Training materials and tutorials for TDWorkManagement users (student technicians, technicians, supervisors, etc.).

Articles (5)

Pinned Article Getting Started with TeamDynamix (TDx)

This article will introduce new users to TeamDynamix at Chico State, explain the difference between the Client Portal and TDWorkManagement, highlight key applications, and link to related how-to guides.

Adding New Contacts to TeamDynamix

This article will guide users through adding a new person to TeamDynamix either from the People tab or within a service request, including the required and optional contact details needed.

Creating Tickets in TeamDynamix

This article will walk technicians through the process of creating a new ticket in TDWorkManagement, including required fields, service selection, and assignment details.

Managing Existing Tickets in TeamDynamix

This article will guide technicians through managing existing tickets in TDWorkManagement, including updates, assignments, workflows, editing, and visibility of comments.

Reports, Queues, and Dashboards in TeamDynamix

This article will explain how to build reports (queues), display them on your TDx dashboard, and use the Analysis app to track work across services, groups, or statuses.