Create Custom TeamDynamix Desktops
This article applies to: TeamDynamix
- Sign in to Team Dynamix as a user.
- Click the tab.
- In the gray menu bar, click .
- Give your desktop a Name.
- Click .
- On the Content tab that opens, click and select a design.
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In the Available Content section, you will see the various content types (like Client Portal, My Work, News, etc.). These appear in bold type and do NOT have drag-and-drop arrows.
Click the text of one of these types to show the specific items you can place on your desktop. - Drag-and-drop the items you want into the various sections of your desktop.
- Click when done selecting items.
- Close the desktop creation window.
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At the right end of the gray menu bar, use the
You may need to click to make your new desktop name show up in this list.
to select your newly-created desktop.
You can remove any element from your desktop by clicking the
in its title bar. This is a permanent change to your desktop, not just for this visit to TDX.Some elements have a gear in their title bar. Click the
for options for that element, such as how many items to show or how you want them sorted.To make larger changes, click
.
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