IT support workflow for Tallyfy

Handle IT support tickets from report to resolution

Help desk requests pile up when there's no consistent process for logging, triaging, and resolving them. Users wait too long, tickets fall through cracks, and the same issues keep recurring. This workflow brings order to IT support operations.

9 steps

Run this workflow in Tallyfy

1
Import this template into Tallyfy and assign your helpdesk team to triage and initial response while specialists handle resolution based on issue category
2
Use Tallyfy's 9-step workflow to log requests with enough detail to reproduce issues, set priority based on business impact, and route to hardware, software, or access teams
3
Track every ticket in Tallyfy from submission through user-confirmed resolution, documenting root causes and solutions to build your knowledge base over time
Import this template into Tallyfy

Process steps

1

Write a clear subject line

5 days from previous step
task
Your subject line is the first thing the support team reads, so don't waste it. Skip vague titles like "computer broken" - instead write something like "Can't connect to VPN from home office since Tuesday" or "Outlook crashes when opening attachments over 5MB." A specific subject lets the tech start thinking about your fix before they've even opened the full ticket. If you're stuck on what to write, just name the tool or system and describe what it won't do. That alone puts you ahead of most requests they'll see today.
2

Pick the right category

5 days from previous step
task
Choose the category that best matches your issue so it gets to the right team straight away. We know it's tempting to just pick "Other" and move on, but that usually means your ticket sits in limbo before anyone actually looks at it. Common categories are hardware, software, network, access/permissions, and email. If your problem touches a couple of areas, go with whichever one's causing you the most pain right now. Getting this right from the start can shave hours off your wait time - in our experience, correctly categorized tickets get resolved about twice as fast as ones that need re-routing.
3

Describe your problem in detail

5 days from previous step
task
This is where you paint the picture for whoever's going to fix things. Walk them through what you were doing when it started, what error messages you saw (exact wording really helps), and what you've already tried on your own. Don't forget to mention your device type, operating system, and anything that changed recently - like a software update or new install. The more context you give here, the less back-and-forth you'll need later. From what we've seen, tickets with solid descriptions get resolved 40-50% faster than ones that just say "it's broken." Think of this as saving your future self from three follow-up emails.
4

Attach a screenshot or screen recording

5 days from previous step
task
A picture really is worth a thousand words here. Grab a screenshot of the error message, the strange behavior, or whatever's going wrong on your screen. If the problem happens during a sequence of steps, a quick screen recording works even better. On Windows, use Snipping Tool or Win+Shift+S. On Mac, hit Cmd+Shift+4 for screenshots or Cmd+Shift+5 for recordings. You don't need anything fancy - even a phone photo of your screen beats a text description when nothing else works. Just double-check that passwords or sensitive data aren't visible before you attach it. We've found that tickets with visuals attached get picked up and understood faster by the support team.
5

Log the request

1 day from previous step
task
Capture the details as they come in. Who's reporting it? What's going wrong? When did it start? What have they already tried? Get enough info to either reproduce the problem or at least understand what's happening. Vague tickets just lead to a frustrating chain of "can you tell me more?" messages that waste everyone's time. Assign a ticket number right away so nothing slips through the cracks. If the person can't explain what's wrong clearly, ask them to show you - a quick screen share often reveals in 30 seconds what ten emails couldn't.
6

Triage and prioritize

1 day from previous step
task
Figure out how urgent this really is. Is it affecting one person or the whole company? Is there a workaround they can use in the meantime? What's the business impact if it doesn't get fixed today? Set a priority level based on your SLA definitions. Critical issues that block multiple people's work should jump the queue - routine requests like "add me to this shared drive" can wait their turn. Don't let squeaky wheels override real urgency - the person who's loudest isn't always the one who needs help most. If you're unsure, think about it this way: how many people are stuck, and how stuck are they?
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 - you get the idea. Don't let tickets sit in a general queue where nobody feels responsible. The person who's assigned owns this until it's resolved or properly handed off to someone else. If you're not sure who should handle it, check your team's routing guide or ask a senior tech. A misrouted ticket that bounces between teams for two days is far worse than spending an extra minute to figure out the right destination up front.
8

Fix the issue and write it up

1 day from previous step
task
Fix the problem and write down what you did - your future self will thank you. Note the root cause if you found it, the exact steps you took to resolve it, and any related issues that popped up along the way. Good write-ups mean the next person who hits the same problem won't need to start from scratch. If this is something that keeps coming up, add it to your knowledge base so users can fix it themselves next time. A five-minute write-up now can save your team hours of repeat work down the road. Don't overthink the format - even a quick bullet list of what you tried and what finally worked is better than nothing.
9

Confirm it's fixed and close the ticket

1 day from previous step
task
Check with the user that their issue is actually fixed before you close this out. Don't just mark things resolved and move on - the problem might still be there, or it could've come back in a different form. A quick "is everything working now?" message goes a long way. Ask if they need anything else while you've got their attention. Only mark the ticket as resolved after they've confirmed things are working. Keep an eye on your metrics like time-to-resolution and first-contact fix rate - these numbers show you where your process is strong and where it's falling short. If you notice the same type of issue closing repeatedly, that's your signal to dig into the root cause.

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