How To: Create a Scheduled (Recurring) Ticket in TDX

Learn how to have TDX create a ticket automatically on a schedule, for recurring work like monthly checks or yearly renewals.

Each office's ticket application is set up separately, and what you see depends on your permissions, so menus can be a little different from what's shown here.

A scheduled ticket is built from a ticket template, so create the template first. See How To: Create a Ticket Template in TDX.

1

Start a new schedule

In your ticket application, select the gear icon in the top-right corner, then New Scheduled Ticket.
2

Name it and set the schedule

Enter a name, choose how often it repeats, and set the start date and time.
3

Choose the template

Pick the classification and the template to use.
4

Set the requestor and responsibility

Choose who the ticket is for and who should work it.
5

Save

Make sure Is Active is checked, then select Save.

To see or change your schedules, select the gear icon, then My Schedules.

Get help

Submit a request through the TeamDynamix (TDX) service.

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