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- Knowledge Base
- Work Management Admin
- Managing Client Portal Applications
- Service Catalog
Learn how to create and manage service description templates, including defining templates with HTML/Bootstrap formatting, organizing them into categories, and using pre-built template samples to maintain a consistent content structure.
- Knowledge Base
- Using Project Portfolio Management
- Project Management
This how-to article will help users to create project templates using the TDNext.
- Knowledge Base
- Using Project Portfolio Management
- Project Management
Explains ways that a project template can be applied to new and existing projects.
- Knowledge Base
- Work Management Admin
- Managing Ticketing Applications
This article describes how Ticketing app admins can create Ticket Task Templates in TDAdmin
- Knowledge Base
- Work Management Admin
- Managing Platform Settings
- Notifications
This document outlines the usage of Notification Templates in the TeamDynamix application suite.
- Knowledge Base
- Work Management Admin
- Managing Ticketing Applications
A list describing available template tags that can be used to fill ticket data into your ticketing email notifications.
- Knowledge Base
- Using Service Management
- Using the Knowledge Base
Learn how to create and manage knowledge base article templates, including defining templates with HTML/Bootstrap formatting, organizing them into categories, and using pre-built template samples to maintain a consistent content structure.
- Knowledge Base
- Integrations, Automations, & AI
- Integrations & Connectors
- Pre-Built AI & Automation Templates
The AI & Automation Template Library provides pre-built automation template packages that live within the Global Community Library. These templates are designed as "grab and go" resources that users can quickly deploy to deliver immediate value for their organization using Conversational AI and iPaaS.
- Knowledge Base
- Using Project Portfolio Management
- Project Management
- Knowledge Base
- Work Management Admin
- Managing Ticketing Applications
- Knowledge Base
- Using Service Management
- Working with Tickets
- Knowledge Base
- Work Management Admin
- Managing Platform Settings
- Notifications
- Knowledge Base
- Using Project Portfolio Management
- Portfolio Management
This outlines how to create/modify Portfolio Planning Workflows Steps in the Admin tool.
- Knowledge Base
- Work Management Admin
- Using Dashboards & Reporting
- Dashboards
- Knowledge Base
- Using Service Management
- Using the Knowledge Base