---
title: "Briefing > Create a Task Brief R12"
canonical: "https://technology.bytangram.com/space/TGKB/452919663/Briefing%20%3E%20Create%20a%20Task%20Brief%20R12"
format: markdown
---
In WorkBook task briefs are created anywhere you can view a task card.

> ℹ️ In this article we are creating a task brief from scratch, if you wish to create and use brief templates please refer to the relevant article [https://tangram.atlassian.net/wiki/spaces/TGKB/pages/452919616](https://tangram.atlassian.net/wiki/spaces/TGKB/pages/452919616)

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

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## CREATE A TASK BRIEF

- In the **jobs list** > select the **job**
- Click on the **tasks** icon in the left hand navigation

![image](media://248a2e2d-b103-4970-bdd0-18c52028d78f)

- In the **tasks** tab > **select the task** you are creating the brief for
- Click the **task settings** button to open the **task card**

![image](media://c1427ccf-cdcd-4da5-b31e-d0ddf167aca7)

- In task card go to the **briefing **tab

![image](media://d0d9b5b4-b2a6-4742-bca9-3c1ede96a8f4)

- If you already have a task brief saved as a word document you can upload the brief by clicking the **upload a briefing** button

![image](media://e690c366-636f-4529-b5b9-491fff71ea4c)

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

![image](media://cba87466-349b-4c08-8b7e-ef7db0c0d1e8)

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## EDIT A TASK BRIEF

Even if you uploaded 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://beed7e8e-8c5a-44a3-a627-0338d67a18dd)

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## SAVE A TASK BRIEF

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

![image](media://ea5354d1-a877-46c6-ab2d-8b23b5c75f6c)

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## ADD ATTACHMENTS

- To add attachments go to the **briefing attachments** tab
- Click the **upload file** button

![image](media://fd494a6a-162d-4f1a-b700-870b53bcd239)

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## TASK BRIEF COLLABORATION

- At the bottom of the task brief there is a window to collaborate with colleagues on the brief
- Write your message and click **publish internally**

![image](media://21a76fd7-e51a-4638-9143-4c7c1819952a)

- Go to the **task conversation** tab to see or add comments on the brief and the task

![image](media://ad108268-10fa-4a79-a63f-edcf2356a1b8)

- Collaboration on a task brief can also be done via the **tasks module** > **to-do **> **tasks**
- Go to the **task briefing** tab to collaborate with colleagues on the brief

![image](media://2300b893-e3b9-43bf-8370-eebb00c3466a)

- At the bottom of the task brief there is a window to collaborate with colleagues on the brief
- Write your message and click **publish internally**

![image](media://183f7f80-b2c4-4e77-8cae-cb168b45cfa0)

- Go to the **task conversation** tab to see or add comments on the brief and the task

![image](media://631f20a3-ed64-49d8-9962-598e13859f21)

> ℹ️ Next go to [https://tangram.atlassian.net/wiki/spaces/TGKB/pages/453116204](https://tangram.atlassian.net/wiki/spaces/TGKB/pages/453116204) to learn how to get your task brief approved

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### Related articles

> Macro (contentbylabel)