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Using Briefings

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Denise Simon
 
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Briefings streamline the content creation process by ensuring you have all the essential information you need from the beginning. Create briefings and assign them to users that are responsible for the content creation. Once you assign a user to a briefing, they will receive an email notification and a link to the briefing in the Studio.

The overview page lists created briefings. You can view and edit all briefings that you created or that were assigned to you by the creator. You cannot see or edit briefings you did not create or were assigned to other users. To easily find the briefing you are looking for, you can sort the list by Last Updated or Deadline.

Briefings can be assigned to more than one user to help ensure seamless collaboration. You can also add other assignees to a briefing on which you were assigned.

Users must have a valid email address linked to their account to receive an email notification with the access link to the briefing.

Creating a Briefing

  1. In the Studio, navigate to Planning > Briefings > Create Briefing
    Create_Briefing.png

    The Briefing editor opens.

  2. Under Subject, provide a title for the briefing.
    Briefings_Required_Information.png
  3. Under Target Audience, enter one or more audiences.
  4. Under Purpose, enter the reason for the communication.
  5. Optionally, under Content Type, provide the format of content needed.
    Briefings_Content_Details.png
  6. Optionally, under Languages, select one or more languages for the content.

    The Language dropdown contains all the content languages available for your organization.

  7. Optionally, under Tone, provide the tone for the content.
  8. Optionally, under Attachments, click Browse Files to add files.
    Additional_Information_Briefing.png
  9. Optionally, under Additional Information, add more information.
  10. Click Save.

You have created a briefing. You can now assign it to one or more users.

Assigning a Briefing

Briefings can be assigned to one or more users to help ensure seamless collaboration.

Users must have a valid email address linked to their account to receive an email notification with the access link to the briefing.

  1. Under Deadline, provide an end date for the communication.
    Briefings_Assignment.png
  2. Under Assign to, search for or select a user to assign the briefing to.
  3. Click Save.

You have assigned a briefing. The assigned users have received an email with a link to the briefing. They can now create content using the information provided in the briefing.

Editing a Briefing

You can view and edit all briefings that you created or that were assigned to you by the creator.

  1. In the Studio, navigate to Planning > Briefings
  2. Navigate to the briefing you want to edit.
  3. Click the three dots to open the menu.
  4. Click Edit Briefing.
    Edit_Briefing.png

    The Briefing editor opens.

  5. Edit any section of the briefing.
  6. Click Save.

You have edited a briefing.

Deleting a Briefing

  1. In the Studio, navigate to Planning > Briefings
  2. Navigate to the briefing you want to delete.
  3. Click the three dots to open the menu.
  4. Click Delete Briefing.
    Delete_Briefing.png

    The Delete Briefing? dialog opens.

  5. Click Delete.

You have deleted a briefing.

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