Summary
Learn how to set up a scheduled ticket in TDX Work Management so recurring work, like monthly checks, creates a ticket automatically.
Body
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.
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1
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Start a new schedule
In your ticket application, select the gear icon in the top-right corner, then New Scheduled Ticket.
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2
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Name it and set the schedule
Enter a name, choose how often it repeats, and set the start date and time.
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3
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Choose the template
Pick the classification and the template to use.
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4
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Set the requestor and responsibility
Choose who the ticket is for and who should work it.
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5
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Save
Make sure Is Active is checked, then select Save.
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To see or change your schedules, select the gear icon, then My Schedules.
Get help
Submit a request through the TeamDynamix (TDX) service.