# Advisory Templates
URL: https://docs.autociso.io/console/partner/templates/
Description: Advisory Templates are reusable workflows (for example a quarterly access review) that you define once and apply to many clients. They are listed under Library in the sidebar.

*This is the help text the console shows in the help panel on this page.*

Advisory Templates are reusable workflows (for example a quarterly access review) that you define once and apply to many clients. They are listed under **Library** in the sidebar.

### Browse
Filter by type: **Review Cadence**, **Offboarding Checklist**, **Evidence Blueprint**, **Compliance Preset** or **Remediation Playbook**. Each card shows how many steps it has and how many times it was applied; **AI-generated** marks templates created with AI. With none you see **No templates yet**.

### Apply a template
1. Click **Apply** on a template.
2. Select the client organizations from your [Portfolio](https://docs.autociso.io/console/partner/portfolio/).
3. Optionally add **Notes** (for example "Q2 review prep").
4. Click **Apply to N clients**.

The steps become items for those clients in the [Action Queue](https://docs.autociso.io/console/partner/action-queue/).

### Create and edit
Click **New Template** (Partner Owners only; see [Roles & Permissions](https://docs.autociso.io/getting-started/roles-and-permissions/)). Give it a **Template name** and **Type**, an optional **Description**, and at least one step with **Step title**, **Category**, **Severity** (**Critical**, **High**, **Medium**, **Low**) and **Description**. Use **Add step** and **Remove step** to change the list, optional **Tags**, then **Create template** or **Save template**. **Delete** removes a template; this cannot be undone.