Briefs

The Briefs page contains all content items waiting to be claimed or assigned to someone. Think of it as a project's "to-do" list.

Below is what a briefs page would look like when items are waiting to be claimed.

  1. Search & Category/Template Filter - used to help you quickly find the brief you're looking for.
  2. Add brief - used to add a new brief. Note the three-dotted menu beside it. Clicking the three-dotted menu reveals the import from CSV and import to CSV options.
  3. Briefs table - all available briefs and their info.

Let's discuss the briefs table in more detail:

  • Title / Summary - describes what the brief is about.
  • Description - the brief's description, if present. Hovering your mouse over it displays its entire content.
  • Keywords - displays the brief's keywords, if there are any. Hovering your mouse over it displays its full content.
  • Template - the current template assigned to the brief. Clicking it allows you to change the template if you have sufficient permissions.
  • Categories - displays the brief's categories, if there are any.
  • Action - tools for managing the brief.
    • Claim - click claim if you want to work on a brief. Doing so will assign you to its first workflow status. Then, it will become a content item and be transferred to the Contents page. Depending on your role and permissions, this button may or may not be visible.
    • Assign icon - allows you to assign someone to the brief. Your role and permissions also affect its visibility. Tip: If you can't assign a user who's supposed to be working on it, they probably have a custom role that needs to be assigned to a workflow status. Learn more here.
    • Dropdown menu - contains two additional tools: Edit and Delete. Note that these tools may or may not be visible to you depending on your role and permissions.

Who Can Access the Briefs Page?

Like many parts of the EasyContent app, an admin or the account owner can control who can access the briefs page and what they can do on it.

They can make it so that a user can see this page but won't be able to claim a brief or that a user can claim a brief but cannot create a new one.

A user with at least one of the following permissions will be able to access the briefs page:

  • View briefs (lets users see briefs and nothing else)
  • Manage people and deadlines (lets users assign people to briefs and manage workflow deadlines)
  • Manage briefs (lets users create, edit, import, or delete briefs)

A combination of these permissions can help you fine-tune how someone can access and modify items on this page.

Help I Can't Claim Briefs!

If you can't claim a brief when you're supposed to be able to, contact your admin or account owner. If you're the latter, please check this article to fix this problem.