Templates

Postmortem templates define the structure and required sections of a postmortem. Templates ensure consistency across your organization and reduce the time it takes to write a postmortem.

Built-in templates

Batida ships with two built-in templates:

Standard postmortem

The default template used by most teams. It includes:

• Title and metadata (date, severity, incident link)
• Timeline
• Root cause analysis
• Impact summary
• Action items
• Lessons learned

Lightweight postmortem

A shorter template for low-severity incidents (P3, P4). It includes:

• Title and metadata
• Brief timeline (max 5 events)
• Root cause (one paragraph)
• Action items

INFO

Organization administrators can set a default template in Organization settings. The chosen template is pre-selected when creating a new postmortem.

Using a template

1. Click New Postmortem (or Create Postmortem from an incident).
2. In the template selector, choose the template you want to use.
3. Batida populates the postmortem with the template structure.
4. Fill in each section.

When creating from an incident, Batida also pre-fills the timeline and metadata regardless of the template you choose.

Creating custom templates

If the built-in templates do not fit your workflow, create a custom template:

1. Navigate to Settings > Postmortem Templates.
2. Click Create Template.
3. Define the template sections using the rich text editor.
4. Use placeholders like {{incident.title}} and {{incident.severity}} to auto-populate fields.
5. Save the template.

Available placeholders

Placeholder	Description
{{incident.title}}	The incident's title
{{incident.severity}}	The severity level (P1-P4)
{{incident.duration}}	Total incident duration
{{incident.commander}}	The Commander's name
{{incident.created_at}}	Incident creation timestamp
{{incident.resolved_at}}	Incident resolution timestamp

Managing templates

• Edit -- update the structure, sections, or placeholders of an existing template.
• Duplicate -- create a copy of a template to use as a starting point for a new variation.
• Archive -- remove a template from the selector without deleting it. Archived templates are still attached to existing postmortems.