Creating a new Brief

From the main dashboard there are two ways of creating a new Brief.

1. Click the “Create new” button in the top left corner

2. Click the New Brief card in the dashboard

The process of creating a Brief is much similar to that of creating a Binder. A wizard will open which requires that you put in metadata and make choices around the Shared Resource relationship and Template for your Brief.

1. Put in the metadata related to your Brief

2. Choose the Shared Resource relationship

3. Select the Template and hit “Create”

Once you have created your Brief, you can start adding content to it. To learn more about how to build your Brief visit the page on Creating and Editing Briefs in Activator