Stop wasting time on aimless troubleshooting
IT support often spins in circles when there's no systematic approach to diagnosing problems. This template walks technicians through a logical 5-step process - from gathering details to reproducing the issue to testing fixes - so problems actually get solved instead of endlessly poked at.
Run this workflow in Tallyfy with people, AI, and conditions
| Status | Step | Assignee | Deadline |
|---|---|---|---|
| Status: Completed | 1. What exactly is the problem? | TM Team member | |
| Status: Active | 2. Gather more details and rule things out why this works | Claude AI agent | |
| Status: Waiting | 3. Reproduce the problem and form your best guess | TM Team member | |
| Status: Conditional | 4. Try a fix based on what you've found why this works | Claude AI agent | |
| + 1 more step below | |||
Tallyfy is the accountability layer that lets this template mix people, AI agents, and conditions in one auditable flow
Process steps
What exactly is the problem?
Gather more details and rule things out
Reproduce the problem and form your best guess
Try a fix based on what you've found
Did that actually fix it?
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Why Tallyfy is the AI control layer
Set up
Define the recipeLay out your steps, deadlines, and who does each: a person, AI, or a rule.
Run
People + AI togetherLaunch in one click. AI does the routine steps; people approve. No glue code.
Track and improve
Audit and learnWatch every step live, then refine - a gradual shift, never a total redo.
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