General Questions (Public)

This is a forum for general questions about TeamDynamix products. It is not curated to remove older content or monitored for enhancement requests.

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Filter on task responsible person group

What filter can I use to show a task's group responsibility when the task is assigned to a person? For example, a task is created for the Business Services group. Then, a member of the Business Services group takes the task. The task resp changes...
1 Answer
John Anderson Last activity on 4/5/2024 4:27:37 PM by Mark Sayers

Prim Resp Group vs Resp Group

Can someone explain the difference please? I currently am using Prim Resp Group for all the reports.
1 Answer
Michael Rodriguez Last activity on 3/12/2024 9:26:53 AM by Mark Sayers

Primary group vs regular group membership - Notifications

Hi all!
Can someone explain if there is a difference between primary vs regular group membership in regards to notifications?
1 Answer
Michael Rodriguez Last activity on 2/16/2024 1:18:24 PM by Brittany Renn

People Import - Groups

Hi!
Is there a way during user import from Import Jobs to create a user, but also add them to an existing group? if so, what field heading is needed?
1 Answer
Michael Rodriguez Last activity on 1/10/2024 10:35:29 AM by Mark Sayers

Best Practice for decommissioning Groups

We were considering no longer using a group that has essentially become irrelevant to our processes. I was contemplating deletion of the group, archival of the group (remove members primary status and disconnect the associated application), possi...
1 Answer
James Tiggett III Last activity on 8/3/2023 9:43:09 AM by Brittany Renn

Deleting a group

I am going through and removing some old groups. I encountered one that I cannot delete. I get the message "This group is responsible for a workflow step and cannot be deleted until the association has been removed."
I have gone through all...
1 Answer
Mathew Chandler Last activity on 11/8/2022 3:45:50 PM by Mark Sayers