Incident Follow-ups

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Overview

Incident follow-ups are tasks to be performed following an incident’s resolution. Follow-ups are usually work items intended to improve the reliability of your systems or the effectiveness of your incident response process.

You can use Datadog Incident Management to define, manage, and track follow-up tasks for your incidents.

Create and manage follow-ups

You can define and modify incident follow-ups at any point during an incident. To manage an incident’s follow-ups:

From the Web app: Go to the incident’s Remediation tab to manage its follow-ups.

From Slack: In the incident channel, run /datadog followup to create a follow-up or /datadog followup list to manage existing follow-ups.

Export follow-ups

You can use Incident Management to export your follow-ups to either Case Management or Jira.

To export follow-ups, you must first go to “Follow-ups” in Incident Management settings and define an export template. An export templates describes one way that Datadog can export and sync a follow-up.

Two types of export templates are supported: Case Management and Jira.

When defining a template of either type, you can configure how Datadog should set the fields on the resulting Datadog case or the Jira issue, using variables provided by the follow-up and its incident. For example:

  • {{ title }} represents the incident’s title
  • {{ severity }} represents the incident’s severity
  • {{ follow_up_description }} represents the follow-up’s description
  • {{ follow_up_due_date }} represents the follow-ups due date

You can also define how status is mapped on each side. Follow-ups have two statuses: Open and Done.

After defining an export template, you can configure Incident Management to automatically export all follow-ups using the template.

Case Management exports

When you export your follow-ups to Case Management, you can manage, track, and analyze your follow-ups directly in Datadog. For example, you can:

  • View all of the open follow-up cases assigned to a particular user in Datadog
  • Create a Datadog dashboard that shows follow-up cases by team
  • Automatically sync these cases to any external application with which Case Management integrates, including Jira and ServiceNow

When Datadog exports an incident follow-up to Case Management, it creates a case for the follow-up in the project you selected in the export template.

Status syncing: Datadog syncs the status between the follow-up and the case in both directions, following the mapping you defined in the export template.

Assignee syncing: Datadog syncs the assignee between the follow-up and the case in both directions. Because a case can have only one assignee, only the first assignee of the follow-up is added to it.

Jira exports

To export follow-ups to Jira, you must first install the Jira integration through the Jira Integration tile. For more information, see the Jira integration documentation.

When Datadog exports an incident follow-up to Jira, it creates a Jira issue for the follow-up in the project you selected in the export template.

Status syncing: When you close or open a incident follow-up, Datadog automatically syncs the status of connected Jira issue based on the mapping you defined in the export template. This is a one-way sync.

Organizations that need two-way sync should export to a Case Management project that is configured for two-way sync with a Jira project.

Further reading

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