Issue Tracking
Use this blueprint to manage how issues are reported and resolved for your product or app....
13 steps
4 fields
12 automations
Information Technology Support
IT support workflow for Tallyfy
Turn support chaos into a prioritized queue
When employees email IT directly, requests get lost and urgent issues sit unnoticed. This workflow captures every request, assigns the right priority level, and routes work to specialists based on request type.
16 steps
9 automations
Run this workflow in Tallyfy with people, AI, and conditions
| Status | Step | Assignee | Deadline |
|---|---|---|---|
| Status: Completed | 1. Describe IT support request | TM Team member | |
| Status: Active | 2. IT manager - review support request and confirm priority | Claude AI agent | |
| Status: Waiting | 3. IT manager - review access to a system request | TM Team member | |
| Status: Conditional | 4. IT manager - review new hardware or software request | Claude AI agent | |
| + 12 more steps below | |||
Tallyfy is the accountability layer that lets this template mix people, AI agents, and conditions in one auditable flow
Process steps
1
Describe IT support request
1 days from previous step
Form fields in this step
Request by: Full Name
What is this request about?
Please describe your request
2
IT manager - review support request and confirm priority
1 days from previous step
New support request:
From: {{request-by-full-name-7643423}}
For: {{what-is-this-request-about-7643421}}
Details: {{please-describe-your-request-7643422}} If you're not sure where to start, follow the steps in order.
From: {{request-by-full-name-7643423}}
For: {{what-is-this-request-about-7643421}}
Details: {{please-describe-your-request-7643422}} If you're not sure where to start, follow the steps in order.
Form fields in this step
What is the SLA response?
3
IT manager - review access to a system request
1 days from previous step
Request Details:
{{please-describe-your-request-7643422}}
{{please-describe-your-request-7643422}}
4
IT manager - review new hardware or software request
1 days from previous step
Request Details:
{{please-describe-your-request-7643422}}
{{please-describe-your-request-7643422}}
5
IT manager - review troubleshooting request
1 days from previous step
Request Details:
{{please-describe-your-request-7643422}}
{{please-describe-your-request-7643422}}
6
Priority 1 support request - 1 hour response
1 days from previous step
7
Priority 2 support request - 4 hour response
1 days from previous step
8
Priority 3 support request - 8 hour response
1 days from previous step
9
Configure access to system and inform user(s)
1 days from previous step
Form fields in this step
Please provide details of what was configured
10
Order new hardware/software and inform user(s)
1 days from previous step
Form fields in this step
Please provide details of hardware/software ordered
11
Assign IT personnel to troubleshooting request
1 days from previous step
12
Describe the issue or request
1 day from previous step
Explain what you need help with in clear terms. What is the problem? What were you trying to do? What happened instead? Include screenshots or error messages if relevant. Good descriptions get resolved faster than I need help with the thing.
13
Categorize and prioritize
1 day from previous step
Select the right category so the request goes to the right team. Is this IT, facilities, HR, finance? Indicate urgency plainly - everything marked urgent loses meaning. If something is actually blocking your work, say so with context.
14
Triage and assign
1 day from previous step
The support team reviews incoming requests and assigns to the right person. They may ask clarifying questions. Response time depends on priority and workload. Check the status in the system rather than sending follow-up emails that create duplicate work.
15
Work on resolution
1 day from previous step
The assigned person works to resolve your request. They may need more information from you or access to your system. Be responsive when they reach out. Complex issues may require escalation or involve multiple people.
16
Confirm resolution
1 day from previous step
Verify the issue is actually fixed before closing the ticket. Test what was not working before. If the problem persists or returned, reopen rather than creating a new request. Feedback helps improve support - let them know if you had a good or bad experience.
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Why Tallyfy is the AI control layer
Phase 1
Set up
Define the recipe 1
Define process steps
You can't automate without a recipe.
2
Set deadlines and conditions
AI needs structure.
3
Assign each step
Person, AI, or rule. The right doer.
Phase 2
Run
People + AI working together 4
Launch
One click. No glue code.
5
AI handles routine tasks
Fewer mistakes and hallucinations.
6
People approve
Accountability. You can't blame AI.
Phase 3
Track and improve
Audit and learn 7
Track real-time status
AI sessions are a nightmare to track alone.
8
Audit and improve
Gradual shift, never total re-do.
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