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Workspaces and On Hold Tickets

I have a ticket rule in my Workspace that looks for Prim Resp is one of (Myself) and Status Class is one of New, In Process, or On Hold. However, the On Hold status class tickets are not showing up in my workspace at all. I have report...
1 Answer
Mariah Rible Last activity on 7/31/2023 2:39:37 PM by Mark Sayers

Workspace item age needs

For a particular Workspace, we Ido not want to bring in anything older than a year. The idea is that the workspaces always show the tickets and tasks for the current year and that way everything is automatic from year to year. New items get...
1 Answer
Anna-Liisa Breit Last activity on 6/22/2023 11:33:44 AM by Mark Sayers

Workspace rules/items

Is there a way to delete rules in Workspaces? Is there a way to delete items that accidentally got picked up by a rule?
1 Answer
Gabriela Barragan Last activity on 10/7/2022 12:53:35 PM by Mark Sayers

Deleting a Workspace Rule

Can a workspace rule be deleted from the workspace view? I don't see this option in the workspace settings view or while editing a rule.
1 Answer
Jordan Leaman Last activity on 9/22/2022 11:22:27 AM by Mark Sayers

Deactivating Workspaces

If a workspace is deactivated, can you still access files that had been added to the workspace? Does the file need to be associated with a risk or issue in order to still be accessed, or can all files that were uploaded to the workspace when it w...
1 Answer
Jacy Porter Last activity on 5/17/2022 1:12:56 PM by Mark Sayers

Workspace for Clients and TDNext Users

Is it possible to have a workspace where client and TDNext users can submit issues? Right now it looks like only TDNext users can create items in workspaces, in my environment.
1 Answer
Thomas Stockwell Last activity on 5/3/2019 2:32:40 PM by Serkan Ozsoy

Ticket Types and Workspaces

When I create a new Workspace, I can associate Ticket Types with it. Similarly, whe I create a new Ticket Type, I can associate Workspace with it. What is the purpose for this association? Can I open a particular Workspace and see all tickets of ...
1 Answer
Bodek Frak Last activity on 6/24/2016 10:12:53 AM by Jason Ehmann



We were wondering if there is a way to prevent users from creating workspaces? Currently workspaces are not being used and we would like to block users from creating them.
Thank you.
1 Answer
Jeff Ellington Last activity on 1/11/2016 11:50:13 AM by Mark Sayers

Is There a Way To Copy a Workspace Including Issues?

We have a department who use workspaces quite heavily, and they have the same issues for each workspace. Is there a way to copy a workspace and include the issues with the workspace?
Jeanine Heming
Kennesaw State University
1 Answer
Jeanine Heming Last activity on 12/8/2015 9:47:03 AM by Mark Sayers

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

Question about removing user from workspace

I have a single "operations" workspace where I allocate 50% of available time for all employees. I am trying to determine the best way to handle employees who leave. Ideally, I would like to remove them from the workspace, but the optio...
1 Answer
Ken McCrery Last activity on 10/31/2014 2:13:43 PM by Drake Sigler

When adding members to a Workspace what are Resource Pools supposed to help with?

I am setting up a new Workspace. On the "Members" tab there is the field "Resource Pool" with a look-up. If you select a resource pool, there doesn't appear to be any actions that you can do with it. I'm probably missing somet...
2 Answers
Nancy Fisher Last activity on 10/21/2014 4:41:43 PM by Nancy Fisher

Creating a workspace


I apologize for the simple question, but I'm starting to work with Workspaces and can't seem to find where to create a new workspace. Can you direct me to the right place?
1 Answer
Christopher Muller Last activity on 9/11/2014 5:26:00 PM by Drake Sigler