Jobs > Briefing Summary
In WorkBook, briefs are accessed via a job’s briefing tab.
NAVIGATION: BRIEFING
NUMBER | FUNCTIONALITY |
1 | This is where the brief is created |
2 | Briefing approvers can be added here |
3 | Attachments to accompany the brief can be uploaded here |
4 | Conversations & collaboration on the brief happen here |
5 | You can upload a document here |
6 | Edit the briefing will allow you to edit the brief Note: you will need to save after any editing |
7 | You can download the brief here |
8 | If your agency has created brief templates they will live here |
9 | From here you can approve/ reject a briefing or cancel the briefing approval |
10 | This shows the brief status |
11 | You can review brief version history here |
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