How To: Create a Ticket Template in TDX

Summary

Learn how to create a ticket template in TDX Work Management so you can create common tickets faster.

Body

Learn how to save a ticket template, so tickets you create often come pre-filled.

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.

1

Open your ticket application

In Work Management, select your office's ticket application tab.

2

Start a new template

Select the gear icon in the top-right corner, then New Ticket Template.

3

Fill in the defaults

Choose the classification and form, then fill in what's always the same, such as the title, type, description, and responsibility.

4

Save

Select Save.

To see or change your templates, select the gear icon, then My Templates.

You can also save an existing ticket as a template. On the ticket, select Actions, then the create template option.

Get help

Submit a request through the TeamDynamix (TDX) service.

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How To: Create a Scheduled (Recurring) Ticket in TDXHow To: Create a Ticket for Someone in TDXTDX for Technicians: Start Here

Details

Details

Article ID: 97937
Created
Mon 2/10/20 12:32 PM
Modified
Wed 10/21/26 3:16 PM
Audience
Employees