Help Desk Requests

Run this process everytime you want to give a basic structure for a "Help Desk Requests" Subject to employees

9 steps

Process steps

1

Write a concise subject line

5 days from previous step
task
*insert template* Attach video tutorial of step
2

Use the correct category

5 days from previous step
task
*insert template* Attach video tutorial of step
3

Give a full description of your problem

5 days from previous step
task
*insert template* Attach video tutorial of step
4

Add a screenshot or screen recording

5 days from previous step
task
*insert template* Attach video tutorial of step
5

Log the request

1 day from previous step
task
Capture the issue details when it comes in. Who is reporting it? What is the problem? When did it start? What have they already tried? Get enough detail to reproduce or understand the issue. Vague tickets waste everyone time with back-and-forth. Assign a ticket number for tracking.
6

Triage and prioritize

1 day from previous step
task
Assess urgency and impact. Is this affecting one person or the whole company? Is there a workaround? What is the business impact of not fixing it immediately? Assign priority level based on your SLA definitions. Critical issues jump the queue, routine requests wait their turn.
7

Assign to the right team

1 day from previous step
task
Route the ticket to whoever can actually fix it. Hardware issues go to desktop support, software bugs to development, access requests to security. Do not let tickets sit in a general queue - assign ownership. The person assigned is responsible until the issue is resolved or properly escalated.
8

Resolve and document

1 day from previous step
task
Fix the issue and document what you did. Note the root cause if you found it, the steps to resolve, and any related issues that came up. Good documentation helps next time someone has the same problem. Update the knowledge base if this is a common issue so users can self-serve.
9

Confirm and close

1 day from previous step
task
Verify with the user that the issue is actually fixed. Do not just close tickets without confirmation - the problem might still exist. Ask if they need anything else. Mark the ticket resolved only after user confirmation. Track metrics like time to resolution and first-contact resolution rate.

Ready to use this template?

Sign up free and start running this process in minutes.

Discover Tallyfy