The following instructions assume that you have already logged in to TeamDynamix, and are on the Home tab (look for the house icon).

Create a Dashboard

1. In the menu bar at the top right of the window click + New Dashboard.

   
2. Give your dashboard a Name and add an optional Description.
3. Click Save.

4. On the Content tab that opens, you will have a default of one row with space for two widgets. At the far right of the default row you can click the two-column icon to choose additional layouts to add more than one column to this row.

   
5. To add content click + Add Widget. A new window will appear and you can then navigate or search for the report. When you find the report select it and it will be added to your dashboard.
   1. The CIT-Technician dashboard uses these reports by default.

6. To add a new row, click the + sign below the first row.

   

7. When you finish adding content to your dashboard, click on Dashboard Settings at the top right of the screen.

   

8. You can choose to keep the dashboard for Just Me or Me and Others.

   Please do not select Everyone, this shares the dashboard with all TDX users in every application.

9. You can also allow your dashboard to Auto-Refresh, Make this my default Dashboard and possibly Publish in Client Portal.

   We do not recommend setting the Visibility to Public. If you use this option please select Signed-in Client Portal Users.
10. Click Save and your new dashboard is ready to use.

Edit a Dashboard

1. Make sure you're looking at the dashboard you want to edit.

2. In the menu bar at the top right of the window click Edit Dashboard.

   
3. You can add and remove rows and columns, change, and rearrange visible widgets. 

4. Change the visibility under Dashboard Settings.

   
5. Click Save when you are satisfied.

Set A Default Dashboard

You can easily set a default dashboard by clicking Manage Dashboards at the top right of your TDX window.

Click Set in the DEFAULT column to set your default dashboard. The word Set will change to Default. You do not need to save; you can close this window.

Remove a Dashboard

You can easily remove a dashboard by clicking Manage Dashboards at the top right of your TDX window.

Click Delete in the DELETE column to delete the chosen dashboard. Click OK when the confirmation window opens to complete this request. You do not need to save; you can close this window.

Reference Video

Creating a Report (Video on Demand)