TeamDynamix Readiness Course

Knowledge about the Readiness Course itself and the content within the course. To see all content, please make sure you're signed in.

Categories (10)

Introduction to TDX

Baseline knowledge about TeamDynamix

Foundations

The essential building blocks of TDX

Core Integrations

SAML authentication setup, bulk user management options, and email integration

Client Portal Overview

Setting up the customer-facing site for submitting requests, browsing the knowledge base, and communicating relevant information to customers

Knowledge Management

How to create and manage KB articles, KB categories, and KB article drafts inside TDX

Service Catalog Management

How to build a Service Catalog within TDX

Ticketing Essentials

The essential configuration of ticket management

Advanced Ticketing

More advanced ticketing functionality such as workflows, etc

Asset Management

Content on how to create and manage an Asset application in TeamDynamix.

Project Management Essentials

Managing active projects, including "top-line" project management plus project plans, issues, links, the briefcase, and other components

Articles (11)

Pinned Article TDX Readiness Course Syllabus

A description of each module in the TeamDynamix Readiness Course

Pinned Article TeamDynamix Readiness Course Frequently Asked Questions

Accessing TDX Community, the TDX Client Portal, and Implementation Projects

TeamDynamix Community is TeamDynamix's web site for support and documentation. The Client Portal will let you see the project record that Professional Services uses to track your implementation. This can be used to instruct clients on how to be added to their implementation project.

Adding Issues to Implementation Projects

Getting Started with Custom Attributes

How to Access a Client Portal Application as an Application Administrator

This is a step by step instruction to access the Admin interface of a client portal application from the client portal.

How to Access a Ticketing Application as an Application Administrator

This is a step by step instruction to access the Admin view of a ticketing application in the TDNext interface.

How to Access an Asset Application as an Application Administrator

This is a step by step instruction to access the Admin interface of an asset application from TDNext.

How to Join Groups in Community

TeamDynamix Glossary of Terms

Updating Tasks Assigned to You