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NinjaOne: Tackling Tasks as a Level 1 Helpdesk

  • December 23, 2025
  • ProVal Technologies, Inc
  • Tech Tuesday

We’re walking through NinjaOne from a Level 1 Helpdesk perspective and showing you how to handle day-to-day tasks more efficiently. From navigating the platform to tackling common tickets, this walkthrough is designed to help Level 1 techs move faster and stay organized.

Step by Step:
  1. Open NinjaOne and prepare to troubleshoot a “computer is slow” call without remoting into the device.
  2. Navigate to the device in NinjaOne using one of these methods.
  3. Search for the device from the dashboard search bar by typing the device name.
  4. Alternatively, click Dashboard, select the organization, and navigate to the device from there.
  5. Alternatively, click Devices and select the device from the device list.
  6. Open the device so you land on the device dashboard.
  7. Check the device uptime on the device screen to see if it likely needs a reboot.
  8. Review CPU utilization on the device dashboard to see if usage is unusually high.
  9. Review memory utilization on the device dashboard to see if usage is unusually high.
  10. If rebooting is the next step, hover over the play icon on the device page.
  11. Select Reboot and choose Reboot Now.
  12. Confirm the reboot prompt to initiate the reboot.
  13. Watch the Activities area to confirm the action completed and the reboot was successful.
  14. Wait for the device to come back online.
  15. Once it’s online, confirm with the user whether performance improved.
  16. If it’s still slow, check disk drive space from the device dashboard.
  17. If disk space is full, hover over the play icon again.
  18. Go to Automation and run the native Windows Cleanup option/script.
  19. Confirm the activity shows Windows Cleanup was triggered and allow it to run.
  20. If the issue still isn’t resolved, check the Health Issues section on the device page.
  21. Look for indicators like pending patches, vulnerabilities, or antivirus threats that may be contributing to slowness.
  22. If those items appear, document them in your notes as part of troubleshooting.
  23. Escalate to Tier 2 if reboot + cleanup didn’t resolve the issue and health issues suggest patching, vulnerability, or AV concerns.
  24. Use this workflow as a Tier 1 approach to troubleshoot common performance issues in NinjaOne without needing to remote in.

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Michael LaFond
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NinjaOne: Tackling Tasks as a Level 1 Helpdesk

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