Articles (20)

TeamDynamix: Assigning a Ticket to a Responsible Group or Person

This article explains how to assign a TeamDynamix Ticket to a new Responsible Group or individual person, including tips & tricks for how to find a group if you know a person and how to see what people are in a group. This article is for TDx Technician users of Work Management (TDNext).

TeamDynamix: Basic Navigation & Ticketing Reference Manual

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

TeamDynamix: Configuring an Application Desktop

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

TeamDynamix: Creating a Problem Ticket

How to create a Problem Ticket in TeamDynamix

TeamDynamix: Creating a Ticket and Selecting Save - Explanation of Prompt to add Time

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

TeamDynamix: Creating tickets from customer interactions

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.

TeamDynamix: Email Reply Service Processing

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

TeamDynamix: Enabling Automatic Desktop Refresh

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

TeamDynamix: File Types & Sizes Permitted as Attachments

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

TeamDynamix: Filtering to View Closed Tickets

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

TeamDynamix: Finding a TDx Ticket from a Collegis Ticket Number

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.

TeamDynamix: Making a Workflow Approval Decision in the Client Portal

This article covers the steps required for you to take action on a workflow approval or choice step on a request that you received in an email notification from TeamDynamix or the Account Management System (AMS).

TeamDynamix: Moving tickets to another ticketing application

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

TeamDynamix: Navigating between Client Portal and TDNext

TeamDynamix: Navigating between Client Portal and TDNext

TeamDynamix: Ticket Status Definitions

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

TeamDynamix: Troubleshooting Pasting Emails in the Ticket Comment Feed

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.

TeamDynamix: Using & Requesting Response Templates

This article explains what ticket response templates are, how to use them, and how to request new ones. This article is for support technician users of TeamDynamix ticketing applications.

TeamDynamix: Using Ticket Templates

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

TeamDynamix: Viewing and Searching Your Ticket Request(s) in the Client Portal

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