Finding Surveys

Once I have created a survey, how do I go back and view or edit it properly? For the time being, I made a work-around with a survey response report that provides a link to the survey. Is there, and I sure imagine there is, a more proper way to ac...
1 Answer
Robbie Talbot Last activity on 6/11/2015 10:29:30 AM by Drake Sigler

Guest Access in Team Dynamix

Does there exist a best practice or methodology for how an external user or guest not affiliated with the organization would submit a ticket in Team Dynamix?
3 Answers
Jeremy Luring Last activity on 6/18/2015 5:05:26 PM by Jeremy Luring

Recent Sandbox Announcement

With the recent announcement of sandboxes being made available for everyone, I'm guessing that Miami's current sandbox environment (which I'm told is atypical) will soon be folded into this new schema. I have some pre-production workflows and req...
3 Answers
Pete Ferris Last activity on 7/7/2015 11:50:32 AM by Beatrice Nelson

Beta environment

With the great news about the new sandbox environment, I'm curious about what will happen with our beta environment. I have some pending changes "in flight" and want to prepare appropriately for the July 5 refresh.
1 Answer
Dalin Bruns Last activity on 6/3/2015 4:33:07 PM by Aaron Crane

How are items populated in the Calendar Application?

In the Calendar Application within TDNext, there are a variety of items being pulled into my Calendar, how are these items being pulled in, and how do I save which items are listed in my Filter gear?
1 Answer
Marcus Demas Last activity on 6/2/2015 1:03:02 PM by Marcus Demas

IP Address Change on 06-JUN-2015

Pertaining to the pending IP address change... it was suggested that we add your IP to our email system white list. Aside from the IP address, what domain name should be white listed?
1 Answer
Jim Watson Last activity on 6/2/2015 2:36:36 PM by Kris Kennedy

IP address changes

From you IP Address Change..

In our spam firewall we have listed 2 address. and
Are you consolidation to 1 IP address, no second...
1 Answer
Carlos Lugo Last activity on 6/2/2015 2:48:42 PM by Kris Kennedy

Shifting multiple tasks in a project's Plan

We have a use case where we have to frequently shift the start date on a large number of tasks in our project's Plan, to accommodate changes in the project's start date. Basically we're looking for the best way to "shift the Plan" but...
1 Answer
Peter McCaskell Last activity on 6/11/2015 9:54:19 AM by Drake Sigler

Chrome is ending support for NPAPI plugins. How will this affect Team Dynamix?

I have see Chrome's waning of waning support for NPAPI plugins display a couple of times when viewing a pdf in a project Briefcase. What are the plans for continual support in Team Dynamix?
1 Answer
Billie Herman Last activity on 6/1/2015 12:19:52 PM by Phil Curl

TeamDynamix Ticket Alert

How or from where are the TeamDynamix Ticket Alerts generated? Is it something that we can configure in the Admin app to modify the subject or body of the email message? I am specifically referring to the Ticket Alert that is generated when all...
3 Answers
Jeremy Luring Last activity on 12/17/2020 11:07:08 AM by Bobby Jones

Custom Report Question

I'm running out of ideas on how to write a report that will show me the list of all tickets with all tasks completed that are not resolved or closed without seeing duplicate ticket names in the report. I used the ticket tasks report t...
2 Answers
Jeremy Luring Last activity on 6/3/2015 9:48:09 AM by Jeremy Luring

How to unapprove previously approved time?

In TDNext, how do I unapprove time that I have previously approved for an employee whose time card I approve?
1 Answer
Peter Mosinskis Last activity on 5/26/2015 9:07:58 PM by Peter Mosinskis

Import Excel spreadsheet project plan

What is the process to import an Excel spreadsheet project plan in to a Team Dynamix project?
1 Answer
Todd Schaefer Last activity on 5/28/2015 9:42:05 AM by Drake Sigler

KB article import

What is the minimum licensing and security configuration for someone to be able to create/import knowledge base articles?
1 Answer
Dalin Bruns Last activity on 5/22/2015 12:54:59 PM by Matt Sforza

How Do I Delete Knowledge Base Article Feedsback?

I can see in the Admin console where I can delete Knowledge Base articles, but I cannot find where I can delete Feedback.
3 Answers
Kathy Holman Last activity on 3/3/2016 1:22:03 PM by Mark Sayers

How can I use aggregate on a specific attribute?

Aggregate option is populated for specific fields like an ID or Date, what should I do to populate that aggregate field (if I want to use the aggregate functionality) on type or status for example?
1 Answer
Rami Jalal Last activity on 5/24/2015 2:59:01 PM by Marcus Demas

Is There a Service Request Responsibility View From the Client Portal?

When a service request is entered, can you see who is responsible for the request from TDClient?
1 Answer
Chuck Renninger Last activity on 5/19/2015 4:16:10 PM by Chuck Renninger

Feed Entries - Can you toggle a default setting to automatically make it public or private

When assigning an item to My Work the feed entry announcing the addition is private. Is it possible to make it public by default? The service requestor could use this as a notification that the service request has been assigned.
1 Answer
Chuck Renninger Last activity on 5/19/2015 3:36:07 PM by Chuck Renninger

Is there a Schema document with Table Relationships available?

This would be extremely helpful to those who might like to use third party/enterprise reporting tools for more complex reporting requirements.
1 Answer
Melissa Stockbridge Last activity on 5/21/2015 1:41:17 PM by Drake Sigler

Reporting on Task Variance and/or Baseline End Date

I should have asked this during the conference last week and realize that it may not get attention due to the timing, but it would be helpful to understand this reporting for a meeting I have this week:
Is there any way to report in the Analy...
2 Answers
Brian Miller Last activity on 7/21/2015 3:13:56 PM by Brian Miller

How do delete a report from the Ticketing Application Ticket report menu?


How do delete a report from the Ticketing Application Ticket report menu?? There are 2 Marketing Requests options and we need only one, how do we delete the one we do not wnat?


1 Answer
Lisa Carpenter Last activity on 5/18/2015 2:05:31 PM by Aaron Crane

Has anyone ever used a spell checker in TeamDynamix?

1 Answer
Suzy Butler Last activity on 5/18/2015 2:00:26 PM by Aaron Crane

Report on Task status of a ticket

If you are the primary responsible party of a ticket, and that ticket has multiple tasks, is there a way to report on which task is currently being worked.
ie. ticket to purchase new computer is assigned to a system installation group, and th...
3 Answers
Mike Good Last activity on 5/14/2015 10:15:02 AM by Jason Ehmann

"Private Team" Project

The "Private Team" project does not have a plan available. Is there a place where one could create a plan of private tasks like I can create a plan of regular tasks in other projects? Is there a reason why the "Private Team"...
1 Answer
Greg Van De Mark Last activity on 5/14/2015 10:20:27 AM by Matt Sforza

Question about the IP Address Change and LDAP

I saw in the KB article that we need to keep the old IP address of in our LDAP whitelist. How long after you move to the new IP do we need to keep the old IP?
Jeanine Heming
Application Systems S...
1 Answer
Jeanine Heming Last activity on 5/21/2015 11:01:12 AM by Drake Sigler

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