How to Create or Modify Your TDX Desktop

Context

Note: Please read this article for more information on navigating and composing your desktop layout using a keyboard only.

You can create a new desktop or, if you have a default desktop set already, you can edit it. Any changes you make to a desktop will only affect you; changes are not automatically shared with everyone that uses a particular desktop.

New Desktop

  • Select New Desktop located within the Desktop tab, top panel.

TDNext Home Page with Desktop tab selected to display New Desktop Option.

  • Type the [Name] of your New Desktop. 

New Desktop window.

Edit Layout/ Content

The steps below will apply regardless of whether you create a new desktop or edit an existing one.

  • Click Edit Layout to select your desktop columns.
    • Layout only affects the size/space of the boxes you add.
  • After picking your layout, search under Available Content to select your content.
    • Using the Search bar, find specific windows that match keywords you type.
    • You can also manually search through the listed categories beneath the search bar to add your widgets; such as tickets, reports, or other information. 
  • Click and drag the widget to your desired column.
  • Select Save once you've added all your content.

New Desktop example with Available Content, Edit Layout, Columns, and Save button

  • Refresh the Technician window.
  • After doing so, you should be able to select your desktop from the upper right drop-down Desktop menu.

Refresh button located under Desktop tab. Dropdown menu is located to the right of the gear icon.

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