TeamDynamix: Configuring an Application Desktop

Summary

The TeamDynamix application desktop is an area where reports or "queues" can be viewed and monitored. The desktop area serves as a dashboard to view and organize work in TeamDynamix. 

This short tutorial explains the difference between the Main TeamDynamix Desktop and the Application Desktop and steps through the basic desktop setup process.  

For written instructions, scroll down below the video.

 

Overview

This article explains how to set up the Application Level Desktop. The TeamDynamix Application Desktop is an area where reports or "queues" can be viewed and monitored. The desktop area serves as a dashboard to view and organize work in TeamDynamix. 

This article explains the difference between the Main TeamDynamix Desktop and the Application Desktop and steps through the basic desktop setup process. 

 

Application Level Desktop & Main Desktop

The application level desktop can be accessed by clicking on the "Desktop" link at the top of the left pane when in any TeamDynamix ticketing application.  The main desktop can be selected by clicking on the waffle icon.   When the main desktop is selected, a "Desktop" tab will show at the top of the screen. 

This article does not address the main desktop. See additional resources at the end of this article for a link to more information about the main desktop.

Uploaded Image (Thumbnail)Click for full-size image

 

Instructions

Step 1 - In TeamDynamix, go to the waffle (Applications) menu and select your ticketing application.

Step 2 - Click on the Desktop link on the top of the left pane. (see image above)

Step 3 - Click on Edit [your ticketing application] Desktop

Step 4 - Click the Edit Layout link

Step 5 - For View, select the desired layout.  The one below is recommended if unsure.

  Uploaded Image (Thumbnail)

 

 

 

Click for full-size image

 

Step 6 - Drag Reports from the [your ticketing application] (e.g. ESM) list on the left into the columns shown below. Learn more about these queues further below.

  • Report access varies based on the permissions set for each user.
  • Reports are also referred to as "queues" because they are used to monitor incoming work and manage tickets.

Note: Reach out to the TeamDynamix Application Administrator for more information on creating custom reports, requesting custom reports, or to request training on how to create custom reports.

Here are some recommended reports to get started (applicable to ESM and HR Secured applications). All of them are listed under [your ticketing application] Standard Reports:

  • My Assigned Tickets - This report shows all opened tickets assigned to me
  • My On Hold Tickets - This report will display any tickets assigned to me which I have placed on hold
  • My Assigned Tasks - This report shows all open ticket tasks assigned to me
  • My Groups' Unassigned Tickets - This report will display any tickets assigned to my group, but not yet to any individual.  In general, this is where new tickets will appear for any groups for which I belong.
  • My Account Request Tasks (ESM Only) - This report will display account request tickets where the current step is assigned to any group for which I belong.
  • All Unresolved Tickets for My Group - This report will show all tickets which are new, open, in progress, or on hold for any group for which I belong, regardless of whether they are assigned or unassigned

Sample ESM Desktop

 

Step 7 - When complete, click Save and close the window.

Step 8 - Click Refresh on the top left of your desktop to see the result.

 

Further Readings

TeamDynamix: Searching for Tickets and Saving Searches

Getting Started with TeamDynamix Desktops 

Designing Technician Dashboards: Reports, Data, and Widgets 

 

Need additional help?

Visit the TeamDynamix area in the Knowledge Base

To request service, report an issue, ask questions, or request training, submit a TeamDynamix Application Administration Support Request 

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