TeamDynamix Training Videos

Summary

Training videos for Working in TeamDynamix, Using Ticketing, Ticket Reporting and Client Portal Overview

Body

Question

What training is avaialbe for TeamDynamaix Ticketing and Client Portal

Answer

Welcome to Technician Training! This training is composed of a series of videos, each of which explain a key aspect of the technician experience in TeamDynamix. In each video, we will cover a particular topic. You can watch the videos in any order, but we suggest breaking the training up into five parts, and viewing the videos in the order outlined below.

Part 1: Finding and Organizing Your Work 

  1. Accessing TeamDynamix Interfaces
  2. Using Work Management (TDNext)
  3. Visualizing Information with Dashboards
  4. Creating and Editing Dashboards
  5. Using the My Work Application

Part 2: Using the Ticketing Application 

  1. Ticketing Application Overview
  2. Searching and Filtering Tickets
  3. Forms and Ticket Classifications
  4. Creating Tickets in Work Management
  5. Ticket Anatomy
  6. Common Ticket Activities
  7. Explaining the Actions Button in a Ticket
  8. Working with Ticket Tasks
  9. Working with Ticket Workflows

Part 3: Using the Client Portal 

  1. Client Portal Overview
  2. Using the Service Catalog
  3. Using the Knowledge Base

Part 4: Reporting

  1. Introduction
  2. Sections of a Report
  3. Ticket Reports

Part 5: The Mobile App

  1. The TeamDynamix Mobile App

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Details

Details

Article ID: 9310
Created
Wed 9/25/24 11:48 AM
Modified
Fri 5/16/25 12:42 PM
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