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Post-mortem templates

A good post-mortem is one that actually gets written. Templates remove the blank-page problem by giving your team a consistent structure to fill in rather than having to start from scratch when they are tired and ready to move on.

Consistent post-mortems also build institutional knowledge over time - the same sections, the same questions, the same level of detail - making it easier to spot patterns across incidents and demonstrate improvement to stakeholders.

Create a template once and it becomes available to select from the Post-mortem tab on any incident.

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Creating a template

Navigate to Incidents > Post-mortem templates and click + New template.

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Field Description
Name A descriptive name for the template (e.g. Post-deploy regression)
Description Guidance on when to reach for this template (optional)
Draft The template body, written in Markdown. Use this for headings, standard sections, and boilerplate text your team fills in each time.
Structured prompts Optional labelled fields - What happened, Impact, Root cause - that prompt writers to cover the key areas.

Click Create to save the template.

Using a template

When an incident is resolved, open the Post-mortem tab on the incident detail page and click Choose a starting point. Your saved templates appear as options alongside a blank page. Select one to open the editor pre-populated with the template content.

Write or edit the post-mortem in the Markdown editor, then export it when done. Exports are available as PDF, Markdown, or HTML.

Managing templates

All templates are listed on the Incidents > Post-mortem templates page. Edit or delete any template at any time. Changes do not affect post-mortems already in progress on existing incidents.


Need more help?

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