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First-day workspace setup checklist

Use this first-day checklist to configure an InfraCue workspace before inviting your internal IT team.

Updated 26 Jul 2026

The fastest route to a useful service desk is to set the service boundaries before your team starts raising tickets. The Setup Guide keeps these steps in order and shows your remaining progress.

Complete these seven essentials

  • Add your company name and logo in Settings.
  • Create the locations and departments your team supports.
  • Review the starter ticket categories and sub-categories.
  • Confirm priority levels and their unique sort order.
  • Set active SLA rules for the categories and sub-categories you support.
  • Invite Admins, Infra Leads, Infra Engineers and Employees.
  • Create one internal test ticket and make sure it reaches the right owner.
Company profileLocations and departmentsCategories and SLAInvite teamTest ticket