As you build your Playbook(s), you may want to see what the experience will be like for your Customers, to make sure the task language, steps, and flows all feel customer-ready.

When viewing a Playbook, click Preview in Portal

This will allow you to view a bit of what the customer experience will be like. Of course, this isn't a real Project yet, so there will be placeholders in certain sections.

You can complete tasks and navigate around the pages; note however nothing is saving.

To reset the experience, or see updates based on change you've made to the Playbook, click Clear Answers.