Help Desk · beginner

Microsoft Forms + Power Automate Ticket Routing System

A complete no-code ticket intake system — Microsoft Forms collects the request, Power Automate routes it to the right tier, and SharePoint stores the audit trail.

Project overview

Most help-desk teams today run on Microsoft 365. Showing you can deliver a working ticketing flow with NO code proves you can be useful on day one — without waiting for a developer to spin up Jira or ServiceNow.

Real-world use case

A 50-person company that wants its employees to submit IT tickets through a simple form and have them auto-route to the right Tier-1 technician based on category and urgency.

Tools and technologies

Skills you can demonstrate

Low-Code Automation, Service Desk Workflows, Microsoft 365

Build roadmap

  1. Get a Microsoft 365 dev tenant
    Sign up for the free Microsoft 365 Developer Sandbox. It includes Forms, Power Automate, SharePoint, and Outlook with sample users.
  2. Build the intake form
    Create a Microsoft Form with: Requester Name, Email, Category (Hardware/Software/Access/Other), Urgency (Low/Medium/High), Description.
  3. Create the SharePoint list
    Build a "IT Tickets" list with matching columns + Status (Open/In Progress/Resolved) + Assigned To. This is your ticket database.
  4. Build the routing flow
    In Power Automate, trigger on form submit. Use a Switch action on Category to set Assigned To. Write the row to SharePoint.
  5. Add SLA notifications
    Add an Outlook step: email the assignee with a deep link to the ticket. Add a "Delay until" branch that escalates to a manager if Status is still "Open" past the SLA window.
  6. Test and document
    Submit 10 test tickets across categories. Verify routing, escalation, and SharePoint entries. Record the demo + write a clear README.

Ways to extend the project

Add an AI Builder action that auto-categorizes free-text descriptions into Hardware / Software / Access / Other before routing.

How to showcase your work

Open this project in BuildersBenchBrowse Help Desk projects