Overview
In this video, you will learn how to work with desktops within TDNext.
Transcript
In this video, you will learn how to work with desktops. Let's go ahead and get started. The purpose behind a desktop is an informative display tool within TDNext that provides visual insights of key performance indicators, also known as KPIs. Metrics and key data points to monitor the health of the organization's work, as it relates to the user. The TeamDynamix desktop or desktops, are customizable and include or can include numerous modules and reports in a variety of layouts. There are typically two types of desktops or two types of reports. Those are two types that fit what we call, the global level , organizationally wide and application level desktops. As part of this training, we will in particular focus on creating a desktop and then in the end editing a desktop and adding components to it. Let's go ahead and look, into the actual TeamDynamix application. In order to get to desktop, you will need to go to your client environment. right? Or in this instance, your TeamDynamix environment. I'm currently located in the, or using the arrow, to the clientservices.teamdynamix.com Business entity, or environment. This is my main landing page. From here, I'll be going to this left tile called users. This is also known as TD next. There are other tiles here, which we'll explore as we go throughout this training. One of those will be the client portal and then last but not least, the administrators portal. However, let's go ahead and get started with desktops and go back to the user's portal, by go ahead and signing in. It'll prompt you in the next screen. Once signed in, you will see a prompt that looks similar to this. It looks like it's welcoming us to our main desktop. You can see that I'm on the desktop, by hovering over the left hand side. Next to the blue application menu button, is the desktops tab. This is your main landing page, into the TeamDynamix functional side of the application. Which we also call TD next. This is where TeamDynamix's project managers will go into and team members, to either manage projects or manage tasks that are assigned to them by their a quote "Project Manager". As you can see from the screen, I have a sample desktop prepared, as part of this engagement. In just a second, we will create some additional desktops. But this in overall, it'll give you an overview, in terms of the various modules, that are included on this desktop. Such as my feed. A custom project on all projects, that I manage. A custom module with a graph called, current projects by status, And a little counter here called project counts by account and department. There are obviously several other reports, that you can add to your dashboard. And I think this gives you a good overview, in terms of how much you can layout, in one single screen. Let's go ahead and create our own desktop. By selecting the + new desktops button. And I'm gonna call this "TeamDynamixs", or this abbreviated, TDX project management desktop. Be very distinct here. Select save. Now we get to edit our layout. Do we want to keep it in a two tier column, have everything next to each other, or in the background, as you had seen, I had a four tiered column. You can always edit your layout, by selecting the edit layout button and then change it to any of these tiers that you like. In particular, The 50/50 split, is a pretty good one to get started. You can certainly further elaborate, and even add more columns, with additional reports to your single screen. I usually prefer 50/50 split. So I'm just gonna leave it as is. There we go. On the left hand side, you will then need to add available content. This available content is searchable and can be added by, utilizing any of these report folders. These report folders refer back to, TeamDynamix's application within the TeamDynamix's suite. So as you are, you know, having access to even more or less apps, more or less folders will display here. For instance, if I want to add project management related records, all I have to do is go to the project/workspaces tab here, click on the item, And then I get to pick and choose which reports, I would like to add. For instance, I usually like the my projects and workspaces feed. Which will give me an overview, of all the projects that I manage or, partake by grabbing it and dropping it here. You can certainly add additional items. You can use this + icon, on my right column, to display all the issues that I have, maybe across my projects. So maybe I want to keep a closer eye on those. You'll notice that there are several other project reports, all project managed by project manager, Serkan. So I'm going to just add that over here, and then, you know, I'll obviously have a few charts that I can certainly add, right. So on and so forth. Once you've executed and added the reports you would like to have on your desk dashboard or desktop on TDX, select save, exit out of here, give your screen a little refresh, by either using the browser refresh in the upper hand side, or the right hand side refresh within the browser, and then hover over to your right, till you see the desktop dropdown menu. And if you were looking closer, here is our desktop called TDX project management desktop. So let's take a look at what we created today. Selected and here it is. Here is a very very high level project management dashboard, with not too much content as you can see here. But any point in time, you can certainly drag and drop and you can realign these reports as needed, by holding down the header icon. Just gonna move some things over here. This item over there. You know, by not even having to go anywhere else, I can just use the or make edits as needed. For instance, if I feel like the projects workspace suite is too busy for me and I no longer wish to see it, instead of editing the desktop, you can just remove it right here. Done. But in instances where, you might want to pull a new report to this particular desktop, all you have to do is go back up here to edit desktop. There we go. And then go back to let's say the projects and workspaces folder, And now you could for instance, add the announcements report, you can add several other reports which exists here. You could also add reports from the analysis app. Which is the ultimate or, global reporting app, that will pull reports from anywhere TDX. Whether it's project management related. Whether it's reports related to other people's projects, right time entered, so on and so forth. You can certainly pull a lot of different reports from the single source called analysis. Save, and then exit out of here. Let's take a look at the changes that we've made. Obviously we don't have any announcements made yet, across our projects, but we do have this all projects report, for Serkan, our project manager here. Now, as you can see here, this is the main desktop, but you can certainly have multiple desktops. For instance, you could have a PMO desktop, with some PMO related data. You could have a technician ticket desktop, right? As you're maybe also acting as a technician in your organization. So depending on the view that you would like to get, there are certainly many ways to look at TDX. I like my main welcome screen here, because it includes project management and ticketing data, in one screen, but you can certainly add more or less content as you desire.