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.
- Work Management Toolbar and Tabs Toolbar are persistent across most pages
- Applications Menu is now part of the Work Management Toolbar.
- Tabs reopen automatically from your last session.
- Current Tabs Menu allows viewing and closing all open tabs.
Finding & Organizing Work
- My Work retains the same functionality; only toolbar item positions have changed.
- Ticket Search:
- Filter button moved to the toolbar and opens in a new window.
- New Jump To menu for quick filter navigation.
- 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:
- After you’ve filtered a search the way you like, click + New Saved Search.
- Enter the name you’d like to Save As.
- (Optional) Enable Show In Navigator to see it in the navigation menu.
- Click Save.
- 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.
Setting Default Dashboard:
- Set from the Manage Dashboards page on the homepage.
Ticketing Application Dashboard:
- Limited to widgets from the ticketing application.
- Access via View Applications > Ticketing App > Edit Dashboard.
