TeamDynamix - How To Create, Edit, and Use a Ticket Template

Objective

Following these steps will allow you to create a ticket template that can be used by yourself, selected groups, or everyone.

Environment

TeamDynamix

Before You Begin

You will need access to TeamDynamix TDNext.

Steps

Creating a Template

1. From the Desktop, select the Tickets tab or select it from the View Applications in the upper left-hand corner.
2. From the Tickets tab, select the gear icon in the upper right-hand corner to open the menu, then select New Ticket Template.
3. The New Ticket Template window will pop-up. From here, you can enter the information you would like pre-populated in your template.
   • Template Considerations:
     1. Make sure to include a prefix for your group in the Template Name field.
     2. Select the proper Template Visibility:
        1. Selecting Just Me will make your template will only be available to you.
        2. Selecting Only These Groups will allow you to share your template with team members. After selecting this option, you will need to indicate which groups should be able to access this template.
     3. Fields with a red asterisk are required and must have a selection or entry to save the template.
4. Once you have finished completing the necessary fields, select Save.

Editing a Template

1. From the Tickets tab, select the gear icon in the upper right-hand corner to open the menu, and then select My Templates to view a list of templates.
   If you don't see the template, it may be because you are not the Owner of it. If the Owner has left the university, please file a ticket with the Service Management Office for assistance. Templates are owned by individuals and not by teams.
2. Select the name of the template to open it in a pop-up window and select Edit.
3. Select Save.

Using a Template

1. When creating or editing a ticket, select to expand the Template dropdown list and choose which one to apply to the ticket.
   Only templates that are visible to you and use the same classification as the ticket you are modifying will display in the Templates dropdown list (e.g. Service Request templates on Service Request tickets, etc.)
2. Your template will populate all fields except for the Asset/CI field/tab. Please remember to make a selection here before submitting a ticket based on your template.