TeamDynamix How-To Articles

Introduction

This article provides a comprehensive list of knowledge base articles, provided by TeamDynamix, for the most common TDClient and TDNext applications.

Note: If you have never accessed the TeamDynamix Portal, you will need to create an account.

Article categories

  1. Accessing TeamDynamix Interfaces
  2. Visualizing Information With Desktops
  3. Creating and Editing Desktops
  4. Designing a Technician Dashboard: Reports, Data, and Widgets
  5. Using the My Work Application
  6. Using TDNext
  7. To turn on TDNext Dark Mode:
    1. Log into TDNext
    2. In the upper right of the page, select your name and "My Profile"
    3. Select Settings
    4. Select Edit page
    5. In the Dark Mode dropdown, select "Dark Mode"
    6. Log out and log back in
  1. Common Ticket Activities
  2. Creating Tickets in TDNext
  3. Explaining the Actions Button in a Ticket
  4. Forms and Ticket Classifications
  5. Searching and Filtering Tickets
  6. Ticket Anatomy
  7. Ticketing Application Overview
  8. Working with Ticket Tasks
  9. Working with Ticket Workflows
  1. Client Portal Overview
  2. Using the Service Catalog
  3. Using the Knowledge Base
  4. Contributing to the Knowledge Base

There are a couple of ways to find tasks assigned to you or your group.  See the attached TeamDynamix ITSM Reports Handbook 1.docx for a deep dive into reporting.

  1. Reporting Overview
  2. Understanding the Sections of a Report
  3. Creating a Ticket Report
  4. Creating a Ticket Task Report
  1. The TeamDynamix Mobile App

Need help?

If you have any additional questions, please submit a request at TeamDynamix and UO Service Portal Support.

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