Accessing & Navigating your TeamDynamix Implementation Project [video]

Summary

The video walks you through signing up for the TDX Community and accessing/navigating your Implementation Project. These steps coincide with this KB Article, and the language is specifically geared towards new clients (or existing clients working on a new expansion project) who are planning to attend the Readiness Course. 

Duration ~8 min

Presented by Jordyn Mancini, TeamDynamix Project Coordinator

Contents

• Signing up for the TDX Community & logging into the solutions.teamdynamix.com (0:00 - 1:45) 
• Requesting access to your Implementation Project (1:46 - 2:39)
  • NOTE: https://solutions.teamdynamix.com/TDClient/1965/Portal/Requests/ServiceDet?ID=7573 now says "Add Me To Project" rather than "Request Service"
• Navigating to your Implementation Project (2:40 - 3:09) 
• The Feed section (3:10 - 3:39)
• The Briefcase section (3:40 - 4:12)
• The Issues section - how to create a new Issue (4:13 - 5:15)
• The Links section - accessing Readiness Session Recordings (5:16 - 5:56)
• The Plans section - completing Tasks assigned to you (5:57 - 8:12)
• Conclusion (8:13 - 8:29)