IT support workflow for Tallyfy

Stop wasting time on aimless troubleshooting

IT support often spins in circles when there's no systematic approach to diagnosing problems. This template walks technicians through a logical 5-step process - from gathering details to reproducing the issue to testing fixes - so problems actually get solved instead of endlessly poked at.

5 steps

Run this workflow in Tallyfy

1
Import this template into Tallyfy and assign IT support staff to work through each diagnostic step from problem identification to resolution
2
Configure 5-day deadlines in Tallyfy for each troubleshooting step so tickets don't sit idle without progress
3
Track every support case in Tallyfy with real-time visibility into which step the technician is on and what's been tried
Import this template into Tallyfy

Process steps

1

What exactly is the problem?

5 days from previous step
task
Before you touch anything, sit down with the person and hear them out. Ask them to describe what's happening in their own words - don't jump to conclusions. Find out when it started, what error messages they've seen, and whether anything changed recently (new software, updates, a desk move). You'd be surprised how often this conversation alone points you straight to the cause. Jot down the key details so you've got a solid starting point.
2

Gather more details and rule things out

5 days from previous step
task
Now it's time to play detective. Check if anyone else is having the same problem - that tells you right away if it's just this device or something bigger like a network issue. Wiggle the cables, check power connections, and look at peripherals. Try doing the same task in a different app or browser to see if the problem follows. Keep a quick list of what you've checked as you go - you don't want to waste time re-testing the same thing later.
3

Reproduce the problem and form your best guess

5 days from previous step
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Try to make the problem happen again on purpose. Can you trigger it every time, or does it come and go? If it's random, look for patterns - maybe it only happens at certain times, with specific files, or after a particular action. Once you've seen it in action, write down your best guess about what's causing it. This doesn't have to be perfect - it just keeps you focused so you're not poking around aimlessly. A wrong guess that you can test is still better than no guess at all.
4

Try a fix based on what you've found

5 days from previous step
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Here's where you put your theory to the test. Always start with the simplest fix first - a restart, clearing the cache, or re-seating a cable. The golden rule: only change one thing at a time. If you change three things at once and it works, you won't know which one actually fixed it. If your first attempt doesn't do the trick, go back to your guess and tweak it. Write down everything you try, even the stuff that didn't work - that info is gold if you need to hand this off to someone else or the problem pops up again.
5

Did that actually fix it?

5 days from previous step
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Don't just assume it's fixed because the error went away - have the user do the exact thing that was failing and confirm it works properly now. Let them try it themselves rather than taking your word for it. If it's working, great - write a quick note about what the problem was and what fixed it. Your future self (or a teammate) will thank you when the same issue shows up again. If it's still broken, decide whether to loop back and try another approach or escalate to someone who's dealt with this type of thing before.

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