Getting Started with TeamDynamix (TDx)

Summary

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.

Body

Quick Links: | Overview | Client Portal vs. TDWorkManagement | Popular Applications | Ticket View | Related Guides |

Overview

TeamDynamix (TDx) is Chico State’s browser-based service and project management platform, used across campus to handle IT support, service requests, asset tracking, workflows, and reporting.

Note: While this guide outlines general usage, each department may have its own best practices. Please consult with a trained technician in your area when in doubt.

Client Portal vs. TDWorkManagement

Client Portal

You may need to sign in to the Client Portal with your Chico State credentials to view all articles and services. Most services are restricted to Chico State users only. Some articles may be limited due to licensing agreements or internal-use policies.

  • Access the Client Portal at support.csuchico.edu
  • Used by faculty, staff, and students to:
    • Submit service requests
    • Search the Knowledge Base
    • View ticket status
  • Includes a preview of the Status Dashboard
  • View hours for IT Support Services
  • Use the Division of IT CatBot to get help
  • Connect via chat with an IT Support Services technician (only during business hours)

Homepage of the Client Portal
 

TDWorkManagement

Access to TDWorkManagement is limited to users with technician roles. If you are unable to sign in and believe you should have access, check with your department to confirm your permissions. 

  • Access at support.csuchico.edu/TDWorkManagement
  • Used by technicians to:
    • Manage and work on tickets
    • Run saved searches and reports
    • Create and manage tasks
    • Customize dashboards and desktops
  • Includes access to different applications, including IT Services, People, Assets / CIs, Analysis, and CMDB. 

To access different applications in TDWorkManagement, click View Applications at the top of the page.

Preview of the IT Services desktop in TDWork Management
 

Popular Applications in TDWorkManagement

Note: Application availability depends on your role and TDx permissions.

Application toolbar preview

IT Services

The primary application for ticketing and incident management. This is where technicians will do most of their day-to-day work.

  • Create, view, and update tickets
  • Access ticket feeds, status updates, assignments, and workflows
  • Add or complete tasks related to tickets

Related articles:

People

Use the People application to view all TDx users, including technicians, authenticated users, and customers (unauthenticated). Selecting a user lets you see their account details, contact information, and associated tickets and assets.

  • Search users by name, email, or ID
  • View requestor details, including contact info and related tickets
  • Identify linked assets or configuration items

Hardware Assets

Track and manage physical devices like laptops, desktops, and peripherals.

  • Search by asset tag or serial number
  • View procurement information, current or past users, and related tickets
  • Review or update metadata such as model, manufacturer, and device location 

CMDB (Configuration Management Database)

Used to manage software and configuration items (CIs). Includes detailed records for support and lifecycle tracking.

  • Link CIs to tickets, users, and services for better visibility
  • Track licensing details, certificate expirations, and managing departments
  • View responsible users and CI ownership

Analysis

Used for running custom reports, dashboards, and charts to support data-informed decision-making.

  • Build reports on ticketing, asset, or knowledge base data
  • Track SLA compliance, response times, and technician workload
  • Visualize performance trends and export data as needed

Related article:

Ticket View

Each ticket in TDWorkManagement includes multiple tabs and panels that help technicians track progress, assign work, and communicate with requestors.

Preview of different tabs in tickets
 

General

The default tab. Shows ticket title, status, type, service, responsibility, and description. You can update or edit the ticket from this view.

Tasks/Activities

Displays any assigned or completed tasks related to the ticket. Tasks may be ordered or parallel, and can be assigned to different users or groups.

People

Lists all users associated with the ticket, including the requestor and any assigned groups or technicians.

T&E

Allows technicians to log time spent or track expenses. May be used for workload tracking or billing, depending on the group.

My Alerts

Set custom alerts on the ticket to get notified when tasks are completed or statuses are changed.

Assets/CIs

Displays linked hardware or software items, including serial numbers, models, and support details. 

Read By

Lists users who have opened or viewed the ticket. Useful for confirming visibility by assigned groups or requestors.

Related Guides

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Details

Details

Article ID: 7661
Created
Wed 7/15/15 6:09 PM
Modified
Mon 8/18/25 11:03 AM