Briefing > Create a Job Brief

In WorkBook job briefs are created in the job’s briefing tab.

In this article we are creating a 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 BRIEF 2 EDIT A BRIEF 3 SAVE A BRIEF 4 ADD ATTACHMENTS 5 BRIEF COLLABORATION

CREATE A BRIEF

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

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

SAVE A BRIEF

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

ADD ATTACHMENTS

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

BRIEF COLLABORATION

Go to the briefing conversations tab to collaborate with colleagues on the brief
Write your message and click publish internally

All comments added regarding the brief can be viewed in the briefing conversations tab

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

Deltek WorkBook