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Release: Australia · Updated: 2026-06-03 · Official documentation · View source

Recovery strategy and task templates

Business continuity planners often rebuild the same recovery structures each time they author a plan. Reusable templates remove that repetition by capturing standard strategies, tasks, and task groupings once and applying them wherever they are needed.

Recovery strategy templates capture the implementation profile of a strategy (estimated time to implement, maximum duration of use, estimated % of operations achieved, and comments) so the same strategy can be applied to loss scenarios across plans.

  • Task templates are standalone, reusable tasks that you can add to a recovery task or event task on an adhoc basis. Individual task templates do not carry dependencies.

  • Task template groups bundle multiple task templates and define dependencies between them. A group can apply to all element definitions or to specific ones (for example, Business service or Linux server), which scopes the groups offered when you add them from a loss scenario or recovery strategy.

Templates can be associated with plan templates at the plan, loss scenario, and recovery strategy levels, so a plan created from the template generates the full hierarchy in a single operation.

If you are upgrading from a version without templates, you do not have to start from scratch: select existing recovery tasks or event tasks and save them as a new group (dependencies preserved), add them to an existing group, or save them as individual task templates."

Parent Topic:Structured workflows for BCPs

Related topics

Configure a recovery strategy template

Apply Task templates and Task template groups

Create a business continuity plan from a plan template

Event task creation progress in exercise and crisis events