Summary
This article explains how to set up an Application Level Dashboard for use in a TDx ticketing or other application, e.g. ESM, Change Enablement, or Projects. A TeamDynamix application dashboard is an area where reports or "queues" can be viewed and monitored. The dashboard also serves as a way to view and organize work in TeamDynamix. This article is for technicians working in TDx Work Management.
Overview
This article will only focus on how to set up an Application Level Dashboard, enabling users to create customized views of their Work Management data. You can build dashboards by combining out-of-the-box widgets with custom reports.
- Application Level Dashboards can pull information from within that specific application only. View these dashboards by opening any individual Application tab.
- Platform Level Dashboards can pull information from anywhere in Work Management. View these dashboards under the " Home" tab at the top left in TDx Work Management.
- Note: Your Desktop app with its desktops from prior versions of TDNext, if you had any, was migrated to the " Home" tab on May 31, 2025.
This article does not address platform level dashboards. See the TeamDynamix support article on Creating and Managing Dashboards (free sign-in required) for more information on both types of dashboards.
What's New with Dashboards
With the new TDx Work Management user interface, introduced at USNH on May 31, 2025, "Desktops" are replaced by "Dashboards" with some additional functionality.
- New Dashboard Editor and Dashboard Layouts
- Dashboards allow multiple "rows", each with its own layout configuration.
- Each row can have multiple report "widgets" within each section of its layout.
- New out of the box widgets are available for a number of items that did not have them before.
- New Dynamic dashboard widgets allow filtering, sorting, grouping and customizing columns directly from the user's dashboard, without editing the underlying report.
This gives much greater flexibility for how widgets and custom reports display on each dashboard.
See more details in the TeamDynamix support article (free sign-in required) - Version 12.0 Release Notes: TeamDynamix Dashboards
How-To
Task: To Customize your Application Level Dashboard.
Instructions
Step 1 - In TDx Work Management , click "View Applications" then select an application, e.g. ESM, Change Enablement, or Projects.
Step 2 - Click on " Edit Dashboard" in the top menu bar.
Step 3 - This will take you to the Edit Dashboard page. By default, dashboards start with only one row in the "50% | 50%" layout.
Step 4 - On the Edit Dashboard page, you can:
- Change row layout by clicking the " Change Row Layout" icon.
- Add a new row by clicking the " Add Row" icon.
Step 5 - For Rows & Layout, select the desired settings. If you are unsure, we recommend:
- Row 1: 50% | 50% layout
- Row 2: 100% layout
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Step 6 - Add widgets (Reports) by clicking "Add Widget".
- Only reports & widgets from the TDx Application you are in will appear in the list.
- 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.
Step 7 - Search and select your widgets.
Step 8 - Once you add a widget, you will see more options to adjust the layout:
- Plus Symbol (above and below) - Add a new widget above or below the current one
- Up Arrows - Move the widget up
- Down Arrows - Move the widget down
- Remove Widget - Remove the widget from the dashboard layout. It can be added again later, if desired.
- View Report Details - See additional details about this report.
Recommended Dashboard Reports
These recommended reports are applicable to the ESM and HR Secured applications. They are all listed under your ticketing application's Standard Reports, e.g. ESM Standard Reports:
- My Assigned Tickets - This report shows all opened tickets assigned to me (the person running the report)
- My On Hold Tickets - This report displays 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 displays any tickets assigned to my group(s), but not yet to any individual person. In general, this is where new tickets will appear for any groups to which I belong.
- My Account Request Tasks (ESM Only) - This report displays account request tickets where the current step is assigned to any group to which I belong.
- All Unresolved Tickets for My Group - This report shows all new, open, in progress, or on hold/pending/waiting on customer tickets for any group to which I belong, regardless of whether the tickets are assigned to an individual person or not (unassigned).
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Step 9 (Optional) - Click the "Gear" icon in the Edit Dashboard menu bar to modify the Auto-Refresh settings.
- Turn on Auto-Refresh to automatically refresh Dashboard data every 60 seconds.
- Leave Auto-Refresh disabled if you prefer to manually Refresh dashboard data by clicking "Refresh" at the right end of the top menu bar.
Step 10 - When complete, click "Save",
Step 11 - Click "Refresh" on the top right of your dashboard to manually refresh dashboard data in all reports at once.
Notes:
- When viewing a dashboard, click the black "information (i) icon" to see report details of any custom report. This will show you what filters were applied to select items to display, and the sort order (column ordering) of the results.
- There is no information icon for TeamDynamix out of the box dynamic widgets.
- Use the "Refresh" icon on any individual report to manually update the data in that report only.
Outcome
You should be able to customize your application level dashboard to fit your specific needs.
Further Readings
TeamDynamix: Searching for Tickets and Saving Searches
TeamDynamix Support Articles (free sign-in required)
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