Draft Management

Saving and editing task drafts

What are Drafts

Drafts are tasks saved before schedule settings. You can set a schedule later to execute the task.

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

Viewing the Draft List

1. Open Task Management Screen

   Select “Tasks” from the side menu.

2. Select 'Drafts' Tab

   Click the “Drafts” tab at the top of the task list.

3. Review Draft List

   Tasks in draft state are displayed in a list.

Editing Drafts

You can edit the content of draft tasks.

1. Select Draft

   Click the draft task you want to edit.

2. Edit Screen Opens

   The task edit screen opens.

3. Edit Content

   Edit the necessary fields:

   • Change agent
   • Change task name
   • Change initial input
4. Save

   Click “Save as Draft” to save changes.

Setting Schedule from Draft

Set execution time for a draft task to transition it to scheduled execution.

1. Select Draft

   Click the draft task you want to schedule.

2. Edit Screen Opens

   The task edit screen opens.

3. Set Execution Time

   Set the date and time in the execution time section.

4. Click 'Set Schedule'

   Click the “Set Schedule” button when settings are complete.

5. Transition to Scheduled

   The task changes to “Scheduled” state and will execute at the specified time.

For more details, see Scheduled Execution.

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.

Duplicating Drafts

You can copy an existing draft to create a new task.

1. Select Draft

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

2. Select 'Duplicate'

   Select “Duplicate” from the menu.

3. Duplicate Created

   A copy of the original draft is created. “(Copy)” is added to the name.

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 draft list.

2. Review Results

   Only drafts matching the task name or initial input are displayed.