Briefing > Create a Brief Template

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.

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

Open

• Select the company the brief belongs to

• And the areas of WorkBook you’d like the brief template to be available

Open

• 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

Job Brief

Task Brief

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