About
A Desktop is an information display tool within TDNext that provides visual insights of key performance indicators (KPI), metrics and key data points to monitor the health of the organization’s work as it relates to the user. The TeamDynamix Desktops are customizable and can include numerous modules and reports in a variety of layouts.
There are two types of Desktops in the TeamDynamix system, the main Desktop, and the application-level Desktop. The main Desktop is what appears when you initially log into TDNext, and you can add content modules or custom reports from any of the applications you have access to. The application-level Desktop is accessible from within an application, and the only modules or custom reports available are relevant to that application. For example, a personalized Desktop could include a custom "Ticket Report" displaying tickets you or your team are responsible for.
Setting Up the Desktop
These instructions apply to both the main Desktop and the application Desktops unless otherwise noted.
To customize the layout of the modules displayed in each Desktop:
- Log into TDNext and view the main Desktop - or - Log into TDNext and click the Applications Menu (checkerboard icon), then click the desired application.
- Click the Edit Desktop or Edit [Application Name] Desktop button.
- Click the Edit Layout button and select a layout diagram representing the way you’d like your Desktop to appear.
- From the Available Content pane, drag content modules or custom reports to the columns. Drag and drop modules within the columns to rearrange them.
Editing the Desktop from the GUI
The following changes can be made when viewing the Desktops without clicking Edit Desktop.
To rearrange modules:
- With a Desktop open, hover over the header of a module until the cursor turns to the move icon (a plus with arrows at the ends).
- Click and drag the module header to a new location.
Standard modules have settings that can be changed and display a gear icon on the right side of the header. Click the icon to update some of the widget content parameters, then click Save.
Custom report modules display an information icon on the right side of the header. Click the icon to open the custom report information and actions.