Information Technology Templates
IT processes that live in someone’s head produce unreliable systems, security gaps and a support team that cannot keep quality up as the organisation grows. A patch cycle nobody verifies, a backup nobody has restored or a server retired without checking what depended on it creates risk that grows with every change and every new system. CheckFlow’s information technology checklist templates give each of these processes a repeatable structure, with a named owner for every step and a record of every run.
The library holds 24 templates in four groups: service management, from the daily service desk routine and on-call handovers through incidents, postmortems, problems, change and new software rollouts; infrastructure and servers, from the first build through maintenance, patching, OS upgrades and capacity planning to decommissioning; IT assets, licences and accounts, from the register and licence audits to directory cleanup and secure disposal; and continuity and recovery, from monthly restore tests to business continuity exercises. Every template is free to copy and fully editable, and each page links to a live example you can open without signing up.
Security reviews such as access reviews, firewall rule reviews, vulnerability management and security incident response have their own cybersecurity templates.
Service Management Templates
The day-to-day service desk and ITIL processes: running the desk each day, handing over the pager, restoring service, learning from incidents, fixing root causes, controlling change and rolling out new software.
Infrastructure & Server Templates
The whole estate’s lifecycle, from the first server build through routine maintenance, patching, OS upgrades and capacity planning to a clean decommission.
IT Asset, Licence & Account Templates
Keep the asset register, software licences and directory accurate while they are in use, then dispose of kit with proof that the data is gone.
Continuity & Recovery Templates
Prove you can recover: test restores every month, audit disaster recovery readiness and exercise the business continuity plan.
Explore Our Information Technology Templates
All 24 IT templates, one line each. Every template page explains the process behind it, lists every phase and task, and links to a live example you can open without signing up.
Service Management
- IT Support Checklist: Take a support request from intake and triage through assignment, resolution, user communication and confirmed closure.
- Support Ticket Response Checklist: Handle each ticket the same way: acknowledge, triage, escalate against clear criteria, resolve and record the root cause.
- IT Help Desk Daily Checklist: Run the service desk each working day: intake channels, queue triage, SLA breaches, aged tickets, major-incident watch and shift notes.
- Incident Management Checklist: Restore a disrupted service: detect and log, classify severity, escalate, keep stakeholders informed and resolve.
- On-Call Handover Checklist: Hand the pager over cleanly: open incidents, silenced alerts and risky changes, a tested page, then a review of the rotation.
- Incident Postmortem Template: Run a blameless post-incident review: triggers, timeline, contributing factors, a facilitated meeting and actions tracked to closure.
- Problem Management Checklist: Find and remove the cause behind recurring incidents: trend analysis, root cause analysis, known errors, workarounds and the permanent fix.
- IT Change Management Checklist: Move a change from request through risk assessment, CAB review, implementation planning and post-change review.
- New Software Implementation Checklist: Roll out a new business application: owners and success measures, SSO and provisioning, data migration, pilot, go-live approval and hypercare.
- IT Support Agreement Checklist: Define and manage an IT support agreement: SLAs, service scope, performance monitoring, reviews and renewal.
Infrastructure & Servers
- Server Setup & Provisioning Checklist: Build physical, virtual and cloud servers to one baseline, then register, test and hand them over to operations.
- Server Maintenance Checklist: Weekly, monthly and quarterly server care: alerts, disk, logs, backups, certificates, accounts and hardware health.
- Monthly IT Maintenance Checklist: The whole-estate monthly routine for IT teams and MSPs: endpoints, backups, network, accounts, SaaS tenant, renewals and a signed report.
- Patch Management Checklist: Run the monthly patch cycle: triage by CISA KEV and severity, pilot rings, change approval, staged rollout and verification.
- Operating System Upgrade Rollout Checklist: Move endpoints and servers to a new OS version in rings: compatibility, pilot, rollback window, exceptions and end-of-support dates.
- IT Capacity Planning Checklist: A quarterly capacity review: utilisation baselines, business demand, forecasts, headroom, cloud and on-premises options and a signed plan.
- Server Decommissioning Checklist: Retire a server safely: dependency discovery, final backup, a scream test, then DNS, access, platform and CMDB cleanup.
IT Assets, Licences & Accounts
- IT Asset Management Checklist: A monthly ITAM cycle: reconcile discovery with the register, tag new kit, reclaim unused licences and plan renewals.
- Software License Audit Checklist: Prove entitlements, count installs and SaaS seats, calculate the effective licence position and respond to a vendor audit.
