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

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Objective

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

Environment

TeamDynamix (Admin Version 16)

Before You Begin

N/A

Steps

  1. Navigate to the Client Portal
  2. Select the dropdown menu next to the search field in the top-right corner and choose Service Catalog
  3. Type the name of the CI that the article content is about
  4. Select the name of the CI to go to its Service Catalog page
  5. The breadcrumbs at the top of the page will show the category the CI belongs to (in the screenshot below, the category for D2L is Teaching and Learning / Learning Management).
    Screenshot
  6. You're done! The category of the CI is the category the article should use.

Additional Info

The service catalog category is also displayed if you hover over the search result while typing in the search field. D2L is used as an example in the screenshot below:

Screenshot

Details

Article ID: 759
Created
Wed 3/8/23 11:02 AM
Modified
Thu 12/28/23 2:03 PM

Related Services / Offerings (1)

TeamDynamix is a SaaS Cloud solution that brings ITSM, ESM & Project Portfolio Management (PPM) together with iPaaS.