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To log (create) an issue for a project, you can use on of the following methods:
From the Client Portal (Only option for staff/faculty with Client access)
- If you are not already in TeamDynamix, go to https://ubalt.teamdynamix.com/TDClient
Note: You may be required to sign in if you are not already logged into the UB portal.
- Select Projects
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- Click the link for the applicable project.
- Under the project title, click the Issues link.
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- Click New.
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- Enter a Title for the issue. This is a brief description of the issue.
- Select a Category. Categories are specific to a project and may vary from project to project based on reporting needs. If you are unsure which category to use, ask the project manager.
- Select a priority.
- Complete the Description field, providing all relevant details.
- If applicable, use the Attachment option to include any files.
- Click Save.
From the Projects Application
- Logon TeamDynamix from the portal or through this link.
- Select the Projects application If you do not see Projects on your menu bar, select the Applications tab and select the Projects tile.
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- Select the applicable project on the left menu
Note: If you do not see the project you are looking for, please contact the project manager to have them add you as a resource.)
- Select Issues
- Select New Issue
- Enter a Title for the issue. This is a brief description of the issue.
- Select a Category. Categories are specific to a project and may vary from project to project based on reporting needs. If you are unsure which category to use, ask the project manager.
- Select a priority.
- Complete the Description field, providing all relevant details.
- If applicable, use the Attachment option to include any files.
- Click Save.
From the My Work Application
- Select the My Work application
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- Select New Issue
- Select the appropriate Project/Workspace
- Enter a Title for the issue. This is a brief description of the issue.
- Select a Category. Categories are specific to a project and may vary from project to project based on reporting needs. If you are unsure which category to use, ask the project manager.
- Select a priority.
- Complete the Description field, providing all relevant details.
- If applicable, use the Attachment option to include any files.
- Click Save.