How to Use TeamDynamix

Articles explaining various features of the new system and how to best take advantage of them.

Articles (20)

Pinned Article TeamDynamix - Recommended Way to Search for Knowledge Articles

The recommended way to search for Knowledge Articles in the Knowledge Base is to use the search field in the top-right of the Client Portal.

Pinned Article TeamDynamix - Summary of Changes for Release 11.8

Summary of upcoming changes with the new release of TeamDynamix.

TeamDyanimix - How Full Search Prioritizes Results in the Client Portal and Knowledge Base

TeamDynamix weights searches based on several criteria, which are described in this article.

TeamDynamix - Guidelines for Using Tags in Knowledge Articles

Details about tags in the Knowledge Base and how they should be used.

TeamDynamix - How Articles are Ordered Within Categories in the Knowledge Base

Articles are ordered first by article type, then by the device / OS at issue, then alphabetically within those groups.

TeamDynamix - Operators Available to Modify Full Searches in the Client Portal and Knowledge Base

TeamDynamix allows certain operators to modify searches and refine results from the Client Portal and Knowledge Base. This article covers what is available for the Full Search option.

TeamDynamix - Style Guide for Knowledge Articles

This article gives guidance to how knowledge articles should be structured and written in the TeamDynamix Knowledge Base.

TeamDynamix - Support Group Standards

Standards for how Support Groups should be structured in TeamDynamix.

TeamDynamix - Using Templates in Knowledge Articles

What templates are available to use in Knowledge Articles and how are they used?

TeamDynamix - Using the Briefcase

The Briefcase gives project team members the ability to add and share files and folders. Specifically, the briefcase allows for files to be uploaded to relative projects, portfolios, etc. without needing to create a ticket. By uploading to a project briefcase, for example, it become obvious the file is related to said project.

TeamDynamix - What is the Review Process for Articles in the Knowledge Base?

All articles are subject to a six month review period.

TeamDynamix (TDX) - Ignore List for Emails Received into TeamDynamix

Emails sent with any of the conditions listed in this article will be prevented from creating a ticket in TeamDynamix. This is meant to sanitize inputs and prevent competing auto-replies from creating infinite loops in processing.

How To Edit Time on a TeamDynamix Ticket

Following these steps will update the time entered on a ticket in the TeamDynamix system.

How to Request Adding a New Configuration Item to TeamDynamix

Following these steps will submit a request to add a new Configuration Item to TeamDynamix

How to Select the Category for a Knowledge Article (TeamDynamix)

Following the steps in this article will determine the category where a new knowledge article should be created.

TeamDynamix - How to Archive a Knowledge Article

When no longer needed, articles are archived to removed them from active view. They still remain in the system, but will not be broadly accessible to customers.

TeamDynamix - How To Create a Knowledge Article

This will guide you through the process of creating a new knowledge article in MSU IT's TeamDynamix system.

TeamDynamix (TDX) - How To Create a Ticket

Step-by-step Instructions of creating tickets in TeamDynamix