Using the TeamDynamix System

Use the system interfaces – TDClient, TDNext, and TDAdmin–for ITSM, portfolio management, and enterprise service management.

Categories (11)

System Configuration

Get basic system-level administration items set up for your organization. Covers authentication, users and roles, Accounts/Departments, custom attributes, integrations, templates, email services, notifications, locations, and days off.
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API and Web Services

Help pertaining to TeamDynamix REST API

The general help for our RESTful APIs services is located at https://yourTeamDynamixDomain/TDWebApi/
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Ticketing Applications

Create Ticketing Applications to collect and manage requests, configure workflows and automation, and view ticket reports.
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Client Portal Applications

Setting up and managing the TeamDynamix Client Portal Application including service catalogs and knowledge bases, self-registration, and people.
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Projects and Workspaces

Use projects and workspaces, create project templates, project plans, surveys, view reports, manage issues, risks, the Briefcase and File Cabinet, in TDNext and the Client Portal.
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Asset Applications

Create Asset Applications to manage assets and configuration items (assets/Cis), use import or discovery tools, create forms, and set up integrations.
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Portfolio Planning

Use project requests, create request forms, setup automations and workflows, score and evaluate projects, and view Portfolio Planning reports.
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Time and Expense

Enter time and expenses, submit reports, and review, approve or reject reports.
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Capacity Planning and Resource Management

Use the Resource Management application, Windows Budget and Capacity Planner to plan upcoming projects, and manage resource requests.
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Reports, Desktops, and My Work

Use pre-built reports, create custom reports and saved searches, build desktops and templates, and view My Work summary.
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Conversational AI

Create Conversational AI bots across various supported channels. Integrate & automate conversations to reduce support workload & personalize conversations.
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