Now that you know how to create a basic checklist, here is an example of a common industry checklist that you can create for an organization.
Building a Workstation Deployment Checklist
Log in to your IT Glue account.
Navigate to the organization you want to build a checklist for. If you are creating this as a generic checklist for your team to use with multiple clients, you will want to create it inside your own organization.
In the left-hand menu, select Checklists and then click on + New > Checklist.
Use the below title, description, and tasks as a guideline for this Workstation Deployment Checklist. Feel free to adjust any of the information to better fit your business needs.
Title - Workstation Deployment Checklist - [Workstation Number/ID]
Description - All [company name] managers (or, administrators as delegated) are to complete this checklist when deploying a workstation for the first time.
Tasks - See table below
Suggested Task Name | Suggested Task Description |
Unbox, boot up, check specs against order |
|
Check firmware is current, upgrade if required |
|
Connect to imaging network, boot from NIC | Note: For standard computer at POST, select F12. Non-standard computers may have a different method to boot from network. |
Refer to organization site summary asset to confirm which image to select |
|
Install RMM agent |
|
Check all RMM first time scripts are run successfully | Troubleshoot as necessary with SOP |
Example of a fully built Workstation Deployment Checklist:
Related Items
Feel free to check out our other examples of common industry checklists: