Manually Creating Projects from a Submission Brief
There are three ways to create projects from a brief:
- Auto-project creation from a brief
- Collaboration briefs
- Manually creating projects from a brief with a submission brief
This guide explains how a manager would manually create a project from a brief using the Submission Brief set-up.
When manual project creation is enabled for your briefs, you will need to fill in your brief and click Submit.
Sending Your Brief For Review
After you hit Submit, you’ll see a prompt to send your completed brief to a set of recipients for review. Depending on your organisation's admation set-up, these recipients may be pre-filled. And you may or may not be able to edit who reviews the brief. If you can make changes to these fields, hit Edit Recipients to add or remove users as needed.
Then click the green arrow to add a user who you'd like to add to this brief. They'll show under the heading that says Selected Participants. You can also select the red cross to remove each user from the list if you make a mistake. Click Done once you're happy with your selections.
Whilst the following fields aren’t a requirement, it's recommended that you fill in the Subject Heading and Body. These fields are sent to your recipients as an email, and will be the first thing your recipients see before accessing the brief. Most users find that it’s helpful to add context around their emails in this section. You may also attach additional files here.
When you're finished, click Send.
What Recipients See When They're Sent a Submission Brief to Review
When someone is sent a brief, they'll receive an admation email with a link to the digital brief you filled in. This notification can also be retrieved from the Messages tab in admation. Recipients can then Download or Preview the brief.
Once that manager views and reads through the brief, they can create a project by clicking the Create Project button from their in-system message. Depending on your organisation's settings, you may find that fields may be pre-filled with inputs from the brief. Fields that may copy across include, but are not limited to:
- Project Name
- Project Supply Deadline
- Project Live Date
- Project Team Members
Once the project has been set up, the brief will be found under the documents tab in your project as an attachment.