Workflow Templates: Help Desk Checklist

Greet the user and verify their identity

Listen carefully to the user's issue and take notes

Ask clarifying questions to fully understand the problem

Check the user's account and system status

Create a support ticket with detailed information

Identify any error messages or codes

Check recent changes to the user's system or account

Review system logs for any anomalies

Replicate the issue if possible

Consult knowledge base or documentation for similar issues

Implement the solution or escalate to the appropriate team

Test the solution to ensure the issue is resolved

Communicate the resolution to the user

Close the support ticket with detailed notes

Follow up with the user to ensure satisfaction

Help Desk Checklist