Create a content brief

Plan a piece, set its funnel stage, and move it through the workflow.

Briefs are the planning sheets for each content piece. They live inside a client with the Briefs module enabled.

Steps

1. Pick the client in the sidebar selector and open Briefs. You’ll see the table of planned pieces.

   

2. Click New brief at the top right.

3. Fill in Title and Description. Choose the Funnel stage (TOFU, MOFU, or BOFU) and the Format (Blog, Video, Infographic, Newsletter, Post, and more).

   

4. Click Create brief. It appears in the list with its initial status.

5. Open the brief and change its Status from the row menu (for example, Idea → In review → Approved) or view it on the By status board. Every change is recorded in the activity log.

   

Next steps

• Create a client