This guide provides TDX Agents with training resources for managing support tickets in TD Work Management (formerly TDNext) version 12.
The training follows a sequential approach—you must complete the eLearning courses before beginning the self-paced modules.
In This Article:
eLearning Videos
These short videos are selected from official TeamDynamix training materials and are generally applicable to our TDX environment.
Using TD Work Management: Learn how to navigate the Work Management (TDNext) interface, including accessing applications and browsing content. Duration: 2 minutes.
Ticket Anatomy Explore the structure of an existing ticket, including the meaning and use of various fields and values. Duration: 7 minutes.
Common Ticket Activities: Review frequent ticket actions such as reassigning, updating, and editing tickets. Duration: 7 minutes.
Explaining the Actions Button in a Ticket: Understand the features available when you click the Actions button on a ticket. Duration: 6 minutes.
Instructor-Led Videos
These videos are created specifically for our TDX environment and provide more in-depth instruction.
Prerequisite: Completion of the eLearning courses listed above.
Using TD Work Management: Get familiar with the TDNext interface, including how to access applications and navigate content. Duration: 3 minutes.
Creating New Tickets in TD Work Management: Learn how to create various types of tickets and related activities. Duration: 6 minutes.
Interacting with Existing Tickets: Know how to add work notes, send notifications, update ticket status, assign or reassign tickets, flag tickets, and view or attach files. Duration: 18 minutes.
Searching and Filtering Tickets: Discover how to search for and filter tickets based on your criteria. Duration: 5 minutes.
Accessing Assignments in the My Work Application: Learn how to use the My Work application to locate and manage your assigned tickets. Duration: 1 minutes.
Creating and Editing Dashboards: Get an overview of how to create and customize dashboards using reports and widgets. Duration: 4 minutes.
Creating and Editing Reports: Learn how to generate or update ticket reports for tracking and analysis. Duration: 7 minutes.
New UX Webinars
These webinars were held in to prepare TDX agents for the new user interface (UX). They include a high level overview and ample Q&A time, the training recordings are strongly recommended as a prerequisite.
New TDX agent UX Q&A Webinar 1: First of two webinars held on 5/13/25.
New TDX agent UX Q&A Webinar 2: Second of two webinars held on 5/29/25.