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What are Drafts

Drafts are tasks whose schedule is not active yet. You can enable the schedule later to execute the task.

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When to Use Drafts

  • When you want to prepare task content but decide execution time later
  • When you want to verify task settings before execution
  • When you want to create multiple tasks in advance

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Viewing the Draft List

1

Open Task Management Screen

Select “Tasks” from the side menu.
2

Find the 'Draft' Column

In the Kanban view, draft tasks are in the “Draft” column. In the Table view, their Status is “Draft”.

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Editing Drafts

You can edit the content of draft tasks.
1

Select Draft

Open the menu (⋮) of the draft task and select “Edit”.
2

Edit Dialog Opens

The “Edit Task” dialog opens.
3

Edit Content

Edit the necessary fields:
  • Change agent
  • Change task name
  • Change initial user input
  • Change schedule
4

Save

Click “Keep as Draft” to save changes without activating the schedule.

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Setting Schedule from Draft

Activate the schedule of a draft task to transition it to scheduled execution.
1

Select Draft

Open the menu (⋮) of the draft task and select “Edit”, or drag the card to the “Scheduled” column in the Kanban view.
2

Edit Dialog Opens

The “Edit Task” dialog opens.
3

Set the Schedule

Set the cron schedule and timezone.
4

Click 'Save & Schedule'

Click the “Save & Schedule” button when settings are complete.
5

Transition to Scheduled

The task changes to “Scheduled” state and will execute according to its schedule.
For more details, see Scheduled Execution.

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Deleting Drafts

You can delete draft tasks that are no longer needed.
Deleted drafts cannot be recovered.
1

Select Draft

Click the settings menu (⋮) of the draft task you want to delete.
2

Select 'Delete'

Select “Delete” from the menu.
3

Confirmation Dialog

A confirmation dialog appears. Click “Delete” to confirm.

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Searching Drafts

When you have many drafts, you can quickly find the one you need using the search function.
1

Enter in Search Box

Enter keywords in the search box at the top of the Task Management screen.
2

Review Results

Only tasks matching the task name or initial user input are displayed.