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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.
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 IT [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.
Step 6 - Drag Reports from the IT Service Management 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.
Here are some recommended reports to get started.
- All Open Tickets for My Groups - This report will show all tickets which are new, open, or in progress for any group for which I belong, regardless of whether they are assigned or unassigned
- My Assigned Tasks - This report shows all open ticket tasks assigned to me
- My Assigned Tickets - This report shows all opened tickets assigned to me
- My Groups' Assigned Tickets - This report shows all tickets assigned to my group which are not cancelled or closed
- 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 show up for any groups for which I belong.
- My On Hold Tickets - This report will display any tickets assigned to me which I have placed on hold
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.
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.
For more information about configuring desktops, here are some additional resources:
Getting Started with TeamDynamix Desktops
Designing Technician Dashboards: Reports, Data, and Widgets
USNH TeamDynamix questions, support, and training
Search and Saving Searches in TeamDynamix