How can I quickly search for a task by it's ID number?

I can bring up a ticket quickly using the search Ticket ID in the tickets module, but I cannot enter a task number to look at it's status quickly.
How can I search for a task by it's ID number? I tried creating a report on Ticket Task and pr...
3 Answers
Kathy Holman Last activity on 7/19/2016 12:51:08 PM by Greg Van De Mark

Using IE with TeamDynamix

What mode do you have to use TeamDynamix in for IE?

Compatibility mode or NOT compatibility mode?
1 Answer
Andy Novak Last activity on 8/26/2015 2:50:27 PM by Phil Curl

Different Request forms for Same Ticket Type?

Good Morning,

I'm wondering if it's possible to have one ticket type, that is tied to two different services, and then have each service tied to a specific request form? For example, we have a ticket type for Access requests. We want two ...
1 Answer
Suzanne Henkle Last activity on 8/26/2015 2:28:34 PM by Phil Curl

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

Ticketing Status Definitions

I am looking for a little more information on the current working definitions and configurations of Ticket Statuses. While many are pretty self explanatory, some leave me wondering exactly how they work. For example: On Hold, how is this truly ...
1 Answer
Robert Hastings Last activity on 8/26/2015 11:58:09 AM by Phil Curl

Task Resources

Why can you not assign multiple resources to a task? Will that be available at all in the future?
1 Answer
Roger Bias Last activity on 8/26/2015 4:23:09 PM by Phil Curl

Task Predecessors

Can we add multiple predecessors to a task?
1 Answer
Roger Bias Last activity on 8/26/2015 11:43:45 AM by Phil Curl

Survey Application

Where do we go to get started with surveys for tickets? Is there documentation somewhere?
6 Answers
Richard Quintin Last activity on 8/26/2015 5:00:07 PM by Richard Quintin

Get Project Plans WebApi not returning results

Attempting to use POST{projectId}/plans/search and I'm getting 0 returns, so obviously I'm doing something wrong.
Specifically, in our domain (miamioh), I have a test project with three plans...
3 Answers
Micah Cooper Last activity on 8/26/2015 11:03:19 AM by Phil Curl

Editing a Scheduled Ticket

How am I able to get in and edit a scheduled Ticket?
5 Answers
Roger Bias Last activity on 8/28/2017 8:58:30 AM by Mark Sayers

"Initially expand all help" checkbox disabled for service request form

When editing a service in the client portal, the Form tab has a Settings tab which has the "Initially expand all help" checkbox. I would like to have this for my service and request form, but the box is disabled and greyed out (see att...
2 Answers
Jason Donnell Last activity on 12/15/2015 5:07:26 PM by Steve Blackburn

Link in email notification works; link in actual ticket does not

I got an email notification from TD about a ticket. The comment in the ticket contained a link to a new service that had been created (See screenshot). The link worked.
However, when I visited that ticket in TDNext and clicked on the link, i...
1 Answer
Tony Dunn Last activity on 8/24/2015 10:16:01 AM by Phil Curl

What order are tickets showing from the People module?

When I look up a person using the People module and click on the Tickets tab, what is the default column the tickets are showing in? The tickets are not showing ordered by the first column ID in an ascending or descending order.
1 Answer
Kathy Holman Last activity on 8/24/2015 10:38:03 AM by Phil Curl

Inactive Statuses appearing in drop down

We've created some new custom project statuses and inactivated some of the ones that were created for 9.1 The issue is that these inactive project statuses are still appearing in the drop down when updating the status for a project.
1 Answer
Anette Petersen Last activity on 8/21/2015 2:03:56 PM by Phil Curl

Reporting on/by Status Class


I have a reports that list all projects in my portfolio. I want to be able to select and sort by project status class eg all "In Process" statuses.
The only way I seem to be able to select projects by status is to expl...
2 Answers
Maura Hart Last activity on 8/20/2015 2:48:57 PM by Maura Hart

Where is Capacity Managed?

How and where is this capacity set? These capacity numbers are in correct and I need to get the correct values entered for everyone.
1 Answer
Letha King Last activity on 8/20/2015 10:18:44 AM by Jamey Stock

Workspace Feed Notifications

Whenever I post a comment in a workspace's feed, the notification e-mail does not have the same branding as our other notification e-mails. I have searched everywhere trying to find the notification template that would impact the workspace, but ...
2 Answers
Bill MacKenzie Last activity on 8/20/2015 9:22:21 AM by Jamey Stock

TeamDynamix version 8.4 Installation Requirements

Is TeamDynamix version 8.4 compatible with Microsoft SQL Server 2012? I am unable to locate an installation requirements document in the knowledge base for anything other than version 9.0. Any help is appreciated! :)
1 Answer
Geoffrey Pagel Last activity on 8/19/2015 9:59:05 AM by Phil Curl

Project Request approved but not showing up in Projects

This project has been approved but is still not showing in the Projects
2 Answers
Alex Nyce Last activity on 8/19/2015 11:11:04 AM by Matt Sayers

Best Practice for Desktop Templates

When we import users into Team Dynamix is there a "best practice" for how to roll out and then later modify a default desktop template for all users?
3 Answers
Monica Crawford Last activity on 8/18/2015 1:29:42 PM by Jamey Stock

Is there a way to change the day the time report reminder email is generated. We would like it to be Tuesday instead of Monday.

I've had this request from a few different managers. It doesn't appear to be an option to change this but thought I'd ask.
1 Answer
Nancy Fisher Last activity on 8/17/2015 12:45:56 PM by Phil Curl

Why don't the attachment names show up when I print a ticket?

When I print a ticket the attachments don't show as if they exist on the ticket. Sometimes I need to use a paper copy of a ticket for documentation. The ticket in question was created by the email service. (913835)
1 Answer
Kathy Holman Last activity on 8/17/2015 10:03:26 AM by Phil Curl

Would like people that have left UMass to be disassociated with our organization in TD Community.

I read in the KB that a request should be submitted if someone leaves your organization but is still associated with your organization in TD Community. The following people are no longer employed by the University of Mass President Office:
1 Answer
Nancy Fisher Last activity on 8/14/2015 3:03:00 PM by Kris Kennedy

How can I report on Ticket Template use?

I'd like a way to see what Ticket Templates are being used. But, i'm not seeing a way to report on the Ticket Template that is being selected at the time of the creation of an Incident. We've also noticed you can't see the Template name once yo...
1 Answer
Kathy Holman Last activity on 8/14/2015 9:25:03 AM by Phil Curl

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