Popular Articles

This article outlines the different ITIL classifications of items, provides sample use cases, and describes how these different classifications manifest themselves within TeamDynamix.
Download the attached template file which you can use to import User and Customer records into TeamDynamix with. The template will contain all necessary instructions for how to obtain column values for each column.
TeamDynamix Community is TeamDynamix's web site for support and documentation. The Client Portal will let you see the project record that Professional Services uses to track your implementation. This can be used to instruct clients on how to be added to their implementation project.
This article (and its attached document) provides an overview of the TeamDynamix asset sync tool and how it is configured.
This article provides an overview on how percent complete, remaining hours, and estimated at completion (EAC) are specified and/or calculated for tasks and plans.
This article details the differences in functionality between Waterfall and Card Wall plans.
This article explains the browser and OS combinations supported by TeamDynamix, broken down by software version.
A list of IP addresses which host the TeamDynamix SaaS applications and supporting services.
A short walk-through of Self-Registration and how it is used and configured.
This document outlines common use cases for Surveys in TeamDynamix, as well as related permissions and configuration instructions.
This document outlines the ways in which the Client Portal can be configured to have custom content and styling.
This article explains the differences between a ticket's primary responsibility, responsibility, and current responsibility.
There are a handful of scenarios in TeamDynamix which will automatically convert an incoming ticket to a service request. This article will cover each scenario. If you are having trouble getting your tickets to auto-convert to service requests, check that they fit the criteria below.
Suggestions for working with CIs in the Assets/CIs applications of TDNext.