Creating Project Briefs
Build comprehensive project briefs with templates
Briefs help you gather structured information from clients before starting a project.
1
Create a template
Go to 'Briefs' in the sidebar and click 'New Brief'. Add a name and description for your template.
2
Add questions
Build your questionnaire with different field types: short text, long text, single choice, multiple choice, date, or number.
3
Enable AI follow-ups
Toggle the AI flag on your brief. When clients answer questions, AI will automatically generate relevant follow-up questions.
4
Assign to a project
Go to a project's Briefs tab and assign your template. The client will see it in their portal.
5
Review responses
Client answers appear in the project's Briefs tab. Review them to understand the client's needs.