Create a New Brief Template
Last updated
Last updated
Brief Template is a pre-designed job description template that helps standardize task descriptions, avoids wasting time re-entering information for similar jobs, and ensures all necessary content is included.
From the system’s main interface, select the Brief menu on the navigation bar
This is where you can create new briefs, view templates, manage existing ones.
Click the “Create Brief Template” button.
A popup window titled “Create New Task” will appear.
In the popup, enter a name for the Brief Template. Example: "Marketing Campaign 2025".
You can clone from an existing task if desired. This will copy:
Task structure, including the brief template that the task used..
Task statuses.
You may also choose to clone members (assigned users) and checklists.
💡 This feature is helpful when you need to reuse a task format that’s already been proven effective.
💬 Popup message: "When this Template Task is used to create a Brief, the fields below will appear as questions to be answered."
A pop-up window titled “Add Template” will appear where you can create questions or information fields that your summary recipients will need to fill out. This is the most important step — you define what information the user must provide when using this template to create a brief.
Field Type
When adding a new field, choose the appropriate type of data.
⚠️ Note: The Checkbox field is used when you want the Brief filler to select one or more options at once from a list.
Label
This is the name shown for each question or input field.
Example: Do you want to run Google campaigns?
Description
Explain the purpose of the field so users know what to enter.
Example: Select Google campaign types above.
Required Field
If the field must be filled out, check the "Required" option.
Users won’t be able to submit the brief without completing all required fields.
If you have any questions, don't hesitate to ask, we're always here to help!
