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.

How to create a Task from a Brief

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.

🔹 Step 1: Select the Brief

• Access the Brief Page and select the Brief you would like to launch

Select Brief

🔹 Step 2: Fill in information according to Brief

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.

Brief Details

🔹 Step 3: Review and confirm the Brief

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".

Review and confirm the Brief

👉 👉 What happens after you Submit?

• 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.

Task

👉 Read more about Task here.

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