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The Brief is used to document the client's requirements and is vital to kick-start the job process.  It is important that you have enough details to start the job with, and that the communication in the brief is clear.


Below are steps to show you how to create a brief.

Step-by-step guide



  1. Open the Job Bag to which you want to add a brief. 

  2. Click the Add New button on the Ribbon.



    The Add New dialog appears. 

    The Client and Job fields are automatically completed because you navigated to the Job Bag first.  

  3. Under the Document Types section, click the Brief icon.



    If you have a Brief template created, you can select it from the Templates section to apply it to the Brief form.

  4. Click the Create button.



    The Brief form is displayed. 

    Notice that the Brief can be selected from the Job Bag tree on the left-hand side of the screen.

    Also notice that the Brief contains selected information from the Job Bag and this cannot be changed. This includes the ClientProductElement and others.

  5. Enter a short description of the Brief in the Reference field.

    In this example, Nail Promotion TV AD 2016 was entered.



  6. Enter details about the brief in the Text Body area below the Editor tab.

  7. When you have finished entering the relevant text, click the Save button on the Toolbar.



    To record any changes made on a Job Bag, you can create an amendment to the brief. Find out how to add an amendment.