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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Assign tasks automatically when ticket is assigned?

Hi there,
Hopipng someone has a better suggestion than what I was able to come up with on my own (aka nothing): is there a way to set up TD so that, when a ticket with an associated task template is assigned to one of my techs, the first task...
1 Answer
Stuart Carapola Last activity on 10/23/2023 10:18:47 AM by Mark Sayers

Workflow Tasks showing under "Awaiting Approval"

I have a form that is used for laptop repairs and technicians go through a list of inspections and mark if components work. When the ticket is submitted the workflow checks if any of the fields were marked as "repair needed" and then creates a ta...
1 Answer
Tyler Steele Last activity on 10/18/2023 11:00:08 AM by Mark Sayers

Putting Ticket attribute information into ticket tasks automatically.

We have created a work flow that generates tasks if certain conditions are met. I am wondering if there is a way that we can automatically take form attributes that are pertinant to the tasks and have them automatically populate the ta...
1 Answer
Justin Gonzales Last activity on 4/10/2023 1:41:15 PM by Mark Sayers

Task in Task Template not assigning to Manager

I have created a Task Template for creating a task that should automatically be assigned to the Responsible's Manager. From what I understand, if Some Group has a manager set, that would be the person who automatically gets assigned to the task...
1 Answer
Jason Raveling Last activity on 3/14/2023 1:57:50 PM by Mark Sayers

Ticket Search API - Is it possible to retrieve task info from a ticket api call?

I notice when I search for tickest using the API I see one of the properties returned is "Tasks", but it appears the array is null even if the ticket has sub-tasks.
Is there any way to retrieve any information about the sub-tasks or...
1 Answer
Craig Sorensen Last activity on 10/11/2019 9:16:36 AM by Mark Sayers

Parent-child tickets vs. tickets with ticket tasks

I'm trying to understand the pros and cons and major differences between these two scenarios for using parent-child tickets vs. tickets with ticket tasks in a Ticketing application.
Scenario 1:
Create a ticket and assign it as the par...
2 Answers
Peter Mosinskis Last activity on 4/5/2018 12:29:33 PM by Peter Mosinskis

Tasks Improperly Account for Operational Hours

We have discovered our tasks are accounting for the Operational Hours set in the ticketing application differently than we are used to. According to the yellow Help box on the Operational Hours screen, leaving both Start Time and End Time blank w...
1 Answer
Mark Sayers Last activity on 6/23/2017 3:17:47 PM by Mark Sayers

Moving tasks within Card Wall (between iterations)

Is there a way to move a task from the card wall from one iteration to another?
2 Answers
Jennifer Weldon Last activity on 1/23/2018 12:28:31 PM by Aly Lamb

Tasks Automatically Attached to Tickets

How can you automatically attach tasks to a particular ticket type? I've created a set of tasks and set them as a default to a ticket type. But, when the tickets are created, the user must manually add the template to each ticket.
1 Answer
Ron Vallejo Last activity on 5/23/2016 10:41:11 AM by Mark Sayers

Why aren't Task notifications included in the ticket feed?

We're trying to confirm when the task notification is going out to users or groups, but we are not seeing the notification listed in the ticket feed. We are using all options; tasks are manually added sometimes with a Predecessor, a task templat...
1 Answer
Kathy Holman Last activity on 10/20/2015 2:14:42 PM by Mark Sayers

Task ID Question

I have a question that I'm hoping you can point me in the right direction on. I'd like to utilize ID numbers for all of our Tickets and Project Tasks (the goal is to generate a number/identifier for all tickets/tasks to uniform the naming ...
1 Answer
Amy Lowery Last activity on 8/26/2015 12:31:03 PM by Phil Curl

Can a User with a Client License Type be Responsible for a task in TD?

Can I add a User with a client license to a task on a project plan or to a task on a ticket?
2 Answers
Marcus Demas Last activity on 6/23/2015 2:23:23 PM by Jason Ehmann

Plan Date format

Is there a way to change the date format for tasks in the plans to DD-MM-YY (or other)?
1 Answer
Anette Petersen Last activity on 4/30/2015 4:05:31 PM by Marcus Demas

Question about Project Plans

I have a question. Okay, maybe two.
What does it mean when tasks are highlighted in green? Also, if you hover over the little person icon, it says that the task shows in My Work. However, the task is assigned to someone else and really d...
1 Answer
Matt Sayers Last activity on 9/11/2014 5:23:32 PM by Jeanine Heming

Web api Plans.Task.Resources is always empty?

I have not ever seen the web api Plans.Task.Resources array have any data in it, even when I can see a plan task through the api and I'm sure that the task has a resource assigned to it in the web-page user interface.
Is there some trick to s...
1 Answer
Jon Freed Last activity on 2/18/2015 4:13:58 PM by Drake Sigler

Admin Permissions Question

As an administrator, do I have the capability to delete tasks assigned to other members?
1 Answer
Alex Nyce Last activity on 12/1/2014 10:13:04 AM by Phil Curl

Can't add time to task you are not assigned

I'm not sure if this changed in 8.6 or not, but we just found that if even if we are assigned to a project, we can only add time on the task to which we are specifically assigned. Previously, if we were assigned to a project but not to a specif...
1 Answer
Viki Mueller Last activity on 9/10/2014 5:23:59 PM by Drake Sigler