TDX Project: Work on Projects as a Resource

This article explains how TDX agents who serve as project resources can access and manage their assigned project tasks, issues, and risks.

This article explains how TDX agents who serve as project resources can access and manage their assigned project tasks, issues, and risks.

 

In This Article:

You can access the project work items currently assigned to you through multiple methods.

• Method 1: Add Reference Project Reports to Existing Dashboards
• Method 2: Create a Dashboard in Projects Application
• Method 3: Run Individual Reports
• Method 4: Navigate to Project Space

 

Method 1: Add Reference Project Reports to Existing Dashboards

The following reports are located in the Projects/Reports/Reference Project Reports folder in TD Work Management. You can add any of the reports to a dashboard to help you access the project work items currently assigned to you:

• My Project(s) Tasks-Open
• My Project(s) Issues-Open
• My Project(s) Risks-Open

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

If you are using your team's shared dashboards: Your group dashboard manager can submit a ticket to TDX Admins to request the project reports be added to your team's existing shared dashboard.

 

Method 2: Create a Dashboard in Projects Application

You can edit the OOTB dashboard within the Projects application to add the Reference Project Reports.

1. In TD Work Management, Click View Applications and select the Projects application.
2. On the menu bar, click Edit Dashboard.
3. Customize the dashboard layout as desired.
4. In the Add Widget, search for My Project(s) to find:

• My Project(s) Issues - Open.
• My Project(s) Risks - Open.
• My Project(s) Tasks - Open.

6. Drag and drop reports into your preferred layout columns.
7. Click Save.

You dashboard is ready. Select Dashboard in the left navigation to access it.

 

Method 3: Run Individual Reports

You can choose to run the Reference Reports individually without adding them to a dashboard. 

1. In TD Work Management, click View Applications and select the Projects application.
2. In the left navigation, click Reference Reports for Resources to expand it.
3. Click your desired report to run.

• My Project(s) Issues - Open.
• My Project(s) Risks - Open.
• My Project(s) Tasks - Open.

 

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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