> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cymph.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Perform actions on a playbook

# How to add and remove labels

1. Go to the **Playbook Management System**
2. Hover over the playbook for which you want to manage labels
3. Click on the **Labels** action

<img src="https://mintcdn.com/cymph/V53AN2JfekoUJUJ3/images/labels_action.png?fit=max&auto=format&n=V53AN2JfekoUJUJ3&q=85&s=5bb6869e55133a2d35c4dec3b8ea0758" alt="Labels Action" width="3456" height="1686" data-path="images/labels_action.png" />

The labels dialog box will open up. The existing labels will appear on the top. In the middle, you will see all the labels used across all your playbooks.

In order to remove an existing label, click on the close icon next to its name:

<img src="https://mintcdn.com/cymph/V53AN2JfekoUJUJ3/images/label_delete.png?fit=max&auto=format&n=V53AN2JfekoUJUJ3&q=85&s=577659e7b2aee248f24a7d9910a6453c" alt="Label Delete" width="3456" height="1696" data-path="images/label_delete.png" />

If you want to add an existing label, click it from the middle panel and it will be appended to the list of playbook labels:

<img src="https://mintcdn.com/cymph/V53AN2JfekoUJUJ3/images/labels_add.gif?s=b3e2a0fc6f7bba4c04c950cb907e8aea" alt="Labels Add" width="1612" height="812" data-path="images/labels_add.gif" />

If you want to add a new label that does not exist, type its name in the top panel and then click on the create action at the bottom of the dialog box:

<img src="https://mintcdn.com/cymph/V53AN2JfekoUJUJ3/images/labels_new.gif?s=d44b12583e86c0a6098f81706dd371be" alt="Labels New" width="1612" height="812" data-path="images/labels_new.gif" />

# How to set mappings

1. Go to the **Playbook Management System**
2. Select the **Set Mappings** action
   * Hover over the playbook you want to deploy
   * Click on the triple dot icon to open the action menu
3. Select the framework for which you want to add a mapping
4. Select the mappings for the chosen framework you want to add
5. If you want to remove a mapping, click on the close icon next to each mapping
6. Click on **Update mappings** to save the mappings to the playbook

<img src="https://mintcdn.com/cymph/y0XJj0J_wXMu5ncl/images/mappings_set.png?fit=max&auto=format&n=y0XJj0J_wXMu5ncl&q=85&s=ba65e758f8a102506d9a857826946935" alt="Mappings Set" width="3456" height="1700" data-path="images/mappings_set.png" />

## AI suggestions

If you are not sure about which mappings are appropriate, you can ask for suggestions from our AI.

1. Click the **Suggest** button
2. The suggestions will appear after a while
3. You can select to add individual suggestions or click on **Add All Mappings** to add them all at once.

<img src="https://mintcdn.com/cymph/y0XJj0J_wXMu5ncl/images/mappings_add_ai.png?fit=max&auto=format&n=y0XJj0J_wXMu5ncl&q=85&s=8d4344090fa1933e6ba9925ca533e35c" alt="Mappings Add Ai" width="3456" height="1694" data-path="images/mappings_add_ai.png" />

# How to change playbook settings

1. Go to the **Playbook Management System**
2. Hover over the playbook for which you want to manage settings
3. Select the type of settings you want to change from the action menu

There are different types of settings:

* **Incident types**: select the relevant incident type that the playbook adresses, e.g. ransomware, phishing etc
* **Incident response stage**: Mark the playbook as detection, mitigation, prevention or remediation (among others)
* **Assets**: the linked assets.
* **Asset types**: the linked asset types.
* **RACI Matrix:** the responsible, accountable, consulted and informed users or teams for this playbook.
* **Impact and Severity:** the impact and severity values of the playbook. The values can be Not Specified, Low, Medium, High and Critical.
* **Last tested**: when the playbook was last tested and the mode of testing.
* **Review Settings**: the assigned review and review frequency of the playbook

# How to mark a playbook as reviewd

1. Go to the **Playbook Management System**
2. Select the **Mark as Reviewed** action
   * Hover over the playbook you want to deploy
   * Click on the triple dot icon to open the action menu
3. In the modal that appears, you can optionally add notes
4. Click on **Mark as Reviewed** button to complete the process

# How to add a playbook to your watch list

1. Go to the **Playbook Management System**
2. Select the **Watch** action
   * Hover over the playbook you want to deploy
   * Click on the triple dot icon to open the action menu
3. The playbook will be added to your watch list

<Info>
  If your playbook is already in the watch list, you will see the **Unwatch** action instead. By clicking it, the playbook will be removed from the watch list
</Info>

# How to remove a playbook from your watch list

1. Go to the **Playbook Management System**
2. Go to the **Watched** list

<img src="https://mintcdn.com/cymph/SV916hNj5RzzJePk/images/watched_menu.png?fit=max&auto=format&n=SV916hNj5RzzJePk&q=85&s=fdc5c0ca9a5650e87e65d68fa4b17aaa" alt="Watched Menu" width="3456" height="1704" data-path="images/watched_menu.png" />

3. Select the playbook(s) you want to remove from the watch list
4. Select the **Unwatch** action from the bulk action bar

