It’s a Plan

IT Help Desk

An internal service desk for incidents, access and hardware requests, with priorities, requester details, time tracking and a resolution note on every ticket.

It's a Planwww.threads.com/@itsaplandevNOV 3, 20266 views · 0 downloads

What's inside

What a new project starts with

IT Help Desk.json30 KB

Workflow7 states

  1. Backlog
  2. New
  3. In Progress
  4. Waiting on Requester
  5. Waiting on Vendor
  6. Resolved
  7. Closed - No Action

Issue types6

Service RequestdefaultIncidentAccess RequestHardware RequestChange RequestQuestion

Labels10

CategoryLaptop & DevicesSoftwareNetwork & VPNAccounts & AccessEmail & CalendarPrintersSecurityFlagsVIPSLA BreachedNeeds KB Article

Custom fields9

  • Approvermember · people only · Access Request
  • Resolutionmarkdown · in the body
  • Requestertext
  • Requester Emailtext
  • Departmentselect · Engineering · Sales · Marketing · Finance · HR · Operations · Leadership
  • Impactselect · Whole company · One team · One person
  • Channelselect · Email · Chat · Phone · Portal · Walk-in
  • Asset Tagtext
  • Vendor Ticketurl

Issue templates8

  • IncidentIncident · New · High
  • Access RequestAccess Request · New · Accounts & Access
  • New HardwareHardware Request · New · Laptop & Devices
  • Software InstallService Request · New · Software
  • Password ResetService Request · New · High · Accounts & Access
  • Change RequestChange Request · Backlog
  • New Hire SetupService Request · New · Accounts & Access · Laptop & Devices
  • OffboardingService Request · New · Accounts & Access

Views14

  • Ticket Queuetable
  • Unassignedtable
  • Team Boardboard
  • Urgent & Highboard
  • Waitingtable
  • Access Requeststable
  • Change Requeststimeline
  • Resolvedtable
  • Service Deskdashboard
  • Start workingaction
  • Ask requesteraction
  • Wait for vendoraction
  • Escalateaction
  • Resolveaction

Setup

  • Cycles, off
  • Initiatives, off
  • Dashboards, on
  • Docs, on
  • Notes, on
  • Subtasks, on
  • Checklists, on
  • Issue stats, on
  • Time logging, on
  • Estimates in time
  • Completed issues archive after 14 days
  • Canceled issues archive after 7 days
  • A parent closes when its subtasks are done
  • Open subtasks close with their parent

Quick start

Skip the setup, start the work

  1. 01

    Import it in Project templates.

  2. 02

    Open it to the teams that need it.

  3. 03

    Pick it when you create a project.

A new project from this template · ready for issues

Published by its author to the It's a Plan template gallery.

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IT Help Desk · Project template | It's a Plan