# 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.

<details>

<summary>Benefits of using Brief Template</summary>

* **Save time:** *No need to re-enter basic information for each new project.*&#x20;
* **Ensure consistency:** *Helps maintain standard and format for briefs.*&#x20;
* **Share information easily:** *Use upload links to allow multiple people to contribute to the brief.*

</details>

## 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.

<figure><img src="/files/frdISwEW4BlAilGXQHSC" alt=""><figcaption><p>Brief page</p></figcaption></figure>

### **🔹 Step 2: Start Creating a Brief Template**

* Click the **“Create Brief Template”** button.
* A popup window titled **“Create New Task”** will appear.

<figure><img src="/files/s45JTRs4zJRaxPvnhnRC" alt=""><figcaption><p> Create new task</p></figcaption></figure>

### **🔹 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".*&#x20;
* You can **clone from an existing task** if desired. This will copy:
  * Task structure, including the brief template that the task used..
  * Task statuses.&#x20;
  * 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:*\
> \&#xNAN;*"When this Template Task is used to create a Brief, the fields below will appear as questions to be answered."*

<figure><img src="/files/D0DMbItupUH8SxgNkGCn" alt=""><figcaption><p>Brief Template</p></figcaption></figure>

### **🔹 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.

<figure><img src="/files/z6nEfCikOlAwGZKjD8LE" alt=""><figcaption><p>Add Template</p></figcaption></figure>

* **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.

<figure><img src="/files/1phoMBNwL1aRNGV06BBw" alt=""><figcaption><p>Checkbox </p></figcaption></figure>

* **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**

<figure><img src="/files/x6RCjcT6vLeklCIVfnYw" alt=""><figcaption><p>Add Template</p></figcaption></figure>

If you have any questions, don't hesitate to ask, we're always here to help!


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://support.hivo.co/briefs/create-a-new-brief-template.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.