---
title: "Playbook Templates | ThreatConnect"
slug: "playbook-templates"
description: "This article describes how to view, search for, install and delete Playbook Templates. It also describes how to import a Template as a Playbook."
tags: ["Orchestration and Automation", "Administrator"]
updated: 2024-04-05T19:08:21Z
published: 2024-04-05T19:08:21Z
canonical: "knowledge.threatconnect.com/playbook-templates"
---

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

# Playbook Templates

## Overview

The [Playbooks](/docs/playbooks) feature allows ThreatConnect® users to automate cyberdefense tasks via a drag-and-drop interface. A Playbook Template is a System-level Playbook that may be imported into and used in an Organization. ThreatConnect provides a set of Playbook Templates that System Administrators may install on their ThreatConnect instance via TC Exchange. System, Operations, and Accounts Administrators may also install Playbook Templates on their ThreatConnect instance using a Playbook file (**.pbx**).

## Before You Start

| Minimum Role(s) | - Organization role of Read Only User to view and search for Playbook Templates in the **Templates** screen - Organization role of Standard User to import a Playbook Template as a Playbook - System role of Administrator, Operations Administrator, or Accounts Administrator to install and delete Playbook Templates |
| --- | --- |
| Prerequisites | Playbooks enabled by a System Administrator |

## The Templates Screen

On the top navigation bar, hover over **Playbooks**and select **Templates.** The**Templates** screen will be displayed (Figure 1).

![Table Description automatically generated](https://cdn.document360.io/dfc206c8-1c9f-4725-b74d-a66f83432320/Images/Documentation/playbook-templates-image-jmb0k7dm.png)

The **Templates**screen displays a table containing all Playbook Templates available to you, including labels applied to each Template, if any, and the date when the Template was last updated. Updates to Playbook Templates are available in the App Catalog. For more information, contact your System Administrator.

### Searching for a Template

To search for a particular Template, enter the desired Template name in the search bar at the top left of the screen. The displayed Templates will be filtered as text is entered into the search bar. Click **Clear search**![](https://cdn.document360.io/dfc206c8-1c9f-4725-b74d-a66f83432320/Images/Documentation/playbook-templates-image-fftbgdai.png)on the right side of the search bar to clear the entered text.

### Installing a Template

To install a Playbook Template using a Playbook file (**.pbx**), click the **+INSTALL**button at the upper-left corner of the **Templates** screen, and then select the Playbook file for the Template you want to install. After the Template is installed, it will be displayed on the **Templates** screen.

NoteThe **+INSTALL** button is displayed only for System, Operations, and Accounts Administrators.

### Importing a Template as a Playbook

Click the vertical ellipsis![](https://cdn.document360.io/dfc206c8-1c9f-4725-b74d-a66f83432320/Images/Documentation/playbook-templates-image-ubrucig7.png)in the rightmost column for a Playbook Template and select **Import as Playbook**. The **Import Playbook**drawer will be displayed. Follow the steps in this drawer to validate the Playbook’s configuration, and then click the **IMPORT**button.

After the Template is imported into your Organization as a Playbook, the **[Playbook Designer](/docs/the-playbook-designer)** will open in a new tab with the Playbook in **Design Mode**.

### Deleting a Template

To delete a Playbook Template, click the vertical ellipsis![](https://cdn.document360.io/dfc206c8-1c9f-4725-b74d-a66f83432320/Images/Documentation/playbook-templates-image-yxotf56i.png)in the rightmost column for the Playbook Template and select **Delete**.

---

*ThreatConnect® is a registered trademark of ThreatConnect, Inc.*

20078-01 v.04.A

## Related

- [Playbook Components](/playbook-components.md)
- [Playbook Services](/playbook-services.md)
- [Workflow Playbooks](/workflow-playbooks.md)