TeamDynamix - Training Resources

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Welcome

This page is your central hub for TeamDynamix (TDX) training materials such as videos, knowledge bases, helpful links, and more.

If you have any questions or see something missing, Please submit a request here (link).

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What is TeamDynamix?

TeamDynamix (TDX) is a web-based platform that provides service management, asset management, and project management capabilities. TeamDynamix supports IT management and functions, and has capabilities that provide general customer support or management of non-IT functions, like facilities and human resources, too.

The U-M agreement with TeamDynamix provides for unlimited, enterprise licensing and robust multi-tenant capabilities. Under this model, ITS pays for enterprise user licenses and is the global administrator for the service.

TeamDynamix login:  https://byuh.teamdynamix.com

TeamDynamix uses

  • Central ticketing repository and processing of user requests
  • Setting up workflow, tracking approvals, and assisting in automating processes
  • Delivering knowledge for supporting customers
  • Managing IT services:
    • Resolve incidents
    • Identify and solve problems
    • Handle changes to the computing environment
    • Manage IT assets and contracts
  • Project Portfolio Management (PPM):
    • Project classifications and reporting
    • Create and manage project plans (milestones, tasks, cardwall)
    • Status reporting
    • Team collaboration and task assignments
    • Resource management
    • Time tracking


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Speaking the TeamDynamix Language

Below you'll find an overview of the application names and key terms introduced with TeamDynamix. For a more comprehensive glossary of terms, please visit the TeamDynamix Glossary of Terms (link).

Applications in TeamDynamix

TeamDynamix is comprised of multiple applications. Familiarize yourself with the names of the applications listed below to help you navigate the new tool:

  • TDNext (link) - TDNext is the suite of applications for licensed users. You can think of this as the 'Analyst Portal' where you would access the applications listed below.
    • Desktop - A collection of delivered modules and custom reports to give a snapshot view of current activity in TeamDynamix. In CA Service Desk, you may have called this a Scoreboard or Queue.
    • Tickets - Allow users to track transactions about services an area provides. This application includes tickets of each classification (incident, service request, change, etc.).
    • Assets/CI - Allows users to easily add and categorize assets, configuration items, vendors, contracts, and locations.
  • TDClient (Client Portal) (link) - The end user interface accessible by all users where they can submit tickets, read knowledge articles, or browse the service catalog.
  • TDAdmin - Administrative setup interface used to configure TeamDynamix..

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TeamDynamix Technician Training Videos

Part 1: Finding and Organizing your work in TeamDynamix

Accessing TeamDynamix Interfaces - Video
Visualizing Information With Desktop - Video
Using TD Next - Video
Creating and Editing Desktops  - Video

Part 2: Using the Ticketing Application

Ticketing Application Overview - Video
Searching and Filtering Tickets  - Video
Forms and Ticket Classifications  - Video
Creating Tickets in TDNext - Video
Ticket Anatomy - Video
Common Ticket Activities  - Video
Explaining the Action Button in a Ticket  - Video
Working with the Ticket Tasks  - Video
Working with the Ticket Workflows  - Video

Part 3: Using the Client Portal

Client Portal Overview  - Video
Using the Service Catalog  - Video
Using the Knowledge Base  - Video
Contributing to the knowledge base  - Video

Part 4: Reporting

Reporting Overview - Video
Understanding the Sections of a Report - Video
Creating a Ticket Report - Video
Creating a Ticket Task Report - Video

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