Signing in to TeamDynamix
Creating a Dashboard in TDX
Modifying a Dashboard in TDX
Managing Dashboard in TDX
After signing in to the TDX Client Portal, click your name in the upper right corner and click TDNext.
This will take you to your default TDX dashboard.
Return to top.
Click on the +New Dashboard button at the top of your page. This button will only be available on the TDX site.
If you are using the App and have not made or been assigned a dashboard, you will see something like this.
After clicking that, the screen to name your Dashboard will appear. You can name it what works best for you. (For example, John's Dashboard, Greg's Dashboard, etc.)
You will see the page letting you edit what you see on the desktop.
Return to top.
There will be plenty of choices for you when you start to edit your TDX Dashboard. Click on the small circle on the right, and you can edit the layout of your first row. Then, on the left side, click the circle, and it will let you add new rows, and you will see a variety of different layout options to choose from.
Click on the Add Widget to choose what you would like to see in each of the sections on the layout.
You will see a list of Widgets that you can choose from. On the left side, you will see what widget sections you have access to. Choose whatever widget you would like to add to your Dashboard to view.
After adding a widget to your layout, you will be able to add more to the same row by clicking the "+" button above or below on the widget you previously added. After adding multiple widgets, if you don't like the layout, you can click and drag the widget to where you want. After putting the widgets where you want them, click save to finish making the dashboard.
After returning to your TDX Page, it will already be on your newly created Dashboard. To see the list of Dashboards on your page, click on the name of your current Dashboard.
If you would like to edit the dashboard in the future, click on the Edit Dashboard button, and it will let you edit the desktop that you are currently in.
Return to top.
To manage your TDX Dashboard, click on the Manage Dashboards button. (next to the new dashboard button)
The picture below shows you what it looks like when you open the Manage Dashboard. You can see an entire list of your desktops on your account. You can set your default Dashboard and delete Dashboards that you would no longer use. (Only if system administrators do not manage it)
Return to top.