This article covers the steps required for you to make an approval decision on an account request that you received in an email notification from the Account Management System (AMS).

Links to PDF of TeamDynamix Basic Navigation and Ticketing Reference Manual v11.7 by the Project Management Office.

Video tutorial and help links for setting up a desktop (also referred to as a dashboard) in TeamDynamix.

How to create a Problem Ticket in TeamDynamix

This article details how to create and save a ticket without entering time.

Whether a customer emails, chats, calls, or walks in, it is good practice to always create a ticket in TeamDynamix. This article explains why and how.
This article also contains a video eplanation.

This article details how the email reply service process works in TeamDynamix.

This article details how to turn on automatic desktop refresh in TeamDynamix.

This article details the file types permitted as attachments and the size limites for attachments in TeamDynamix.

This article details how to filter to view closed tickets in TeamDynamix.

This article has instructions for how a technician in TeamDynamix can search to find a TDx ticket from a ticket number provided through the Collegis ticketing system.

How to move a TeamDynamix ticket to a separate ticketing application.

TeamDynamix: Navigating between Client Portal and TDNext

This article explains which ticket status to select in a ticket to properly reflect its current status.

This article details how to save a pasted email in the ticket comment feed with a workaround for when the pasted email won't save.

This article links to introductory information on working with ticket templates in TeamDynamix

This article details how to view and search your ticket request(s) in the Client Portal.