Create brief templates

A briefing template asks the same questions every time, so each project starts with consistent, complete information. Build it once and reuse it whenever you create a brief.

In the Admin Console, open Templates under Project. Tabs across the top cover Scope Templates, Email Templates, Briefing Templates, Feedback Templates, Scorecard Templates and Offer Templates. On Briefing Templates, each template shows who created it, when, and whether it’s published.

1. Click Add New Briefing Template.
2. Click Template Title to name it and add a short description.
3. Rename the first section, then click Add Field.
4. For each field, enter the Field Label and placeholder text, choose the field type, such as a text input, and choose its width, such as full width.
5. Click Add Section to group more questions together.

Drag the handles to reorder fields and sections. Use the bin icon to remove a section.

The animation below walks through these steps.

Switch from Builder to Preview to see the brief as your team will. Click Save As Draft to keep working on it later, or Save Template to make it available.

• Set up project statuses
• Create a project
• Set up services with predefined tasks