See Workflow Tracker in Action
Real MSP workflows, structured and tracked. See how each workflow type transforms a chaotic process into an accountable, repeatable system.
From Chaos to Accountability in Every PC Deployment
Transform a complex, multi-step PC setup into a structured, trackable process with auto-generated tasks based on deployment classification.
The Problem Without Workflow Tracker
A technician gets a new PC deployment job. They pull up last month's deployment notes, try to remember the steps, and start working. Three hours later, the client is live — but the VPN client wasn't installed, the AV policy wasn't applied, and no one updated the Autotask ticket. The senior tech finds out when the client calls next week.
With Workflow Tracker, the technician creates a new PC Deployment, selects the classification (Standard / Premium / Server) and user type, and the system generates the complete task list automatically. Every step is tracked with timestamps. The Autotask ticket updates automatically. The client's team gets a Teams notification on completion.
Key Benefits
- No more missed steps — every task is accounted for before a deployment can close
- Classification-driven automation — Standard, Premium, and Server deployments each get the right task set
- Full audit trail — timestamps, technician attribution, and notes per task for every deployment
- PSA sync — the linked Autotask ticket updates automatically throughout the process
Workflow Walkthrough
Phase 1 — Preparation
- Hardware unboxing and BIOS verification
- Operating system imaging
- Initial Windows Updates
- Asset tag registration
Phase 2 — Setup
- Domain join (AD / Azure AD)
- Install Microsoft 365
- Deploy endpoint protection
- Apply Group Policy
Phase 3 — Configuration
- Create user profile
- Install department-specific software
- Configure email profile
- Set up VPN client
Phase 4 — Handover
- Connectivity and access verification
- Client sign-off documentation
- Autotask ticket closure
- Teams completion notification
Ready to Streamline Your PC Deployment?
Start your free 30-day trial and see how Workflow Tracker transforms your team's processes.