Questions

Has TD ever interfaced with OnBase?

We are implementing OnBase and wondering if any other of your clients have interfaced it with TD.

Thanks!
LIsa
1 Answer
Lisa Carpenter Last activity on 8/13/2015 4:29:53 PM by Aaron Crane

Can Admins create and/or customize calendar event types, filters, and colors?

Is it possible to add new types of events that would be available for Users to add to a workspace/project calendar ? (i.e. academic dates , deadlines, holidays) Is there a way to customize what color those event types would be on the calenda...
1 Answer
Lena McLain Last activity on 8/13/2015 9:33:01 AM by Jamey Stock

Edit plan in Inactive project

Can plans in inactive projects no longer be edited? I thought in the past we could build out/modify a plan before the project was activated. With the new version, it appears the plan in an inactive project does not open with Silverlight and can...
1 Answer
Dalin Bruns Last activity on 8/12/2015 1:19:31 PM by Matt Sayers

How do I report on User accounts missing check box on "This user's capacity is managed"?

I need to run a report to find out which user accounts are missing the check in the checkbox "This user's capacity is managed". I can see in the People report in Analysis field choices for Is Employee and Should report time, but not fo...
1 Answer
Kathy Holman Last activity on 8/11/2015 9:41:30 AM by Jamey Stock

How do I set a specific service on a ticket created from the email service?

When creating Ticket Types for the email service I can't find where I can set a specific Service for a specific email Ticket template.
1 Answer
Kathy Holman Last activity on 8/11/2015 9:50:55 AM by Kris Kennedy

How do I set the Email Service ticket due date with our Operational Hours?

How do I get the tickets created by the email service to be set with a Due Date based on our Operational Hours?
Tickets being created from the email service only have one day between the Start Date and Due Date, ignoring our operational hours...
1 Answer
Kathy Holman Last activity on 8/11/2015 10:05:38 AM by Jamey Stock


How are departments used in regards to restrictions?

Are users restricted to seeing only their own department's items (or only their own) by applying a department to their account? Does this apply to projects, tickets, anything else?
1 Answer
Steve Corey Last activity on 8/11/2015 10:55:58 AM by Jamey Stock

Why can technicians assign ticket to groups that are not a Ticketing group?

Our technicians are seeing groups and able to assign tickets to these groups, that are not checked as a 'Ticketing Group'. Why are these groups showing when a technician reassigns a ticket?
1 Answer
Kathy Holman Last activity on 8/10/2015 4:58:16 PM by Matt Sayers

Task Alerts

I'm experimenting with task alerts. I created a test task, assigned it to a subordinate, set an alert for 'Task is 100% Complete', save the plan, had him login to his work, set the task to 100% complete and I don't receive an email. I created a...
1 Answer
David Doherty Last activity on 8/11/2015 4:51:16 PM by Chris Neiger

What setting do I need to check to allow my colleague to add lists to a cardwall?

What setting do I need to toggle to allow my colleague to make new lists in cardwall?
1 Answer
Richard Musal Last activity on 8/6/2015 2:52:20 PM by Matt Sayers

We're interested in creating custom statuses that have custom images ...

I see how to add a new status for projects from the admin function, but I have about 3 I would like to add and want to be able to have a specific image assigned to each so that at a glance, the project managers can see where they are at from the ...
1 Answer
Jennifer Ludwig Last activity on 8/10/2015 9:51:00 AM by Brandon Montgomery

Avoid Losing Info in an Open Window

Hello, we're an SaaS client. Hoping someone might have a suggestion or answer.
Some Tickets users have complained about losing the incident they started because they click 'new incident' and it opens in the same window, clearing out all the ...
4 Answers
Stacey Marriott Last activity on 8/14/2015 10:42:56 AM by Jamey Stock

Technician tickets when tech is doing work in multiple groups

How do I associated a technicians work (ticket) to the actual group the work is being done for? If I set a Primary group on the technician and assign a ticket to that tech, the group always shows as the Primary. If I don't associate a Primary, ...
1 Answer
Kathy Holman Last activity on 8/11/2015 12:18:26 PM by Jamey Stock

No longer have "permission" to edit change % completion for my own plans

I can no longer change the % complete on my own project plans - the system comes back with a statement that I do not have permission to do so. What happened?
15 Answers
Elizabeth Thomas Last activity on 8/6/2015 3:42:38 PM by Matt Sayers

Can you restore a deleted report?

Hello,
One of my technicians accidentally deleted her report. Can it be restored?
The report was created in the tickets module. The report name was VJ Tickets. The report was deleted this afternoon. Report owner is Vyjayanth...
1 Answer
Kathy Holman Last activity on 8/5/2015 5:23:07 PM by Aaron Crane

Can I mass update a Knowledge Base owner?

I now that you have an 'Owner' on the Knowledge Base articles, is there a way I can mass change an owner? I have a student worker that is leaving and I need to change 115 KB articles.
5 Answers
Kathy Holman Last activity on 2/15/2019 9:48:53 AM by Elizabeth Precht

Default Task Statuses

Hi,
I've noticed there now is a "Default Task Status" field in the new version (9.1). However I can't find the field on the tasks themselves or when creating a "Task" report. Is this field not used yet?
Thanks,
An...
1 Answer
Anette Petersen Last activity on 8/4/2015 12:54:51 PM by Kris Kennedy

Recording decisions or decision log

HI,
I was wondering if there's a way to record decisions made during a project?
Thanks,
Anette
1 Answer
Anette Petersen Last activity on 8/4/2015 10:37:52 AM by Aaron Crane

Surveys for Projects

We would like to send surveys automatically at the close of each project. We located the ability to set up surveys and send automatically for tickets but not for projects. Does this functionality exist in the current product or are surveys relega...
1 Answer
Meredith Baily Last activity on 8/3/2015 4:18:34 PM by Kris Kennedy

Using APIs to download information

In order to facilitate analysis of time entry and project information, I would like to download the data and load it into a database for further use. The only way that currently comes to mind (we are on 9.0), is to use one of the API's to accomp...
1 Answer
Nancy Fisher Last activity on 8/3/2015 10:42:49 AM by Adam Torres

Default font for KB articles

Is there a way to set or otherwise modify the default font for new knowledge base articles?
1 Answer
Eric Smith Last activity on 8/4/2015 10:43:13 AM by Aaron Crane

How do I delete a Business Entity completely?

I need to delete a business entity from Admin. How do I do that? I do not see a Delete anywhere and can find no documentation on it.
1 Answer
Melissa Stockbridge Last activity on 8/1/2015 2:21:58 PM by Adam Torres

Where to find TD V8.6.1 help??

I have been searching (googling) to find help for TD and all I can find is V9.0 and later help. Is there a way I can narrow my search to come up wit help for V8.6.1. We are an installed customer base. (i.e., we are running TD on our own server)...
1 Answer
Suzanne Vogt Last activity on 7/31/2015 9:57:16 AM by Suzanne Vogt

Setting Desktops on Existing Users in Bulk

Hello, I am having trouble finding a feature I feel certain exists. We created thousands of users since go live, and now we are starting to use the client side more heavily. We did not have a default desktop setup. I've now gone to Admin | Des...
1 Answer
Charles Plemons Last activity on 7/31/2015 8:36:43 AM by Kris Kennedy

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