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.