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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
- Work Management Admin
- Managing Ticketing Applications
This article explains how Ticketing app admins can create Ticket Task Templates and how templates apply to tickets, either manually or automatically through automation rules.
- 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 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
- Work Management Admin
- Managing Ticketing Applications
- Knowledge Base
- Using Service Management
- Working with Tickets
- Knowledge Base
- Using Project Portfolio Management
- Portfolio Management
This outlines how to create/modify Project Request Workflows Steps in the Admin tool.
- Knowledge Base
- Using Project Portfolio Management
- Project Management
- Knowledge Base
- Using Service Management
- Using the Knowledge Base
- Knowledge Base
- Work Management Admin
- Managing Ticketing Applications
- Knowledge Base
- Work Management Admin
- Using Dashboards & Reporting
- Dashboards
- Knowledge Base
- Work Management Admin
- Managing Platform Settings
- Notifications