Is there a setting in Admin to receive notifications when questions are posted on the Questions App on the Client Portal?

Basically, my institution wants to leverage the incredibly helpful Questions module since we all know that self service is a highly efficient way of helping our constituency, as well as the fact that it adds a lot more value to the client portal....
2 Answers
Marcus Demas Last activity on 10/8/2015 9:08:22 PM by Marcus Demas

What is the character length of a project task's description field?

I'm referring to the Plan Manager but it would be helpful to know for Card Wall also. If they are different.
3 Answers
Aaron Crane Last activity on 10/9/2015 1:10:10 PM by Mark Sayers

Can a ticket be turned into a task on a waterfall project plan?

Lets say I need to convert an existing ticket into a task on my waterfall project plan, if this is possible, how do I do this?
1 Answer
Marcus Demas Last activity on 10/8/2015 3:49:04 PM by Marcus Demas

Can't download Excel plugin

I tried this link:
that I found in community in one of the posts, but it gives me an error:
Error loading page: 49573: Object referen...
1 Answer
Shahriar Panahi Last activity on 10/8/2015 4:27:06 PM by Jamey Stock

Can the API or Web Service Step in a Ticket Workflow insert a ticket into a specific step within a specific workflow that is not the first step?

Might someone leverage the API or Web Service steps in workflows to insert a ticket into the desired step in a programmatic way?
1 Answer
Marcus Demas Last activity on 10/7/2015 6:44:56 PM by Marcus Demas

How do I report resources on a task that is a parent?

I have a task report that selects tasks based on a specific text in Field 1. Some of the tasks are children (the lowest level) and some are parents (a collection of tasks). The children report the resources assigned to that task. The parent repor...
3 Answers
Barrie Sutton Last activity on 10/20/2016 9:27:23 AM by Mark Sayers

Clarification on the way ticket notifications work

Just to make sure I understand then, when the ticket is opened by a client user (someone who doesn't have TDNext access) then every notification sent for that ticket will use the requestor version of the template, not the ticketing user version. ...
1 Answer
Kimberly Lawrence Last activity on 10/8/2015 10:11:49 AM by Jamey Stock

Need to identify user's who have customized their desktops

I'm rolling out a revised custom default desktop to our client users so I need to be able to tell which of our clients have customized their default desktop already because when I roll this out they will not get the new revisions. I'm going to ha...
6 Answers
Kimberly Lawrence Last activity on 3/21/2018 2:32:19 PM by Mark Sayers


Working with a particuar api and it is calling for the appID. Where can I locate the appID?
1 Answer
Albert Garcia Last activity on 10/7/2015 4:00:36 PM by Phil Curl

report for all projects by resource

I would like to create a report that shows each resource and then below each resource shows all projects to which they are assigned as resources, regardless of whether they currently have any scheduled hours. I tried to create this under Resource...
1 Answer
Janine Gentile Last activity on 10/8/2015 10:03:49 AM by Jamey Stock

Question about Comments in Workspaces

Is there a way to delete a comment from a workspace? We are looking to integrate workspaces into an advisory group format for some of our users. We'd like a space where they can collaborate, suggest ideas, and comment back and forth, however we n...
1 Answer
Adam Reider Last activity on 10/6/2015 2:27:03 PM by Mark Sayers

Workspace Time Removal

As an administrator, how do I delete workspace time for a user? I submitted as a test and would like to remove, but do not see how to accomplish?
2 Answers
Monica Crawford Last activity on 10/6/2015 1:16:07 PM by Monica Crawford

The difference between requestor and ticketing user ticketing notification templates

Could someone tell me what the difference is between the requestor and the ticketing user ticketing notification templates is? I'm trying to find out when one would be sent versus another? My original interpretation was that the requestor notif...
4 Answers
Kimberly Lawrence Last activity on 2/15/2016 9:49:53 AM by Jamey Stock

Date Tracking


I have a couple questions regarding functionality.
1. Can the tool track changed due dates?
2. Can the tool track item opened dates?
1 Answer
Stacey Moore Last activity on 10/6/2015 9:06:19 AM by Mark Sayers

Projects and Requests Reports

I'm trying to create a report showing Projects vs Project Requests and add a pie chart. I keep getting the message " You must select a column for the "Value" setting of the chart. " When I go to select a "Value"...
3 Answers
Monica Crawford Last activity on 10/5/2015 3:48:09 PM by Mark Sayers

Group notifications for ticket tasks now working

This year we had submitted a ticket because we found that when we assigned ticket tasks to a group instead of an individual that it wasn't working (the individual member of the group were not gettting email notifications about the ticket tasks). ...
1 Answer
Kimberly Lawrence Last activity on 10/2/2015 12:43:54 PM by Jamey Stock

adjusting erroneous time entry

I recently received a message from one of our end users stating that they needed to adjust an erroneous time entry that was made against a specific ticket. I dug around in TD as an admin to see if there was a way to do it, and I couldn't come up ...
4 Answers
Chad Martin Last activity on 8/3/2020 8:24:59 PM by Lucas Friedrichsen

Delete custom statuses

Is there a way to delete custom statuses that we have entered or do we have send a request to you to delete it?
1 Answer
Mrunalini Kulkarni Last activity on 10/2/2015 10:53:11 AM by Mark Sayers

Ticket Applications

We went on TeamDynamix prior to the Ticket Applications feature existing. When we launched we did it with 3 separate departments sharing the same ticketing application. We separate things out using a prefix on the Ticket Type and Ticket Type Ca...
2 Answers
Mike Rocke Last activity on 10/2/2015 11:41:26 AM by Jamey Stock

How can I tell if the Survey Request emailed out of the system?

We just started using Surveys, I can see a list of when Responses were requested, but how can I tell if they actually were emailed out of the system?
I'm asking because no one has responded or contacted our Service Desk asking if this was val...
1 Answer
Kathy Holman Last activity on 10/2/2015 11:17:02 AM by Kris Kennedy

Reporting on the Card Wall

What are some reports that I can run from the Card Wall? Specifically, Is there a report where I can view all of the boards and all of lists and activities within each list or a combination of any of this criteria.
5 Answers
Michael Abelaj Last activity on 7/19/2018 3:33:01 PM by Mark Sayers

Reports Unable to Search Non-Employees

I have a report in which I am attempting to exclude certain individuals that are no longer working with our IT department. Essentially, when I add filtering to a report of "Prim Resp" with operator "is not one of" and attempt ...
2 Answers
Taylor Averdick Last activity on 10/2/2015 11:05:35 AM by Taylor Averdick

New Status Field

Is it possible for the new Status field to appear on the General tab once the project is created?
1 Answer
Mrunalini Kulkarni Last activity on 10/1/2015 2:55:04 PM by Kris Kennedy

Knowledge Base - How to Guideline

Please could you provide a description of what are the functionalities of the Knowledge Management Base.
Within our company, we would like to start using this functionality.
1 Answer
Carmen Villen Puerto Last activity on 10/1/2015 12:03:49 PM by Jamey Stock

mass add/remove applications...

Is there an easy way to either add or remove an application for a population of users?
1 Answer
Chad Martin Last activity on 9/30/2015 1:17:32 PM by Mark Sayers

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