Updating...
Skip to main content
Filter your search by category. Current category:
All
All
Knowledge Base
Questions
Search the client portal
Search
Sign In
Show Applications Menu
TeamDynamix Solutions Portal
Sign In
Search
Home
Knowledge Base
Questions
More Applications
Skip to Knowledge Base content
Search
Articles
Knowledge Base
Using the TeamDynamix System
Portfolio Planning
Automation and Workflow
Automation and Workflow
Articles about Project Request workflows and automation rules.
Articles (3)
Getting Started with Portfolio Planning Workflows
Portfolio Planning Automation Rules
This article provides the steps an administrator can use to set up automation rules used to apply workflows to project requests during submission of the project requests.
Portfolio Planning Workflow Template
This outlines how to create/modify Portfolio Planning Workflows Steps in the Admin tool.
Search this category
Search
Popular Articles
Understanding Ticket Classifications: The differences between Incident, Major Incident, Problem, Change, Release, and Service Request
Accessing TDX Community, Solutions Client Portal, and Implementation Projects
Using the TDWebApi People Import API to sync users between your organization and TeamDynamix
Client Portal Examples
Getting Started with Tickets
Recent Articles
Logo Files
Working with the Feed
Getting Started with Creating and Importing Users
Reminder Notifications for Approval, Choice and Task steps
Email Image Filtering
Popular Tags
sso
(12)
single-sign-on
(9)
ticketing-reports
(8)
reports
(7)
webapi
(6)
accessibility
(5)
API
(5)
ticket
(5)
web-api
(5)
admin
(4)