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- Knowledge Base
- Using the TeamDynamix System
- Projects and Workspaces
- Using Projects
This how-to article will help users to set up a project document workflow using TDAdmin & TDNext.
- Knowledge Base
- Using the TeamDynamix System
- Projects and Workspaces
- Project Sections & Components
- Briefcase
This how-to article will help users to understand the project briefcase document workflow process using the Projects/Workspaces application in TDNext.
- Knowledge Base
- Using the TeamDynamix System
- System Configuration
This document outlines the usage of attachments in TeamDynamix.
- Knowledge Base
- Using the TeamDynamix System
- System Configuration
- Notifications
This document outlines the usage of Notification Templates in the TeamDynamix application suite.
- Knowledge Base
- Using the TeamDynamix System
- Ticketing Applications
- Entering and Managing Ticket Requests
This document outlines the purpose of tickets in the TeamDynamix ITSM system.
- Knowledge Base
- Using the TeamDynamix System
- Portfolio Planning
- Scoring and Evaluating Projects
- Organizational Risks
This document outlines how to create/modify Risks in the Admin tool.
- Knowledge Base
- Using the TeamDynamix System
- Ticketing Applications
- Forms and Attributes
This document outlines how to create custom ticket attributes in the Admin tool.
- Knowledge Base
- Using the TeamDynamix System
- System Configuration
- Users and Roles
- Permissions and License Types
This document outlines the Platform-specific permissions enforced in the TeamDynamix application suite.
- Knowledge Base
- Using the TeamDynamix System
- Ticketing Applications
- Ticket Types
This document outlines the use of Type Categories in TeamDynamix ticketing applications.
- Knowledge Base
- Using the TeamDynamix System
- Portfolio Planning
Provides an approach for aligning information from project charters into TeamDynamix so that project charter documents may not be needed.
- Knowledge Base
- Using the TeamDynamix System
- Projects and Workspaces
- Project Sections & Components
- Project Risks
This how-to article will help project request reviewers and project team members to document and manage risks using the Portfolio Planning and Projects/Workspaces applications in TDNext.
- Knowledge Base
- Using the TeamDynamix System
- System Configuration
- Supported Integrations
- Briefcase and Attachment Integration
This document outlines commonly experienced issues in the Briefcase Integration system, as well as steps to resolve these problems.
- Knowledge Base
- Using the TeamDynamix System
- Client Portal Applications
- Branding and Customization
- Pages and Styles
This document outlines the ways in which the Client Portal can be configured to have custom content and styling.
- Knowledge Base
- Using the TeamDynamix System
- Ticketing Applications
- Entering and Managing Ticket Requests
There are multiple ways a technician can submit a ticket (incident, problem, or change request) on behalf of a requester. The following methods are for scenarios where a technician is fielding a phone call or walk up and must document the incident in TeamDynamix.
- Knowledge Base
- Using the TeamDynamix System
- Projects and Workspaces
- Project Sections & Components
- File Cabinet
This how-to article will help project managers and team members add files using the Projects/ Workspaces application in TDNext.