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Creating Postmortems in 3 clicks
Creating Postmortems in 3 clicks

Customising, generating and sharing post-mortems in incident.io

Chris Evans avatar
Written by Chris Evans
Updated over 10 months ago

Rather than going through reams of information and trying to pull together a narrative of what happened, we can automatically put together an incident document summarizing what happened.


πŸ—‚ Generating your post-mortem

Right now, you can only generate a post-mortem for closed incidents.

1️⃣ From the incident's page, click 'Generate'

From here, you can choose to either use a default template or your custom template to create your post-mortem. You can now click on Copy to Clipboard before heading to the next step below.

2️⃣ Paste into your editor

Head on over to your editor of choice, create a new document and paste it in.

This will work nicely in most modern editors (at the time of writing, Google Docs, Notion, Confluence, Jira, and Slab have all been confirmed to work fine).

3️⃣ 'Attach' the postmortem to the incident

Click the "Attach" button in the Post-mortem section of the sidebar.


πŸ’Ž Customizing your postmortem

Do you already have a template your team follows, with prompts and sections that work for you? No problem!

1️⃣ Go to Settings > Post-mortem

From here you can turn sections ON/OFF and reorganize them.

Use the Custom Block section type to add your own custom content, including support for tables, lists, headings, and dynamic variables.

πŸŽ“ Looking for some Post-mortem best practices? We compiled some here with Gergely Orosz (The Pragmatic Engineer), and can share more - reach out or grab us for a 1:1!

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