✏️ How to Move Client Tasks in a Job Out of Draft

Last Updated: October 2026

Client Tasks created inside a Job will remain in Draft until published. Draft mode lets you prepare and review tasks before they are visible to the client. Once a task is published, a briefcase icon on the task in the client workspace shows that it belongs to a Job, and clicking the icon opens that Job in a side panel.

There are two ways to publish Draft tasks:

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✅ Manual Publish

Use the green Create this Client Task button next to the Draft task to publish it immediately.

🚀 Autopilot

If the Job has Autopilot enabled, you can configure how many days before the Job’s start date the tasks should auto-publish to clients.

📝 Please note: Only Client Tasks that are the first task in the Job (and before any other task type) can publish automatically with Autopilot. Any Client Tasks that follow other tasks in the Job must be published manually.

📂 Using Job Templates, Magic Workflow, or Create a Job

No matter how you create a Job — whether from a Job Template, using Magic Workflow, or clicking the Create a Job button — Client Tasks will always start in Draft status.

Once created, you can:

• Publish tasks manually using Create this Client Task
• Enable Autopilot in the Job so tasks publish automatically on schedule (when Client Tasks are the first tasks in the Job)

💡 Tip: Autopilot works best when Client Tasks are positioned first in your Job so they can publish automatically.