- Active Directory & Entra ID Account Cleanup Checklist: Find stale users, computers, groups, guests, devices and app secrets, then disable, wait, approve and delete safely.
- IT Asset Disposal (ITAD) Checklist: Dispose of devices with a chain of custody, NIST SP 800-88 sanitisation, per-device certificates and vendor checks.
Continuity & Recovery
- Backup Verification & Restore Test Checklist: Test restores every month: coverage against the asset list, 3-2-1 and immutable copies, and measured RTO and RPO.
- Disaster Recovery Audit Checklist: Audit disaster recovery readiness: backups, RTO and RPO validation, failover testing, staff preparedness and plan review.
- Business Continuity Plan Testing Checklist: Run BCP exercises end to end: objectives from the BIA, tabletop or live scenarios, a post-exercise report and plan updates.
Why IT Teams Use CheckFlow
IT changes reviewed and approved before implementation
The unreviewed change that takes a production system down on a Friday afternoon is not bad luck — it is a process failure. CheckFlow's change management workflow requires risk assessment, impact analysis, and change advisory board review before any change can be marked as approved for implementation — making unapproved changes the exception rather than the rule.
Incidents resolved with a documented record
Post-incident reviews that rely on recalled timelines rather than documented ones produce inaccurate root cause analysis and miss the systemic improvements that prevent recurrence. CheckFlow's incident management workflow captures every action taken and every escalation made in real time — building the timeline that makes the post-incident review genuinely useful.
Support quality consistent across every team member
IT support quality that varies based on which technician handles a ticket — some thorough, some perfunctory — creates an inconsistent user experience and a support record that doesn't reflect what was actually done. CheckFlow deploys the same structured support process to every team member, ensuring every ticket receives the same quality of triage, the same communication standard, and the same documented resolution.
Information Technology Templates: Frequently Asked Questions
Which IT template should we start with?
Start with the process that fails most often, or costs most when it does. Teams with a busy service desk usually begin with the incident management and IT support templates. Teams preparing for an audit or a cyber insurance renewal usually start with patch management and backup verification, because those are the controls assessors ask for evidence of first. Add the others once the first one runs every month without being chased.
What is the difference between incident management, a postmortem and problem management?
Incident management restores the service as quickly as possible, even with a temporary workaround. The incident postmortem runs afterwards for incidents that meet your triggers: it rebuilds the timeline, finds the contributing factors and tracks the actions agreed in the review. Problem management is the longer investigation into the underlying cause, often across several incidents, and ends with a permanent fix delivered through change management. A postmortem can raise a problem record, and one problem record can outlive many postmortems.
How do the server templates fit together?
They follow a server through its life. The server setup checklist builds it to your baseline and hands it to operations. From then on the server maintenance checklist covers routine care, the patch management checklist covers the monthly patch cycle and the OS upgrade rollout checklist moves it to a new operating system version before the old one loses support. The quarterly capacity planning checklist decides when it needs more resources, or whether it is needed at all. When the server is no longer needed, the server decommissioning checklist retires it safely, and any physical hardware moves on to the IT asset disposal checklist.
Which IT checks should run daily, monthly and quarterly?
A common pattern is to run the service desk’s own routine every working day with the IT help desk daily checklist, and to hand the pager over at every rotation change with the on-call handover checklist. Once a month, the monthly IT maintenance checklist checks the whole estate and confirms that the server maintenance, patch and restore test runs happened. Each quarter, many teams add a capacity review and an Active Directory and Entra ID account cleanup, and review each major vendor’s position with the software license audit checklist ahead of its true-up or renewal. Treat these cadences as a starting point and tune them to your risk.
How often should we test backups and exercise the continuity plan?
Test restores every month, rotating through systems so each one is restored at least once a year and the most critical ones more often. The backup verification checklist records each measured restore time against its RTO and RPO. Audit disaster recovery readiness at least once a year with the disaster recovery audit checklist. Exercise the business continuity plan through the year, from tabletop walkthroughs to live tests, with the business continuity plan testing checklist, and review the whole programme annually.
Can CheckFlow's IT templates be customised for different technology environments?
Yes. Every template can be edited: add or remove tasks, change due dates, assign steps to people or groups, and add form fields for the evidence you need. Several templates already branch on the environment. The server setup and decommissioning checklists show different tasks for physical, virtual and cloud servers, and the maintenance checklist adds hardware checks only when a group includes physical servers. MSPs can keep a separate copy for each client, with that client’s systems, SLAs and escalation contacts.
Is CheckFlow free for these IT templates?
14-day free trial, no card required. The Business plan is $10 per user per month after the trial. Full details at checkflow.io/pricing.