Free Cybersecurity Checklist Template
A cybersecurity checklist covers the work from onboarding and discovery through hardening, scanning, remediation, and monitoring, with each step tracked as a task.
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Email, Wi Fi, and that one old line of business app still have to work tomorrow, so a security cleanup can’t feel like a leap into the dark. The Cybersecurity Checklist runs the work as a project board, so the team can move from Onboarding through Monitoring and incident response without losing track of what changed and what needs a rollback.
The columns follow the order the work usually happens in: access and inventory first, then discovery and a baseline across Microsoft 365, Google Workspace, and exposed services. Hardening and controls comes next, including MFA, conditional access, and network configuration, and the later columns capture endpoint protection, vulnerability scan findings, fixes, and the runbooks and handover notes that stop the plan turning into a forgotten folder. The board sits under Syne headings with Inter body text, using an olive and infrastructure blue palette to keep the focus on what’s been checked and what still needs attention.
- Onboarding The Onboarding column covers the first discovery call, inventory collection, and the access approvals and credentials the work depends on.
- Discovery and baseline The Discovery and baseline column holds review and inventory tasks for Microsoft 365, Google Workspace, internal configuration, and external exposure, plus backups and recovery contacts.
- Hardening and controls The Hardening and controls column tracks tenant hardening, MFA and conditional access rollout, firewall, router, and Wi Fi configuration, and the rollback steps recorded alongside changes.
- Endpoint and scanning The Endpoint and scanning column covers EDR deployment and vulnerability scanning, with findings recorded and retests logged after fixes land.
- Remediation and policy The Remediation and policy column captures the risk assessment and roadmap, the policy and standards pack drafts, and the remediation tracking through confirmed fixes.
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What is on this board
6 columns carrying 24 cards. Adding it builds the whole thing as a project in your workspace, with every column and card in place.
| Column | What is in it |
|---|---|
Onboarding | The Onboarding column covers the first discovery call, inventory collection, and the access approvals and credentials the work depends on.
|
Discovery and baseline | The Discovery and baseline column holds review and inventory tasks for Microsoft 365, Google Workspace, internal configuration, and external exposure, plus backups and recovery contacts.
|
Hardening and controls | The Hardening and controls column tracks tenant hardening, MFA and conditional access rollout, firewall, router, and Wi Fi configuration, and the rollback steps recorded alongside changes.
|
Endpoint and scanning | The Endpoint and scanning column covers EDR deployment and vulnerability scanning, with findings recorded and retests logged after fixes land.
|
Remediation and policy | The Remediation and policy column captures the risk assessment and roadmap, the policy and standards pack drafts, and the remediation tracking through confirmed fixes.
|
Monitoring and incident response | The Monitoring and incident response column keeps recurring scanning, the incident triage and containment runbook, same day support terms, and monthly hygiene notes in one place.
|
What happens when you install it
- A project is created with its board, 6 columns and 24 cards already there.
- Nothing carries a due date, because a board holds the order the work runs in rather than a calendar. The dates go on once you know when the job starts.
- Every card opens as a task with its own description, assignee, dates, subtasks and files, and columns are renamed, reordered or deleted like any other.
Who it is for
IT teams, managed service providers, and security consultants running a security hardening and remediation project for an organisation that can’t afford downtime.
Questions about this project template
What should be on a cybersecurity checklist?
A cybersecurity checklist usually covers onboarding and access, discovery and baselining, hardening and controls, endpoint protection and scanning, remediation, and ongoing monitoring and incident response. The safest checklists also record what changed and how to roll it back if something critical breaks.
What do you fix first in cybersecurity?
Most teams start with discovery and a baseline so the priorities are based on what exists and what’s exposed. After that, the usual early wins are access controls like MFA and closing obvious external exposures before deeper remediation.
Do you need admin access to do security hardening?
Security hardening often needs admin level access in systems like Microsoft 365 and Google Workspace, plus access to network devices and endpoints. Access should be approved up front and tracked, with changes recorded alongside rollback steps.
Will MFA break email or remote access?
MFA can disrupt sign ins if rollout and conditional access rules aren’t planned around the way people actually log in. A rollout plan, testing, and clear rollback steps reduce the risk of locking out staff or breaking remote access.
What is the difference between vulnerability scanning and penetration testing?
Vulnerability scanning finds known issues by checking systems and services against vulnerability data, then records the findings for remediation. Penetration testing goes further by attempting exploitation paths to show real impact, usually with a tighter scope and deeper manual work.
What should an incident response plan include for a small business?
A small business incident response plan usually includes triage steps, containment actions, who to contact, and how backups and recovery will run if systems need to be rebuilt. Same day support terms and handover notes help when an incident hits outside normal hours.
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