Recently Modified Articles

Using the TDWebApi People Import API to sync users between your organization and TeamDynamix
Download the attached template file which you can use to import User and Customer records into TeamDynamix with. The template will contain all necessary instructions for how to obtain column values for each column.
Differences between Incident, Major Incident, Problem, Change, Release, and Service Request
This article outlines the different ITIL classifications of items, provides sample use cases, and describes how these different classifications manifest themselves within TeamDynamix.
Using TeamDynamix with Slack
Suggested Permissions for Knowledge Centered Service roles
Overview of Program Management in Analysis
Creating a New Project
Alerts For Tickets (See "Tracking, Managing, And Resolving Tickets")
TDX Readiness Modules
A description of each module in the TeamDynamix Readiness Course
How Do I Force Check In a Project Plan in TeamDynamix?
Client Portal Examples - Higher Education, K-12 and Government
TeamDynamix Rich Text Editor Control
This article outlines how to use the TeamDynamix CKEditor RT Editor control with a keyboard.
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 Ivy Chatbot to the Client Portal
Overview of Ivy's Integration with Ticket Submission
Information about the ticket creation integration with the Ivy.ai chatbot.
Working with Article Drafts
Searching Tickets
How to search ticketing within the TeamDynamix ticketing application.
Client Portal Overview
This document outlines the purpose of the Client Portal, as well as some of the basic capabilities.
Article and Service Templates
TeamDynamix IP Addresses
A list of IP addresses which host the TeamDynamix SaaS applications and supporting services.
OAuth 2.0 Web Service Auth Accounts
This article outlines how to set up a workflow web service step that uses OAuth 2.0 as the authentication type.
Multiple Resource Pool Managers
Creating A New Issue
Rich Content Editor HTML Allowed Content List
There are several places in the TeamDynamix software which allow the entry of rich HTML content (usually via a CKEditor control). This article serves to document which items are allowed for usage and notable exceptions.