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


Related articles

© Tangram 2022. All rights reserved.