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The Brief is used to document the client's requirements. The first brief is typically a Client Brief, and can be followed by documents that explain the requirements further.

An example could be as follows: 

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

Sometimes all requirements are part of the same brief, however they can be separated. We recommend a single brief so that the resources delivering the work can see the end to end requirements.

Once a Brief has been created, you can also:

 Screen layout

Brief Screen

When you create a Brief, you will notice that it contains selected information from the Job Bag which cannot be changed. This includes the Client, Product, Element, and others. You can perform actions such as print, email, copy, attach external documents, and create templates using the toolbar buttons.

In the editor area you can enter the relevant text, apply formatting to your text, and paste images. You can optionally include more information in the Additional Fields tab.

 Field Help

Brief Fields

Field Name


Go ToClick for quick access to the Job Bag.


The Client for whom the job is created. This field will display both the Client name and code.


The name of the integrated campaign/project to which the job belongs.


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


The main Client Contact with whom the agency will communicate.


The employee (Account Executive) responsible for the job.


What you are delivering e.g. Brochure or Leaflet.


The medium, or type of work to be done e.g. Digital, Print Production etc. Categories allow for reporting against specific job types.

Presentation Date

The date for presentation of the concept to client.


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

Billing Category

Defines how (and if) the job will be billed, which can influence work type rates. Examples may be In Scope, Out of Scope, House (non-billable), Pitch, Pro-bono, Project.

Customer Ref

This field will show the Client's Code selected on the job.


The field used to describe the Brief.

DateThe document creation date.


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


The number of items required e.g. 500 brochures. Most commonly applicable to print production jobs.


The size or duration of the element, e.g. A3 brochure, 30 sec commercial, etc...


Colours to be used on the element e.g. Full Colour, Black & White. Most commonly applicable to print production jobs.


The language(s) that the element will be printed or broadcasted in e.g. English, Zulu etc.

Production Delivery

The date by which the work should be delivered. For example, directly to client, or to a media owner or printer.

Job Deadline

The deadline by which the work must be completed.

Media Start

The date on which the media is due to be published, flighted, or launched.

Document Type

Allows selection of brief types for different specifications, which can be configured as custom fields.