How To: Reassign a Ticket in TDX

Summary

Learn how to reassign a TDX ticket to another person or group.

Body

Learn how to hand a ticket to another person or group.

Each office's ticket application is set up separately, so menu names can be a little different from what you see here.

1

Open the ticket

Find the ticket and open it.

2

Select Reassign

Select Actions, then Reassign (for example, Reassign Service Request).

3

Choose who gets it

Choose a person, a group, or both. Assign to a group when anyone on the team can pick it up.

4

Add a note

Say why you're passing it along and what's been done so far.

5

Save

Make sure they're set to be notified, then select Save.

Taking a ticket from your group's queue? Reassign it to yourself so everyone knows you have it.

Get help

Something isn't working? Submit a request through the TeamDynamix (TDX) service.

Related articles

How To: Update a Ticket in TDXHow To: Find Your Tickets in TDXTDX for Technicians: Start Here

Details

Details

Article ID: 97989
Created
Mon 2/10/20 3:51 PM
Modified
Wed 10/21/26 3:14 PM
Audience
Employees