Adding Multiple Stakeholders in TeamDynamix

Adding multiple stakeholders to a project is crucial for fostering communication and ensuring that all relevant parties are involved in project planning and decision-making. This knowledge-based article provides a step-by-step guide on how to add multiple stakeholders to a project in Team Dynamix.

Quick Links: | Introduction | Accessing the Project | Adding Stakeholders | Reviewing Stakeholders |

Introduction

TeamDynamix allows project managers to assign and manage multiple stakeholders for improved collaboration and accountability. Adding stakeholders ensures all key participants are informed and aligned throughout the project.

Accessing the Project

1. Log in to the TeamDynamix Technician Portal at support.csuchico.edu/TDWorkManagement
2. Make sure you are on the Projects Dashboard.
   • If not, select View Applications at the top, then Projects. 
3. Select Projects from the left navigation panel.
4. Click the project name to open its details.

Adding Stakeholders

1. Within the project details, select the Stakeholders tab.
2. Click Add to open the stakeholder selection window.
3. Search for and select one or more users to add.
4. Assign each stakeholder a role (e.g., Executive Sponsor, SME, Client Rep).
5. Set their RACI level: Responsible, Accountable, Consulted, or Informed.
6. Choose their communication preferences, if applicable.
7. Click Save to confirm changes.

Reviewing Stakeholders

1. Return to the Stakeholders tab.
2. Verify that all stakeholders, roles, and preferences appear correctly.
3. Use Edit or Remove to make adjustments if needed.

Adding stakeholders in TeamDynamix ensures that all contributors are informed, accountable, and engaged in the project process, leading to more successful collaboration and outcomes.

 Help us improve our Knowledge Base! Click Yes or No below, then let us know what worked — or what didn’t. Your feedback helps us improve our content and provide the best possible support.