Briefing > Create a Job Brief

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

CREATE A BRIEF

• In the jobs list > select the job

• Click on the briefing icon in the left-hand navigation

Open

• If you already have a brief saved as a word document you can upload the brief by clicking the upload a briefing button…or…

Open

• 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

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