
    2. 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.

  1. Login into TeamDynamix
  2. Open TDNext
  3. Select New Desktop
    TDNext screen with New Desktop option highlighted
  4. Provide a name for the Desktop
  5. You can then:
    1. Select the layout
    2. Add and remove reports that you own, or reports that have been shared with you.

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