Using the TeamDynamix System

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

Categories (10)

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.

Help pertaining to TeamDynamix REST API

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

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

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

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.

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

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

Enter time and expenses, submit reports, and review, approve or reject reports.

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

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