Create an Enterprise Service Management Desktop

Overview

A Desktop within the Enterprise Service Management (ESM) system is a display area that contains reports, lists of assignments, tickets, and other valuable information.

In this article:

• Create a Desktop
• Format a Desktop
• Add Modules to a Desktop
• Remove a Module from a Desktop

What materials do I need?

• Web Browser
• TDNext license

How do I use this technology?

Create a Desktop

1. Login to ESM.
2. Navigate to the Desktop tab on the menu bar.
3. In the menu bar, click the + New Desktop button.
4. In the Name field, enter a descriptive name for the new desktop.
5. Click Save.

Format a Desktop

There are several formats available to select from when determining how to display the modules you select to appear on the Desktop.

1. In the top-left of the Edit Desktop window, click Edit Layout.
2. Choose the layout you would like to use.
    
   Note

   If you have added modules and you change the layout to one with fewer columns, any module in the removed columns will also be removed and put into the Recently Removed category.

Add Modules to a Desktop

Once you have saved the new desktop, the Edit Desktop window opens on the Content tab where modules can be added to the layout.

1. Under the Available Content section in the left pane click one of the categories. The category will expand, and show the available options.
2. Click and drag any module to the location you'd like it to appear on the desktop.
3. When finished, click Save in the top-left.
4. Close the Edit Desktop window.

Remove a Module from a Desktop

You can remove a module from a Desktop while creating or editing.

1. In the Edit Desktop window's Content tab, find the desired module.
2. Click the X button on the top-right side of the module.
    
   Note

   The Recently Removed category contains any module you have removed during that session. If you close the Edit Desktop window it will clear the Recently Removed category.

Is there any additional information I should know about?

• Edit an Enterprise Service Management Desktop
• Change Enterprise Service Management Default Desktop
• Create an Enterprise Service Management Desktop for Others to Use
• Delete an Enterprise Service Management Desktop

Need additional help or have issues

For support, requests may be submitted anytime using the appropriate Enterprise Service Management form. Requests generate a Ticket which will be worked in order received and urgency by IT Employees with the knowledge and permissions to assist with the request.

For immediate assistance please review the Contact Us page for the appropriate support group.