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The Brief is used to document the client's requirements.  The first brief is always the Client Brief, followed by internal brief documents.

An example could be as follows: 

  1. Client Brief
  2. Creative Brief
  3. Production Brief (this will be related to the Job type e.g. Print, Event, Digital, etc)

Sometimes the creative brief and production brief are part of the same brief and sometimes they are separate. We recommend having these as one combined brief so that the resources delivering the work can see the end to end requirement.

 Screen layout

Brief Screen

When you create a brief you will notice that the Brief contains selected information from the Job Bag and this cannot be changed. This includes the Client, Product, Element and others.

You can also:

  • print, email, copy from one job to another, attach external documents and create a template on the Brief form
  • paste text into the Brief editor from an external document by using keyboard control keys.
 Field Help

Brief Fields

Field Name



This is the Client for whom the job is created.


The product or brand that the agency will be doing work on to promote, advertise or sell.


The description of the work being done e.g. Brochure or Leaflet.


The name of the integrated campaign/project.


The name of the person who is designated for giving information from the client. Notice that the contact person can be changed.

Customer Ref

This field will show the Client's Code.


The medium, or type of work to be done e.g. Digital, Print Production etc.

Account Executive

The employee that is responsible for the Client's account or person who opened the job bag. Notice that the AE for this job can be changed on the brief.


The status of the Brief e.g. Open or Final.

Presentation Date

The client presentation date (Pitch/Concept date).

Material Deadline:

The date the material will be received back from the supplier.

Production Delivery

The date on which the final artwork is sent to the supplier to produce.

Media Start

The go live/publication/launch date.


The amount of material e.g. 500 flyers.


The size of the element e.g A3.


Colours to be used on the element.


The client's budget for the job/campaign or the hours that have been budgeted for this job.


The language that the element will be printed in e.g. English, Zulu etc.

Billing Category

The billing category classifies the use of billing documents and transactions in business processes. A billing category summarises various billing document types.


The field used to describe the Brief.

Document Type

Shows different types of custom brief templates.