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Summary
This article explains how to build your own dashboard for reviewing Knowledge Base (KB) articles in the TeamDynamix Work Management platform using "KB Dashboard (ESM)" reports. These reports are available to everyone in the ESM Ticketing App in TDNext (Work Management).
How-To
Task: Build your own Dashboard for reviewing KB articles
Instructions
Step 1 - In TDx Work Management , click the " Home" tab at the upper left to view your platform level dashboards.
Step 2 - Click "New Dashboard" in the upper right.
Step 3 - Give the dashboard a Name (e.g. "KB Article Review" or "KB Dashboard"). Optionally add a Description to provide more information about the dashboard.
Step 4 - Click Save to create the dashboard. It will be blank and you will land on the Edit dashboard screen.
Step 5 - Click "Add Widget" and search for one of the KB Dashboard (ESM) reports by name. The available reports are:
- Approved Articles with Pending Draft
- KB Feedback (past 2 months)
- New Public KB Articles (past 3 months)
- Popular Public Articles (Read By >300 Individuals)
- Public Articles Due for Review Last Month
- Public Articles Due for Review This Month
- Public Articles Missing Review Date
- Public Articles Modified (past 2 weeks)
- Public Articles Overdue for Review
- Public Articles Review Date Chart
- Submitted Articles - not yet published
Step 6 - Click on the report tile for the report you want to use in that location.
Step 7 - Continue adding, rearranging, or removing widgets and dashboard rows until you have the dashboard layout you find useful to review the KB Articles you manage. For full instructions, see this TeamDynamix support article on Creating and Managing Dashboards .
Example - This is one possible layout for a dashboard named "KB Dashboard (ESM)":
Click for full-size image
Step 8 - Click Save in the upper right.
Outcome
You have a dashboard with KB related reports arranged how you want.
- You can re-arrange the dashboard layout any time by clicking the "Edit Dashboard" link in the upper right.
- You can refresh the dashboard manually by clicking the "Refresh" link in the upper right, or you can set the dashboard to refresh automatically every few minutes using the steps in the next task.
Task: Enable auto-refresh for a dashboard
Instructions
Step 1 - Open your dashboard on the " Home" tab in TDx Work Management .
Step 2 - Click Edit Dashboard in the upper right of the dashboard.
Step 3 - Click on the "gear icon" in the upper right to edit dashboard settings.
Step 4 - Check the box by Auto-Refresh and click Save on the Dashboard Settings window.
Step 5 - Click Save in the upper right to save the dashboard.
Outcome
Your dashboard will refresh automatically every few minutes.
Further Readings
TeamDynamix: Configuring an Application Dashboard
USNH TDx Work Management
Creating and Managing Dashboards - TeamDynamix support article
Need additional help?
Visit the TDx Knowledge Base (KB) category in the Knowledge Base.
To request service, report an issue, ask questions, or request training, submit a TeamDynamix Application Administration ticket - use the Request TeamDynamix Service button then choose Request Type Knowledge Base request.
Visit the Technology Help Desk Support page to locate your local campus contact information or to submit an online technology support request. For password issues you must call or visit the Help Desk in person.