In WorkBook, brief templates can be created for job briefs, task briefs, pipeline briefs and resource briefs. Brief templates are created in the settings module and usually by your system administrator.
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CREATE A BRIEF TEMPLATE
Go to the settings module > folders, reports & documents > document templates
In the list tab, click the create new button
Give your brief a name
Select the company the brief belongs to
And the areas of WorkBook you’d like the brief template to be available
Go to the editor tab
If you already have a brief saved as a word document you can upload the brief by clicking the upload a briefing button
Or, click the edit the briefing button to create a brief from scratch
EDIT A BRIEF
Even if you upload a document into the briefing area, you may still need to edit it.
To edit the brief, click the edit the briefing button
Use the format buttons to edit the brief
Add dynamic content fields to your brief so that data pre-populates at brief creation, i.e. client name, job number and job name
Use the search field to find the content you’re looking for
Click in the field you want to populate, then click on the dynamic content ID
SAVE A BRIEF TEMPLATE
Each time you edit the brief template, you must click the save button
USE A BRIEF TEMPLATE
When you created the template, you chose where you wanted it to be available to users
Depending on the settings chosen, the brief template will be available for users to select via the add template button
