TeamDynamix - Manage Assignments and Work

Overview

This document demonstrates how to manage your assignments and work in TeamDynamix

Contents

  1. Open TeamDynamix.
  2. Select Projects/Workspaces from the Applications Menu or click the Projects/Workspaces tab.

    screenshot of applications menu

  3. Click My Assignments or My Work.
    Note: Only assignments that you have added to My Work from the My Assignments page will display on the My Work page.

My Assignments

Filter Assignments

Assignments may be filtered by Group, Sorted by categorty, and/or filtered by Project.

screenshot of my assignments page with filter options

Add an Assignment to My Work

  1. Click + My Work.

    screenshot of my assignments page - add to my work button

Add a Comment to an Assignment

  1. Click Comment.

    screenshot of my assignments page - add to my work button

  2. Select applicable individuals from the Notify... drop-down list.

    screenshot of my assignments page - add to my work button

  3. Enter a comment.

Update an Assignment

  1. Click Update.

    screenshot of my assignments page - add to my work button

  2. Select a Status from the drop-down list.

    screenshot of update assignment window

  3. Enter a Percent Complete.
  4. If applicable, enter Comments.
    Note: Comments are private by default.
  5. If applicable, enter, select, or lookup individuals for Notification.
  6. Click Save.

My Work

Commenting on or updating items in My Work functions the same as My Assignments. See the section above for details.

Organize My Work

Drag-and-drop or use the x My Work or Move to Top buttons to organize items on the My Work page.

screenshot of my work page

Create a Google Calendar Feed for Assignments/Work

  1. Select Calendar from the Applications Menu or click the Calendar tab.
  2. Click Feeds.

    screenshot of calendar page

  3. Select My Work Calendar from the + Add Personal Feed drop-down list.

    screenshot of my calendar feeds page

  4. Check the Boxes for items you want added to your calendar feed.

    screenshot of add my work calendar feed page

  5. Click Save.
  6. Close the Add My Work Calendar Feed page and return to the My Calendar Feeds page. (Calendar tab > Feeds)
  7. Copy the URL link.
  8. Go to your Google Calendar.
  9. Click + (add other calendars).
  10. Select From URL from the drop-down list.
  11. Paste the copied link in the URL of calendar field.
  12. Click Add calendar.

Add Project Tasks to Your Desktop(s)

  1. Open TeamDynamix.
  2. Select Desktop from the Applications Menu or click the Desktop tab.
    Note: Alternatively, you can add project tasks your Projects/Workspaces desktop by opening the Projects/Workspaces application/tab and clicking Edit Projects/Workspaces Desktop, then go to step 6.

    screenshot of applications menu

  3. Select Desktop from the Applications Menu or click the Desktop tab.

    screenshot of applications menu

  4. Select the applicable desktop from the drop-down list.

    screenshot of desktop application

  5. Click Edit Desktop.
  6. Drag-and-drop Projects/Workspaces from the Available Content section to the desired desktop layout column.

    screenshot of desktop content

  7. Click Save.