Templates / MSP / IT helpdesk
Template

MSP / IT helpdesk template

Tickets, recurring maintenance and onboarding checklists for every client, on one board. Built by people who ran an MSP, for small IT shops that do not need a full PSA.

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MSP / IT helpdesk

The board

Five statuses for ticket work. The cards are examples; your tickets drop straight in.

New
Printer offline at front desk
New hire laptop
Triage
VPN drops every hour
In progress
Migrate shared drive
Replace failing switch
Waiting on customer
Approve firewall change
Resolved
Reset MFA for J. Ortiz
Renew SSL certificate

What's inside

Ticket-ready statusesWaiting on customer has a task limit, so you see when too many tickets are stuck on the client side.
Recurring maintenanceWeekly backup checks and monthly patch reviews repeat on their own, per client.
One project per clientEvery client in its own color on one board, so the whole queue is one screen.
Request formClients submit tickets through a form; each one becomes a task in their project.
Client guest viewClients see their own tickets and nothing else, free.
Starter rulesFlag urgent tickets and aging work. Edit or turn off any of them.

The work an MSP repeats

Four groups of starter tasks. Weekly and monthly maintenance repeats on its own, so nothing depends on someone remembering.

TicketsOngoing

  • Requests from the client form land in New
  • Priority set on triage
  • Customer replies on the card
  • Resolve with a closing note

Recurring maintenanceRepeats

  • Weekly backup verification
  • Monthly patch review
  • Quarterly firewall and access review
  • SSL and domain expiry check

New client onboardingWeek 1

  • Collect admin credentials securely
  • Document network and devices
  • Deploy monitoring agent
  • ◆ Milestone: Client fully onboarded

User offboardingAs needed

  • Disable accounts and MFA
  • Recover devices
  • Transfer mailbox and files
  • Confirm with the client

Starter rules

Rules run when a task is added or changes, or when a due date gets close. Rules that assign a person start out assigning you; pick the right teammate in Automations.

Whena task is added with priority Urgent, send me a heads-up
Whena due date is 1 day away, send me a heads-up
Whena task is added from the request form, tag it Ticket

Questions

Is this a replacement for a PSA?

For a small shop, often yes. Taskift handles tickets, recurring work and client visibility. It does not do billing, contracts or RMM.

Can each client see only their tickets?

Yes. Invite each client as a free guest and share only their project.

How do recurring tasks work?

A schedule rule creates the task daily, weekly or monthly. Quarterly work starts as a dated task you move forward.

Can I save my own version?

Yes. Save any project as a template and reuse it for the next client.

Run every client's queue on one boardEarly access is open.Get early access →