Complete a playbook activity

task australia Updated Sep 10, 2026 1 min read complete-a-playbook-activity.md
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Complete playbook activities to progress an issue through the stages defined in its workflow.

Before you begin

The issue's workflow must have a playbook associated with it. See Add the layout, state model, and playbook to a workflow.

Role required: none

About this task

Activities become available in sequence within a stage. Activities that are not yet available display a message indicating that previous activities must be completed first. Each activity can have a different assignee, which is displayed on the activity card.

The activities, fields, and stages displayed for an issue depend on the playbook associated with the issue's workflow. Some activities can be optional and can be skipped.

Procedure

  1. Open the issue and select the Lifecycle tab.

  2. Complete the fields for the current activity.

  3. Select Mark as complete.

    If the activity is optional, you can select Skip instead.

  4. When prompted, confirm the state change.

    The confirmation message identifies the state transition that will occur. Continue to the next state by selecting the confirmation button. If you aren't ready to continue, select Cancel.

  5. Repeat 2 through 4 until all required activities are completed.

Result

As activities are completed and state changes are confirmed, the issue progresses through its workflow. The progress indicator is updated to reflect the current stage.

Parent Topic:Common Governance, Risk, and Compliance features

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