Create briefing

To create a new briefing, click the “+ New briefing” button in the top-right corner.

A sidebar will appear with the following fields:

  • Name
    The name or title of the briefing.

  • Form
    The form template used for the briefing.

  • Project
    The project to which the briefing is linked.

  • Promotion
    The promotion that can be associated with the briefing.

  • User groups
    The user group(s) that should have access to the briefing.

  • Users
    Specific user(s) who should be able to see the briefing.

Once all fields are completed, click “Save” to create the briefing.