---
title: "Briefing > Create a Brief Template"
canonical: "https://technology.bytangram.com/space/TGKB/1437499657/Briefing%20%3E%20Create%20a%20Brief%20Template"
format: markdown
---
In WorkBook, **brief templates** can be created for job briefs, task briefs, pipeline briefs and resource briefs. Brief templates are created in the **settings **module and usually by your system administrator.

| **ON THIS PAGE YOU WILL FIND:** |
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| > Macro (toc) |

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## CREATE A BRIEF TEMPLATE

- Go to the **settings** module > **folders, reports & documents** > **document templates**
- In the **list **tab, click the **create new** button
- Give your brief a **name**

![image](media://1f989b21-eb93-4272-a66c-51429215e2cf)


- Select the **company** the brief belongs to
- And the **areas of WorkBook** you’d like the brief template to be available

![image](media://c3dd3973-b65e-4f35-908d-1a559f4b2ef4)


- Go to the **editor** tab
- If you already have a brief saved as a word document you can upload the brief by clicking the **upload a briefing** button

![image](media://bad1943a-4b1e-4d58-853d-c33472d02864)


- Or, click the **edit the briefing** button to create a brief from scratch

![image](media://c5f18f37-46d3-4ba5-b312-d2d0e385d9b0)


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## EDIT A BRIEF

Even if you upload a document into the briefing area, you may still need to edit it.

- To edit the brief, click the **edit the briefing** button
- Use the **format buttons** to edit the brief

![image](media://bf20fd33-072a-42da-89e0-91bbfda55f57)


- Add **dynamic content fields** to your brief so that data pre-populates at brief creation, i.e. client name, job number and job name
  - Use the **search** field to find the content you’re looking for
  - Click in the **field** you want to populate, then click on the **dynamic content ID **

![image](media://d7c25181-e170-430d-b88e-f64df965c0ea)


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## SAVE A BRIEF TEMPLATE

- Each time you edit the brief template, you <u>must</u> click the **save** button

![image](media://7c016ecc-d694-41e8-9221-b0440a945ca2)


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## USE A BRIEF TEMPLATE

- When you created the template, you chose where you wanted it to be available to users

![image](media://8db22236-fe40-4240-bb2e-a49f3f7544cf)


- Depending on the settings chosen, the brief template will be available for users to select via the **add template** button

**Job Brief**

![image](media://1e28f2e7-8ee2-4947-a639-aac223213f86)


**Task Brief**

![image](media://8ea08895-3e62-46fe-9c5b-ae63681b66bf)


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> Macro (contentbylabel)