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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Tickets and Tasks - Bulk Closure?

SCENARIO - New Hire, an Onboarding ticket is submitted by the Hiring Manager which is set to Auto-Create Tasks for HR, IT, and Facilities. IT closes theirs tasks, HR and Facilities tend to leave their tasks open. I am cleaning up Year-t...
1 Answer
Armando Cortez Last activity on 7/15/2024 1:39:05 PM by Armando Cortez

Task Reminder Notifications

I would like to ask if there is a best way to send reminders for pending tasks on tickets. I am thinking of creating a report for each task that will list all open tasks of a particular type and send to the responsible parties if the tasks have n...
1 Answer
Anderson Hanchett Last activity on 4/19/2024 9:40:54 AM by Mark Sayers

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