Why Templates
Having to think from scratch about “what should we cover” every time you write a post-mortem is both time-consuming and error-prone. Templates solve this by defining sections and guidelines upfront, so every report follows a consistent structure — and giving AI a clear framework to generate content from.Built-In Templates
The system comes with two ready-to-use built-in templates:
These two templates cover the most common sections in a post-mortem and work well for most scenarios. If your team has specific needs, you can create custom templates based on these.
Built-in templates cannot be modified or deleted.
What Each Section Is For
Creating Custom Templates
If the built-in templates don’t fully meet your needs — say your team wants to add a “Customer Communication Log” or “Cost Impact Assessment” section — you can create custom templates.1
Go to Template Management
On the post-mortem report page, click “Template Management”.
2
Fill in Basic Information
3
Design the Section Structure
Define your template sections in the editor. We recommend using H2 headings for section titles and adding a quote block under each one as a writing guide to tell authors what that section should cover.
4
Save
Click “Save” to finish. The new template will immediately appear in the template list and be available for all users when creating post-mortem reports.