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IT template

Incident report workflow template

Report something that is down or broken, follow the fix and learn from the serious ones.

5 steps 18 fields
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Free for 14 days. No credit card. You can change every step and field.

How it runs, step by step

The process reads from top to bottom. Each step goes to its owner with a deadline, and everything that happens is recorded in the request's timeline.

  1. Report

    Whoever starts the request

    Describe what is happening.

    6 fields in the request form
    • What happened? * Text
    • Affected system or service * Text
    • When did it start? Date and time
    • Who is affected? *Only me, My team, The whole company, Customers Choice
    • Impact *What can't be done because of this? Long text
    • Screenshots Files

  2. Triage

    A person or team you choose

    IT classifies the incident and suggests a workaround.

    Due in 1 hour (business time)
    4 fields
    • Severity *Low, Medium, High, Critical Choice
    • Category *Outage, Slowness, Security, Data, Hardware, Network Choice
    • Does it need a post-mortem? *No, Yes Choice
    • Workaround Long text

  3. Resolution

    A person or team you choose

    Fix the problem and record what was done.

    Due in 8 hours (business time)
    3 fields
    • Cause * Long text
    • What was done * Long text
    • Resolved at * Date and time

  4. Post-mortem

    A person or team you choose

    Understand why it happened and how to keep it from happening again.

    Due in 5 days (business time) Runs only when needed
    3 fields
    • Timeline * Long text
    • Preventive actions *Columns: Action, Owner, Deadline Table
    • Lessons learned Long text

  5. Confirm the fix

    The requester

    Whoever reported confirms everything is back to normal.

    Due in 2 days (business time)
    2 fields
    • Solution * Checkbox
    • Notes Long text

Make it yours

  • Rename and reorder steps and add the fields your team actually needs. Totals and formulas are calculated as people type.
  • Choose who does each step: a person, a team, the requester's manager, or someone picked earlier in the form.
  • Set the approvals, including approval limits by amount, and let approvers decide straight from their email.
  • Add deadlines and reminders, counted in business hours if you want, and escalate late steps.

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Request → Manager approval → Security approval → Grant access → Confirm access

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Request → IT assessment → Purchase approval → Prepare and deliver → Confirm receipt

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Request → IT review → Security and privacy review → Budget approval → Purchase and setup

Start from this template

Copy it into your workspace, invite the people involved by email, and send the first request today. One plan with every feature, from $49 a month for 5 users.

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