Get Started with Project Links

Overview

Within an Enterprise Service Management (ESM) project Links can be used to reference documentation and other information sources that are not included in the project's briefcase.

In this article:

• Create a New Link
• Edit a Link
• Forward a Link
• Open/View a Link in a Browser
• The Read By Feature
• Delete a Link

What materials do I need?

• Internet connectivity
• Web browser
• Access to ESM TDWorkManagement
• Access to ESM Project application

Create a New Link

To create a new web link:

1. In TDWorkManagement, open the Projects application.
2. Click the appropriate Project in the left navigation.
3. From the left sub navigation, click Links.
4. Click the +New button on the Links page.
5. In the New Link window, enter a Title.
6. Paste the URL.
7. Select a Category from the dropdown or create a new one by clicking the plus button on the right side of the field.
8. Click the Notification field and begin to type a user’s name or select someone from the dropdown.
9. Enter a Description for the web link if desired.
10. Click the Save button.

Edit a Link

To edit an existing link:

1. Navigate to TDWorkManagement > Projects > [Project Name] > Links.
2. Click the Web Link title in the list.
3. Click the Edit button at the top of the Link Details window.
4. Update the link details.
5. Click the Save button.

Forward a Link

To forward a link:

1. Navigate to TDWorkManagement > Projects > [Project Name] > Links.
2. Click the Web Link title in the list.
3. In the Link Detail window, click the Actions button and select Forward from the dropdown.
4. In the email window containing the link details, enter any recipients, add your own message and any attachments if desired.
5. Click the Send button.

Open/View a Link in a Browser

To open a link in a new browser window:

1. Navigate to TDWorkManagement > Projects > [Project Name] > Links.
2. Click View next to the Web Link title in the list.

The Read By Feature

Project members and managers can view a history of who viewed a link and when they viewed it.

To view the Read By history:

1. Navigate to TDWorkManagement > Projects > [Project Name] > Links.
2. Click the Web Link title in the list.
3. Review the list of users who have viewed the link in the Read By section of the Link Details window.

Delete a Link

To delete a web link:

1. Navigate to TDWorkManagement > Projects > [Project Name] > Links.
2. Click the Web Link title in the list.
3. In the Link Detail window, click the Actions button and select Delete from the dropdown.
4. Click OK on the confirmation message.

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.