Create a New Task using Brief
The Briefs feature enables users to create tasks quickly from a Brief form with complete information and consistent description content by using available Briefs that are setup in the account.
Last updated
The Briefs feature enables users to create tasks quickly from a Brief form with complete information and consistent description content by using available Briefs that are setup in the account.
Last updated
Briefs helps standardise job and task descriptions. When using a Brief to create a new Task, you just need to fill in the information according to the form - HIVO will the automatically create a new Task for you as per the Brief Template that has been setup by an Admin.
Access the Brief Page and select the Brief you would like to launch
After you select Brief to create a new Task, the system will display a form with fields that have been set up in the brief. This is an extremely important step to describe the requirements clearly and completely.
Each field corresponds to a type of information that needs to be provided (for example: job description, deadline, attached file, brand selection, market area, ...).
Based on the defined field type (text, checkbox, file, select ...) to fill in the appropriate information.
If the field is marked "Required", you must enter it to continue.
These fields act as questions to help the task recipient understand the job requirements.
After you have filled in all the required information in the Brief fields, proceed with the following step:
You will be redirected to the information review step before creating a task from the brief.
Review all the entered information carefully.
Click the “SUBMIT BRIEF” button at the bottom of the form to confirm "Task Creation".
A new Task will be created: This Task will contain all the information you entered in the Brief.
Editable After Submission: Once the Brief is submitted, you can still go to the Task to:
Edit the Brief content if needed
Add members to the Task
Assign a due date
Update checklist, attach files, add comments, etc.
If you have any questions, don't hesitate to ask, we're always here to help!
