Creating and Submitting a brief

• Navigate to ‘My briefs’ via the ‘My OMG’ drop down (top menu bar).
• You will then be presented with a list of existing briefs you own or briefs that require you to participate.
• Click onto ‘New brief’.
• You will be presented with a form to complete, fields highlighted red fields are mandatory.
  • Business area – The business division/area/brand/region which this request relates to.
  • Title – A memorable name for your brief.
  • Brief summary – In one or two sentence summarise what you want to achieve.
  • External reference – Use this to enter a reference number if required.
  • Brief type – Select the brief type you require. This will determine the format of the brief you will complete.
  • Deadline – Give your brief a deadline date. This is when you would expect the work to be completed.
• Click ‘Next’ to proceed to the next step.
• Depending on the type of brief you selected, additional fields will be displayed in the form which needs to be filled out under the ‘Brief details’ section.

Adding more information.

• Once you have completed the form, you can upload any supporting assets to the ‘Assets’ tab.
• You can invite other people who you need to participate on a brief on the ‘People’ tab.
• You can use the ‘Notes’ tab to collaborate and discuss the brief with others.
• When you are ready to submit the brief, select ‘Submit’ and you will be presented with an option to submit to individuals or teams. Select the relevant people or teams and click ‘Submit’.

Cancelling a submission.

• If you have submitted a brief too soon, you can click ‘Cancel submission’ to call it back and continue editing.

In the list of briefs, you can do a few things.

• The search bar allows you to search across all briefs by title, summary and external reference.
• You can sort by clicking the desire column.
• You can filter the list using the options on the left navigation e.g. status, assignee etc.
• Once you’ve selected your filter options, select ‘Apply filter‘.
• If you want to reset, always click ‘Clear‘.
• The Status column defines the overall status of the brief. Below are the statuses and definition:
  • Draft – The owner of the brief has yet to complete the form and submit it to the agency team to review.
  • Submitted – The owner has completed the form and submitted to the agency team or a member of the team to review.
  • Accepted – The agency team has reviewed the brief and has accepted it to carry it out as a project/job.
  • Rejected – The agency team has reviewed the brief and requires more information or lack of information and requires clarity.
• Once a brief has been accepted, you can hover your cursor over the status to see who accepted the brief. 
• Once a brief has been converted/linked to a project/campaign, you will find the ‘Project status’ column populated with the project/campaign status. By click onto the status, you’ll be taken to the project/campaign where you can track the progress.
• Lastly, you can click onto the pencil icon to add a note to the brief or if you’d like, you can mention a user in your notes e.g. the client to let them know the reason why the brief has been rejected or perhaps you require clarity on some of the information they entered.

Want to learn more?