✨ Using Autopilot to Publish Client Tasks Automatically

Let Client Hub send task requests to your clients—right on schedule.

The Autopilot feature in Jobs allows Client Hub to automatically publish Client Tasks to the client’s workspace—before the job begins. It's a simple, powerful way to ensure your clients receive their tasks without manual follow-up.

✅ How to Add Client Tasks and Enable Autopilot

1. Open the Job

   Navigate to an existing Job from the client’s Internal Workspace tab.

   Add Client Tasks

   • In the task list, click + Client Task to create a draft task for your client.
2. Reorder Tasks (If Needed)
   • Drag and drop to place Client Tasks above any internal tasks in the job list.
   • Only client tasks listed before internal tasks will be eligible for Autopilot.
3. Enable Autopilot
   • Once at least one eligible Client Task is present, the Autopilot toggle will appear.
   • Click the Autopilot switch to turn it ON.
   • Select how many days before the job’s start date the tasks should be automatically published to the client.

Client Tasks that appear after your first internal tasks will not run on autopilot but can be published manually with a single click.

🔁 What Happens Next

• Client Hub will automatically publish the client tasks on the scheduled day.
• When the current job is marked Complete, the next job in the series will be created—along with a fresh set of client tasks ready for the next Autopilot cycle.
• Any open Client Tasks from the completed Job will remain in the Client Workspace until responded to or closed.

💡 Pro Tip:

Use Autopilot to stay ahead of routine requests like monthly financials, payroll inputs, or bank statements—no reminders necessary.