TDX Project: Work on Projects as a Resource

This article is for staff who work as project resources on assigned tasks in TDX. It explains different ways to access their project work.

 

When a project manager assigns you any project work, such as a task, you are considered a project resource for that project. You may be assigned work on multiple projects at the same time. 

Here are several ways you can use to view all the project work assigned to you across different projects in one place. You can choose any alternative according to you preference. 

 

In This Article:

 

Method 1: Use an Existing Dashboard

If your team uses TDX for ticket management, you already have a dashboard. One way to view all the project work assigned to you across different projects is to add the following reports to your existing dashboard. This lets you see both your tickets and project assignments in one place.

  • Project Issues Assigned to Me
  • Project Risks Assigned to Me
  • Project Tasks Assigned to Me

If you are using a private dashboard: You can add these reports to your personal dashboard yourself.

If you are using your team's shared dashboards: Check with your group dashboard manager, who can add the reports to the shared dashboard.

 

Method 2: Create a New Dashboard

Another way to view all the project work assigned to you across different projects is to create a private dashboard in the Projects application.

  1. In TD Work Management, Click View Applications and select the Projects application.
  2. On the menu bar, click Edit Dashboard.
  3. Click Add Widget
  4. Search and add the following reports:
  • Project Issues Assigned to Me
  • Project Risks Assigned to Me
  • Project Tasks Assigned to Me
  1. Click the Gear icon
  2. Check the Auto-Refresh checkbox and click Save.
  3. Click Save.
  4. Select Dashboard in the left navigation to see it.

 

Method 3: Use Left Navigation

To view all the project work assigned to you across different projects without a dashboard you can run a desired reports individually. 

  1. In TD Work Management, click View Applications and select the Projects application.
  2. In the left navigation, click Project Resources (Agents) Report) to expand it, if needed.
  3. Click the desired report to view the results.
  • Project Issues Assigned to Me
  • Project Risks Assigned to Me
  • Project Tasks Assigned to Me.

 

Method 4: Navigate to Project Space

You can navigate to a project space to view the work assigned to you for that specific project.

  1. In TD Work Management, click View Applications and select the Projects application.
  2. In the left navigation, click Projects to expand it.
  3. Click the desired project name.
  4. Access specific work items through sections in the left navigation.
  • Issues: View project issues.
  • Risk Register: View project risks.
  • Plan > [desired plan name]: View project tasks.
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