Workbooks – Help Desk Guide (Strobes CTEM)

What is Workbooks?

Workbooks is a spreadsheet-like feature in Strobes that helps security teams:

• Organize, analyse, and visualize vulnerability/security data.
• Create custom tables and track remediation progress.
• Generate insights with flexible data management and visualization tools.

Step 1 – Open Workbooks

1. Launch CTEM.
2. Click the menu (☰) button.
3. Select Workbooks.
4. You will land on the Workbooks list page with:
   • A search bar.
   • An Add Workbook button.

Step 2 – Create a Workbook from the Workbooks Page

1. Click Add Workbook.
2. In the popup:
   • Name – Enter unique workbook name.
   • Engagement – Open the dropdown and select one or more engagements to attach.
3. Click Save.
   
4. Result – Workbook is created and linked to the selected engagement(s) and opens in spreadsheet view.

Step 3 – Create a Workbook from an Engagement Page

1. Go to Engagements and open the specific engagement.
2. Click Actions → Workbooks → Create/Add Workbook.
3. In the popup:
   • Enter the Name.
   • Engagement will already be preselected.
4. Click Save.
5. Result – Workbook is created and automatically linked to that engagement.
   

Step 4 – Find & View Attached Workbooks

Option 1 – From Engagements:

1. Open the engagement.
2. Click View Workbook from the actions menu.
   

Option 2 – From the Workbooks Page:

1. Use the search bar to find the workbook by name.
2. Click to open it.

Step 5 – Work Inside a Workbook

1) Add a Sheet

• Click ➕ Add sheet (bottom bar).
• A new sheet tab appears – rename if needed.

2) View All Sheets & Download

• Click the sheet list icon (three lines).
• A panel shows all sheets in the workbook.
• Click the download icon next to any sheet to export it.
  

3) Import CSV

1. Click Import files.

1. In the popup:
   • Click Add file and select a .csv file.
   • Choose New or Override:
     • New → Creates a new sheet with CSV data.
     • Override → Replaces data in an existing sheet.

1. If Override is chosen:
   • A Choose sheet dropdown appears → select the target sheet.

1. Click Submit.
2. Result:
   • New → CSV data appears as a new sheet.
   • Override → Data replaces the selected sheet’s contents.

Tip: If overriding, download the current sheet first as a backup.

Step 6 – Manage a Workbook

Once a workbook is created, you can:

Attach Engagement (after creation)

• If more engagements were attached, you can attach them later:
  1. Open the ⋮ (three dots) menu on the workbook card.
  2. Click Attach Engagement.
  3. Select one or more engagements → Save.

Clone Workbook

• Create a copy of an existing workbook:
  1. Open the ⋮ menu on the workbook card.
  2. Click Clone.
  3. A duplicate workbook is created with the same sheets and data.

Delete Workbook

• Remove a workbook permanently:
  1. Open the ⋮ menu on the workbook card.
  2. Click Delete.
  3. Confirm the deletion in the popup.

Note: Deleting a workbook cannot be undone.

Quick FAQs

• Attach to multiple engagements? → Yes, select multiple in the Engagement dropdown.
• Where to view an attached workbook? → From an engagement’s View Workbook or via the Workbooks page search.
• File type for import? → .CSV only.
• Does Override keep old data? → No, it replaces all contents.