IT operations workflow for Tallyfy

Respond to incidents with a plan that works

When systems go down or security gets breached, you need more than good intentions. This incident response workflow covers detection through recovery, including the post-incident review that prevents the next incident from happening.

7 steps

3 automations

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Security/Investigations Information Technology

Run this workflow in Tallyfy

Import this template into Tallyfy and verify team roles and contact lists are current before anything breaks - assign detection, containment, eradication, and recovery owners

Use Tallyfy's 7-step process to detect and analyze first (don't jump to conclusions), contain to stop the bleeding, eradicate root causes thoroughly, and recover systems carefully

Track incident response in Tallyfy and schedule the post-incident review within a week while memories are fresh - document timeline, actions taken, lessons learned, and recommendations

Import this template into Tallyfy

Process steps

Verify preparation and team roles

1 day from previous step

task

Before anything breaks, make sure you know who does what. Every team member should know their role without looking it up. Check that contact lists are current. Nothing worse than calling a number that's been disconnected when you're in the middle of an incident.

Detect and analyze the incident

1 day from previous step

task

Something's wrong. Figure out what. Is it a real incident or a false alarm? What systems are affected? How bad is it? Don't jump to conclusions. Gather facts first. The worst mistakes happen when people react before they understand.

Contain the incident

1 day from previous step

task

Stop the bleeding. Isolate affected systems. Prevent the problem from spreading. Contain first, investigate later. Every minute the incident spreads is more damage to clean up. Sometimes you have to cut off an arm to save the body.

Eradicate the threat

1 day from previous step

task

Find the root cause and eliminate it. Remove malware. Patch vulnerabilities. Close the door that was left open. Be thorough. If you miss something, you'll be back here again next week. And the second time always looks worse.

Recover systems and services

1 day from previous step

task

Bring systems back online carefully. Don't rush. Verify everything works before you declare victory. Restore from clean backups. Monitor closely for recurrence. The last thing you want is to restore an infected system back into production.

Conduct post-incident review

1 day from previous step

task

What happened? What did we do well? What could we do better? No blame - just learning. Do this while memories are fresh. Wait a month and everyone will remember it differently. Schedule the meeting within a week of closing the incident.

Complete documentation

1 day from previous step

task

Write it all down. Timeline, actions taken, lessons learned, recommendations. This becomes your evidence if questions come later. Be honest. If you made mistakes, document them. Covering things up only works until it doesn't - and then it's much worse.