Free IT Checklist Template
An IT checklist tracks onboarding, requests, active work, client dependencies, and verification so support work moves from intake to close without gaps.
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Recurring outages, half-finished changes, and missing passwords are the stuff that makes a team feel like nobody’s really on top of IT. This IT checklist runs the work as a project board, so the handoffs stay visible and the next step doesn’t live in somebody’s head. The columns sit under brass accents with Raleway headings and Inter body text, so updates read like labeled work, not a chat thread.
The board moves left to right from Client onboarding through Incoming requests and Active work, then pauses in Waiting on client when approvals or credentials block progress. Work closes in Verify and close, where the cards cover acceptance tests, documentation, and the next review, so changes don’t ship without a check and a handoff note.
- Client onboarding Cards cover audits, admin access, backups, and tenant cleanup planning, so the first pass through an environment gets captured before changes start.
- Incoming requests Cards hold triage, urgent incidents, and scheduling, so new work enters the board without skipping intake.
- Active work Cards cover firewall and Wi‑Fi refresh, Microsoft 365 cleanup, backup testing, workstation handoff, and patching, so delivery stays grouped in one place.
- Waiting on client Cards track approvals, credentials, and consent, so blocked work doesn’t get mistaken for finished work.
- Verify and close Cards cover acceptance tests, handoff notes, and the next review, so the close-out includes proof and a record.
Once the template is in Plutio, you plug in your own dates since the board keeps order, not a calendar, then add the people doing the work and assign the cards. From there, the checklist becomes the place support tickets, planned changes, and verification steps get tracked until the last card lands in done.
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What is on this board
5 columns carrying 18 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 |
|---|---|
Client onboarding | This column carries cards for audits, admin access documentation, backup checks, and Microsoft 365 cleanup planning, so the first work starts with the basics captured.
|
Incoming requests | This column holds triage and incident response cards, plus scheduling for onsite visits and planned changes, so new requests enter the same flow as project work.
|
Active work | This column carries the delivery cards, including firewall and Wi‑Fi refresh, tenant cleanup, backup testing, workstation build and handoff, and patching, so the technical work stays explicit.
|
Waiting on client | This column tracks the cards that need client input, like purchase approvals, credentials, and disposal decisions, so blocked items don’t disappear.
|
Verify and close | This column carries verification, documentation, and next-step cards, so changes get checked and the handoff gets written down.
|
What happens when you install it
- A project is created with its board, 5 columns and 18 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
Managed service providers, internal IT teams, and helpdesk support leads who need one place to track onboarding, requests, changes, and close-out checks.
Questions about this project template
What should an IT checklist include?
An IT checklist usually includes onboarding tasks, a place to triage incoming requests, the active work being delivered, anything waiting on client approval or credentials, and a close-out step for verification and documentation. This board covers those as five columns with cards for each step.
How do you track IT onboarding tasks for a new client?
IT onboarding tracking works best when audits, admin access, backup testing, and cleanup planning sit in a single queue that moves toward completion. The Client onboarding column groups those cards so nothing starts without the setup work recorded.
How do you stop IT work from getting stuck waiting on the client?
Work gets stuck when approvals, credentials, or consent live in email threads instead of the work tracker. A Waiting on client column makes those blockers explicit so the team can see what’s paused and why.
What’s a good workflow for helpdesk and support tickets?
A workable flow separates intake from delivery, so triage and urgent incident response don’t get mixed up with planned project work. The Incoming requests column holds triage, incident response, and scheduling, then the work moves into Active work.
How do you verify IT changes before closing a ticket?
Verification usually means acceptance tests, documenting what changed, and writing handoff notes so the next person can follow the work. The Verify and close column groups those cards so close-out includes proof and a record.
Does an IT checklist need dates and timelines?
Dates help when you’re scheduling people and coordinating downtime, but the checklist itself can focus on order and ownership first. This board keeps the workflow sequence and leaves you to add your own dates as needed.
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