New TeamDynamix (TDNext) Version 12

Overview

The TeamDynamix technician user interface has been updated with a fresh look, enhanced navigation that minimizes pop-ups, and better dashboards system.

Audience

Users with TDNext System

What to Expect with New Interface?

Navigation Updates

  • Tickets now open in a side-panel view instead of a new window with options to open in a platform or browser tab.

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  • Work Management Toolbar and Tabs Toolbar are persistent across most pages

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  • Applications Menu is now part of the Work Management Toolbar.

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  • Tabs reopen automatically from your last session.

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  • Current Tabs Menu allows viewing and closing all open tabs.

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Finding & Organizing Work

  • My Work retains the same functionality; only toolbar item positions have changed.

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  • Ticket Search:
    • Filter button moved to the toolbar and opens in a new window.
    • New Jump To menu for quick filter navigation.

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  • Saving Searches:  Save with a name, optionally show in navigator or edit by selecting, modifying filters, and overwriting.
    • To save a search in the new interface:
      1. After you’ve filtered a search the way you like, click + New Saved Search.
      2. Enter the name you’d like to Save As.
      3. (Optional) Enable Show In Navigator to see it in the navigation menu.
      4. Click Save.

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  • Customizing Navigation Menu:
    • Use “Edit Saved Searches” to toggle visibility in the navigator.

Dashboards

  • Replaces “Desktops” with more flexible, user-friendly 'Dashboards"
    • Dashboards can have multiple rows
    • Rows have their own layout options
    • The widget selector shows more information
  • Dynamic Widgets now support filtering, sorting, grouping, and column customization.

Creating & Editing Dashboards:

  • Click + New Dashboard, name it, and customize layout and widgets.
  • Dashboards support multiple rows and flexible layouts.

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Setting Default Dashboard:

  • Set from the Manage Dashboards page on the homepage.

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Ticketing Application Dashboard:

  • Limited to widgets from the ticketing application.
  • Access via View Applications > Ticketing App > Edit Dashboard.

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