Briefing > Create a Task Brief

In WorkBook task briefs are created anywhere you can view a task card.

In this article we are creating a task brief from scratch, if you wish to create and use brief templates please refer to the relevant article Briefing > Create a Brief Template

ON THIS PAGE YOU WILL FIND:

ON THIS PAGE YOU WILL FIND:
1 CREATE A TASK BRIEF 2 EDIT A TASK BRIEF 3 SAVE A TASK BRIEF 4 ADD ATTACHMENTS 5 TASK BRIEF COLLABORATION

CREATE A TASK BRIEF

In the jobs list > select the job
Click on the tasks icon in the left-hand navigation

In the tasks tab > select the task you are creating the brief for
Click the task settings button to open the task card

In task card go to the briefing tab

If you already have a task 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 task brief from scratch

EDIT A TASK BRIEF

Even if you uploaded 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

SAVE A TASK BRIEF

Each time you edit the task brief, you must click the save button

ADD ATTACHMENTS

To add attachments go to the briefing attachments tab
Click the upload file button

TASK BRIEF COLLABORATION

At the bottom of the task brief there is a window to collaborate with colleagues on the brief
Write your message and click publish internally

Go to the task conversation tab to see or add comments on the brief and the task

Collaboration on a task brief can also be done via the tasks module > to-do > tasks
Go to the task briefing tab to collaborate with colleagues on the brief

At the bottom of the task brief there is a window to collaborate with colleagues on the brief
Write your message and click publish internally

Go to the task conversation tab to see or add comments on the brief and the task

Next go to Briefing > Brief Approval to learn how to get your task brief approved

Deltek WorkBook