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Review Templates

How to save a review template, use it when creating a review, and manage templates from the project page.

What this page is for

This page explains what review templates are and how to use them to make repeat reviews faster and more consistent.

What a template is

A review template saves the full configuration of a review — the project, the saved connection, the subscription scope, the WAF rule set, and options such as Landing Zone assessment — so you can requeue the same setup in seconds rather than stepping through the modal from scratch each time.

Templates belong to a project. They appear in the Templates tab on the project page.

When to use one

Create a template when:

  • a project will be reviewed more than once with the same scope
  • you want a colleague to be able to queue the same review without knowing all the settings
  • you plan to attach a recurring schedule

How to save a template

Option 1 — From a completed review

This is the recommended path for a first template because the scope is already proven.

  1. Open a completed review.
  2. In the review header, click Save as Template.
  3. Give the template a name (for example: "Monthly posture check").
  4. Save.

The template is saved to the project that owns the review.

Option 2 — From the project page

  1. Open the project page.
  2. Click the Templates tab.

Templates tab on the project page

  1. Click New Template.
  2. Fill in the template details — a name, the saved connection, and any options.
  3. Save.

A template created this way uses all subscriptions accessible to the selected connection at review time. If you want a fixed subscription subset, use Option 1 instead.

How to use a template when creating a review

When you open the New Review modal:

  1. Select the project.
  2. On the authentication step, look for the Use Template option if one exists for this project.
  3. Select the template — the modal populates with the saved settings.
  4. Review the selected subscriptions, rule set, and report options on the Confirm step.
  5. Click Queue Review.

Managing templates

From the Templates tab on the project page you can:

  • view all templates for the project
  • rename a template
  • edit the template configuration
  • delete a template you no longer need

Common mistakes

  • Creating a template before proving the review scope works end-to-end — save it from a completed review instead
  • Forgetting that templates belong to a specific project
  • Not naming templates clearly enough to tell them apart (for example: "Monthly" vs "Quarterly" vs "Full scope")

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