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.

💬 Popup message: "When this Template Task is used to create a Brief, the fields below will appear as questions to be answered."

Brief Template

🔹 Step 4: Add 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!