TeamDynamix Dashboard Setup Guide

Dashboards in TeamDynamix help you quickly view tickets, assignments, and metrics relevant to your role.

Purpose

TeamDynamix dashboards allow you to easily view tickets, assignments, and metrics that matter to your role. Each technician can personalize their dashboard to track workload, priorities, and performance.

Step 1: Access TeamDynamix

1. Visit your TeamDynamix URL https://services.sjeccd.edu/TDWorkManagement/

2. Log in using your district credentials.

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Step 2: Open the Dashboard Module

1. In the left navigation, click “Home”.

2. Choose “+ New Dashboard.” 

 

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Step 3: Create and Name Your Dashboard

1. Type a Dashboard Name (e.g., “Help Desk – My Tickets” or “Daily Support Overview”).

2. Include a brief description to clarify its purpose.

3. Select Public (to share with your team), set it as your default Dashboard, and enable Auto-Refresh.

4. Click Save.

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Step 4: Add Dashboard Components (Widgets)

Dashboards consist of widgets that show real-time data.
To add widgets:

1. Add Report Widgets:

2. Click Add Widget → Report and choose reports like:

• My Assigned Tickets

• Open Tickets by Status

• Tickets Closed This Month

 

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Step 5: Adjust Dashboard Layout

1. Use the Layout button to select from:

   • 1-column view (simpler, wider layout)

   • 2-column view (balanced design)

   • 3-column view (for advanced users with many widgets)

2. Drag widgets to position your most-used items at the top.

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Step 6: Set as Default 

To make your new dashboard the first one you see when logging in:

1. Go to Manage Dashboards.

2. Click the Set next to your preferred dashboard.

Here's a video: https://learn.teamdynamix.com/TDClient/129/ITPortal/KB/?CategoryID=189