<img src="https://mintcdn.com/cymph/Y89QjNatyzOS0j9a/images/unwatch_action.png?fit=max&auto=format&n=Y89QjNatyzOS0j9a&q=85&s=fca4d208f74e99d37441238e01950312" alt="Unwatch Action" width="3456" height="1690" data-path="images/unwatch_action.png" />

<Tip>
  You can also remove a playbook from the watch list through each individual's playbook action menu
</Tip>

# How to add a playbook to your favorites

1. Go to the **Playbook Management System**
2. Hover over the playbook that you want to add to favorites
3. Click on the **Favorites** action

<img src="https://mintcdn.com/cymph/5yMnGWvbLdLLty9n/images/favorites_action.png?fit=max&auto=format&n=5yMnGWvbLdLLty9n&q=85&s=337d3fe4e48f3be74b53b32547947323" alt="Favorites Action" width="3456" height="1686" data-path="images/favorites_action.png" />

4. The playbook will be added to your favorites

<Info>
  If the playbook is already in your favorites list, you will see the Remove From Favorites icon instead. Clicking on it will remove the playbook from your favorites
</Info>

<Tip>
  If you want to add multiple playbooks to your favorites at once, select them and click on the Add to Favorites action from the bulk action bar
</Tip>

# How to remove a playbook from your favorites

1. Go to the **Playbook Management System**
2. Go to the **Favorites** list

<img src="https://mintcdn.com/cymph/5yMnGWvbLdLLty9n/images/favorites_menu.png?fit=max&auto=format&n=5yMnGWvbLdLLty9n&q=85&s=34adf572cafec13ab3e652c2f923ef62" alt="Favorites Menu" width="3452" height="1700" data-path="images/favorites_menu.png" />

3. Select the playbook(s) you want to remove from favorites
4. Select the **Remove From Favorites** action from the bulk action bar

<img src="https://mintcdn.com/cymph/FEKofenqIbjVW2k1/images/favorites_remove.png?fit=max&auto=format&n=FEKofenqIbjVW2k1&q=85&s=a78a260c3b59e2f2ec51b42b783e6fde" alt="Favorites Remove" width="3456" height="1698" data-path="images/favorites_remove.png" />

# How to duplicate a playbook

1. Go to the **Playbook Management System**
2. Select the **Duplicate** action
   * Hover over the playbook you want to deploy
   * Click on the triple dot icon to open the action menu

<img src="https://mintcdn.com/cymph/MhWxuygMhfYYHxc5/images/duplicate_action.png?fit=max&auto=format&n=MhWxuygMhfYYHxc5&q=85&s=915975261941dacfe6a150a546d3c4b9" alt="Duplicate Action" width="3456" height="1702" data-path="images/duplicate_action.png" />

3. Enter a name for the duplicate playbook
4. Duplicate the playbook
   * Click the **Duplicate** button

<img src="https://mintlify.s3.us-west-1.amazonaws.com/cymph/images/duplicate_modal.png" alt="Duplicate Modal" />

# How to move a playbook to trash bin

1. Go to the **Playbook Management System**
2. Select the **Move to Trash** action
   * Hover over the playbook you want to deploy
   * Click on the triple dot icon to open the action menu
3. Verify that you want to move the playbook to trash in the dialog that appears
4. Your playbook will move to trash bin

# How to permanently delete a playbook

1. Go to the **Playbook Management System**
2. Go to **My Playbooks** area
3. Select the **Trash** tab
4. Select the playbooks you want to delete
5. Select the **Delete Permanently** action from the action bar at the bottom

<img src="https://mintcdn.com/cymph/MhWxuygMhfYYHxc5/images/delete_permanently.png?fit=max&auto=format&n=MhWxuygMhfYYHxc5&q=85&s=2100f3f81e5832ea1ddf293938b5442f" alt="Delete Permanently" width="3456" height="1686" data-path="images/delete_permanently.png" />

# How to export a playbook

1. Go to the **Playbook Management System**
2. Select the **Export as** action
   * Hover over the playbook you want to deploy
   * Click on the triple dot icon to open the action menu
3. Choose the format you want to export from the sub-menu that appears

# How to download a playbook

1. Go to the **Playbook Management System**
2. Select the **Download** action
   * Hover over the playbook you want to deploy
   * Click on the triple dot icon to open the action menu
3. Choose the format you want to export from the sub-menu that appears

# How to mark and unmark a playbook as draft

1. Go to the **Playbook Management System**
2. Select the **Mark as Draft** action
   * Hover over the playbook you want to deploy
   * Click on the triple dot icon to open the action menu

If your playbook is already marked as draft, you can select **Go Live** action to remove its draft status

# How to revoke and unrevoke a playbook

1. Go to the **Playbook Management System**
2. Select the **Revoke** action
   * Hover over the playbook you want to deploy
   * Click on the triple dot icon to open the action menu
3. Confirm that you want to revoke a playbook from the dialog box that appears

If your playbook is already revoked, you can select the **Un-revoke** action to unrevoke it

<Warning>
  Revoked playbooks cannot be shared or deployed. You need to un-revoke them first.
</Warning>

<Danger>
  If the playbook is revoked, all its shares are removed.
</Danger>
