Settings
Templates
Create and manage templates to standardize case creation and response procedures in your security operations.
Overview
The Templates section allows you to create and manage predefined templates for various aspects of your security operations. Templates help ensure consistency, save time, and standardize processes across your organization by providing ready-to-use configurations for cases, tasks, and workflows.
Managing Templates
Creating a New Template
Click the “Create” button to start creating a new template:
Configure the basic template information:
- Template name
- Description
- Category
- Type (Case/Task/Workflow)
- Access permissions
Configuring Template Details
Define the comprehensive configuration for your template:
Specify detailed settings:
- Content structure
- Default values
- Required fields
- Automation rules
- Team assignments
Template Management
View and manage your configured templates:
The template list displays:
- Template name
- Description
- Category
- Type
- Usage count
- Last modified
- Actions
Template Types
Case Templates
- Incident Response
- Threat Hunting
- Vulnerability Management
- Security Assessment
- Compliance Review
Task Templates
- Investigation Steps
- Evidence Collection
- Analysis Procedures
- Remediation Actions
- Status Updates
Workflow Templates
- Alert Triage
- Incident Response
- Threat Investigation
- Compliance Checks
- Regular Assessments
Template Components
Content Structure
- Sections and subsections
- Field definitions
- Dynamic content
- Variable placeholders
Default Values
- Predefined fields
- Standard responses
- Common settings
- Initial assignments
Automation Rules
- Automatic field population
- Conditional logic
- Required actions
- Workflow triggers
Best Practices
Template Design
- Clear organization
- Consistent structure
- Comprehensive coverage
- User-friendly format
Content Management
- Regular updates
- Version control
- Change documentation
- Usage tracking
Team Usage
- Training materials
- Usage guidelines
- Access controls
- Feedback collection
Quality Assurance
- Regular reviews
- Validation checks
- Effectiveness monitoring
- User feedback
Using Templates
In Case Management
- Quick case creation
- Standardized responses
- Consistent documentation
- Efficient handling
In Task Management
- Structured workflows
- Clear procedures
- Repeatable processes
- Quality assurance
In Reporting
- Template usage metrics
- Efficiency analysis
- Process improvements
- Success tracking