# Create a New Brief Template
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.
Benefits of using Brief Template
* **Save time:** *No need to re-enter basic information for each new project.*
* **Ensure consistency:** *Helps maintain standard and format for briefs.*
* **Share information easily:** *Use upload links to allow multiple people to contribute to the brief.*
## How to create a New Brief Template
### **🔹** Step 1: **Access the Brief Page**
* 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.
Brief page
### **🔹 Step 2: Start Creating a Brief Template**
* Click the **“Create Brief Template”** button.
* A popup window titled **“Create New Task”** will appear.
Create new task
### **🔹 Step 3:** Enter Task Name and clone from Existing Task (Optional)
* 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.
> đź’¬ *Popup message:*\
> \&#xNAN;*"When this Template Task is used to create a Brief, the fields below will appear as questions to be answered."*
Brief Template
### **🔹 Step 4: A**dd Field to Brief Template **(Form Inputs)**
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.
Add Template
* **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.
Checkbox
* **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.
#### 👉 👉 **Example Configuration**
Add Template
If you have any questions, don't hesitate to ask, we're always here to help!
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