Create a Template

Learn how to create and manage runbook templates.

Cutover Documentation Team avatar
Written by Cutover Documentation Team
Updated over a week ago

Templates allow you to create runbooks based on settings you've previously defined, making your workflow more efficient and easier to replicate. In this article, we'll cover the template creation process within Cutover.


Templates are created directly from runbooks within your workspace. With templates, you have the ability to create multiple runbooks based on settings you've previously defined, allowing you to create a workflow that executes seamlessly.

You may think of templates as a framework that includes a specific set of tasks that work toward a specific goal that you can replicate and execute as often as needed.

To create a template, you will need to either be a workspace runbook creator or runbook admin.

Create a template

Templates can be created from existing runbooks in your workspace. To create a template, follow the steps below:

  1. Navigate to the runbook you'd like to create a template from.

  2. Click the cog icon next to the runbook title.

  3. Click Make template.

  4. In the Create Template modal, click Confirm.

Before your template can be used, please note that the template will need to be approved. If the runbook type the template was created from does not have a template workflow assigned, you will be able to self-approve the template.

Please refer to our Template Workflow help center article to learn about template workflows.

Once the template has been approved, it will be available for use.

Template actions

When selecting one or more templates in the Templates tab of your workspace, the following actions are available:

  • Duplicate selected templates

  • Edit selected templates

  • Archive selected templates

  • Merge selected templates

Note: Templates cannot be merged into an approved or rejected template. As a result, the option to merge selected templates will not appear for approved or rejected templates.

Additionally, when merging into existing templates, ensure the template is in a Draft state. Alternatively, you have the ability to create a new, empty runbook or template as the merge destination.

Did this answer your question?