Briefs & Ideas

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

Below is what a briefs & ideas page would look like when there are available content items to work on.

1. Search & Category/Template Filter - helps 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 & ideas table - all available briefs and their info.

Let's discuss the briefs & ideas 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. 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 the "manage templates" permission.
• Categories - displays the brief's categories.
• 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 Content Items 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 still 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 & Ideas Page?

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

They can make it so that a user can see this page, but can't claim a brief, or that a user can claim a brief but can't 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, contact your admin or account owner. If you're the latter, please check this article to fix this problem.