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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.
The post-mortem feature is available on the Professional plan only.

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Built-In Templates

The system comes with two ready-to-use built-in templates:
TemplateLanguageSections
默认故障复盘报告模板ChineseSummary, Root Cause, Impact, Timeline, Corrective Actions, Lessons Learned
Default Post Mortem Report TemplateEnglishSummary, Root Cause, Impact, Timeline, Corrective Actions, Lessons Learned
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.

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What Each Section Is For

SectionWhat Question Does It Answer
SummaryWhat happened? A few sentences to give anyone not involved a quick overview
Root CauseWhy did it happen? What were the direct and underlying causes
ImpactHow many users were affected, which services, and for how long
TimelineFrom detection to recovery — what was done and when
Corrective ActionsWhat will be done next to prevent similar issues
Lessons LearnedWhat did the team take away from this experience

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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

FieldRequiredDescription
Template nameYesGive it a clear name, such as “Payment Team Post-Mortem Template”
Template descriptionNoBriefly describe what scenarios this template is for
Owning teamYesSelect the team responsible for maintaining this template
Template contentYesDefine the section structure in the editor
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.
The template’s section structure also serves as the framework for AI-generated content, so clear section definitions don’t just help people write better — they also make the AI’s output more targeted.

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Editing and Deleting Templates

Click any custom template in the template list to edit its name, description, owning team, or content. Templates that are no longer needed can be deleted.
Deleting a template does not affect any post-mortem reports that were already created using it.

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Who Can Manage Templates

Anyone can create a template, but editing and deleting are controlled by team ownership:
RoleEdit and Delete
Account-level user / Account adminCan manage all templates
Members of the template’s owning teamCan manage their team’s templates
Other usersCan view and use only, cannot edit or delete
While editing and deleting have permission restrictions, all users can choose any template when creating a post-mortem report — including custom templates created by other teams.