Steps

  1. Open a playbook page or publication and go to Discussion. Choose Follow to follow the page; tap Following to stop following it.

  2. Enter a Comment, use @ to select an authorized teammate if needed, and choose Comment. For an open thread choose Reply, then submit the reply. Verify it appears after refresh.

  3. Where authorized, select Resolve or Reopen to change a thread's status. Comments require a connection; they are not part of the offline acknowledgement queue.

  4. If the active publication has confirmed workflow templates, use Start operational work and choose the offered Create action. Review the source, enter the task/checklist title, optional due date/time and assignee user ID, then Confirm and create for the displayed type. This creates a real operational record; merely reading the template does not.