Briefs

Briefs are the foundation of project planning on our platform - structured documents that capture requirements, goals, and context to guide your entire project.

What are Briefs?

A brief is a comprehensive document that defines:

• Project objectives and success criteria
• Requirements and constraints
• Target audience and stakeholders
• Timeline and milestones
• Resources and budget considerations

Creating Briefs

AI-Assisted Creation

Our AI assistant helps you create comprehensive briefs:

1. Describe your idea in natural language
2. Answer guided questions about your project
3. Review AI suggestions and refinements
4. Customize structure to match your needs

Manual Creation

For more control, create briefs manually:

1. Choose from template library
2. Add sections as needed
3. Include context documents
4. Set up collaboration permissions

Brief Structure

Core Sections

• Executive Summary: High-level overview
• Objectives & Goals: What you want to achieve
• Requirements: Functional and technical needs
• Constraints: Limitations and considerations
• Timeline: Key milestones and deadlines
• Resources: Team, budget, tools

Supporting Content

• Context documents: Reference materials
• Research findings: Market analysis, user data
• Design assets: Mockups, wireframes
• Technical specifications: Architecture, APIs

Brief Status Workflow

Briefs progress through defined stages:

1. Draft - Initial creation and ideation
2. Refining - Adding detail and structure
3. Aligned - Stakeholder approval obtained
4. Delivering - Project in active development
5. Delivered - Project completed
6. Done - Final review and archival

Collaboration Features

Real-Time Editing

• Live collaboration with team members
• Change tracking and version history
• Comments and suggestions
• Mention notifications for stakeholders

Access Control

• Role-based permissions for viewing and editing
• Share externally with clients and partners
• Export options for different formats
• Approval workflows for sign-off

Best Practices

Writing Effective Briefs

• Be specific about objectives and success criteria
• Include context and background information
• Define clear scope and boundaries
• Set realistic timelines and milestones

Team Collaboration

• Involve stakeholders early in the process
• Regular review sessions to stay aligned
• Update status as work progresses
• Document decisions and changes

Templates & Examples

Available Templates

• Product Launch: New product introduction
• Website Redesign: UI/UX improvement projects
• Marketing Campaign: Promotional initiatives
• Feature Development: Software functionality
• Research Project: Discovery and analysis

Customization Options

• Add custom fields for specific needs
• Create team templates for recurring projects
• Import existing briefs as templates
• Share templates across organizations

Integration with Tasks

Automatic Task Generation

• AI-powered breakdown of briefs into actionable tasks
• Dependency mapping between related tasks
• Resource allocation based on brief requirements
• Timeline synchronization with project milestones

Project Management

• Track progress against brief objectives
• Monitor resource usage and budget
• Update stakeholders on project status
• Generate reports for management

Next Steps

Ready to create your first brief? Check out our Quick Start guide or explore Task Management to see how briefs connect to execution.