Modules
Schedule, Office 365, Tickets, Stack, and more. Standalone modules that extend Strategy Overview beyond the core TSM workflow.
9 articles
- The Companies ModuleDisplays company information synced from your PSA, including contacts, locations, and account details, in the client portal.
- The Strategy ModuleWhere your team builds and delivers TSM Reports, covering Assessments, Dashboards, Roadmaps, and Budgets.
- The Plan ModuleShows a client's IT Plan items in the portal so they can see upcoming projects, recommendations, and priorities between meetings.
- The Stack ModuleLets you document and display a client's technology stack, including software, vendors, and contract details.
- Configuring Your Technology ModuleHow to configure the Technology Module: connecting data sources, organizing Flexible Item Groups, customizing columns, and managing your data over time.
- The Schedule ModulePulls scheduled maintenance tasks from your PSA and displays them in the portal so clients can see upcoming planned work.
- The Tickets ModuleSyncs open service desk tickets from your PSA into the portal so clients can see their active requests in real time.
- The Office 365 ModuleSyncs license and user data from Microsoft 365 tenants, showing license assignments and MFA registration status.
- Custom External Content and Embed ModulesLets you add links and embedded HTML resources, like dashboards or forms, to a client's sidebar or report.