Advisory Templates

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.
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.

Create and edit

Click New Template (Partner Owners only; see Roles & 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.