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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. Once a Brief is added, you can add and apply a Brief templateadd images to the content areacopy a Brief from MS Word into Chase. You are also able to link a Brief to tasks and send it for approval using Chase workflows


Here's a visual demonstration for adding a Brief

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 and click the Add New button on the Ribbon.




  2. The Add New dialog appears. Under the Document Types section, select the Brief icon and click the Create button.


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





    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.

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

  4. Enter details about the brief in the content area below the Editor tab.

    You can expand this area to full screen and apply text formatting. 
  5. 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.