Add a briefing form to a task

Once a briefing form is created in the "Forms overview" part of Work administration, you can add it to a task as additional information. Then the person working on the task can fill in the information outlined in the form. If necessary, the same form can be added to multiple tasks.

You can add a form:

• In the "Create tasks" dialog while adding assets from CELUM Content

• In the task details (described below)

Why use briefing forms?

Adding additional information structured as a briefing form has multiple benefits:

• Task assignees get detailed, clear, and specific instructions on what needs to be done. They can focus on information that matters the most.

• Clear instructions enhance task understanding and reduce the time needed to complete the task as errors and back-and-forth communication are reduced to a minimum.

• Additional information about the task can help prioritise tasks.

• One central location for task requirements means easy access to important information for all collaborators.

Add a briefing form in the task details

1. In task details, navigate to the "Additional information" section. By default, this section is expanded.

2. Click on the "Add form" icon. A pop-up opens.

3. In the pop-up, you can see the list of all available forms. Click on a form to select it.

4. The form is added and can be filled in by other people.
   

   Briefing form structure

   An empty briefing form consists of a (1) header where the name of the form is shown and (2) form fields. The fields are arranged in 2 columns.

Fill in the briefing form

Once the empty form is added, it is ready to be filled with useful information:

1. Click on the input field.

2. Enter the information. The process will differ depending on the field:

• Text field: Enter the text and click on "Save" or outside the input field to save.

• Date field: Select the date. The date chooser closes and the selected date is displayed.

• Drop-down field: Select the value from the drop-down. The selected value is displayed.

Remove field values

• Text field: Click on the input field and delete the text. Save your changes.

• Date field: Click the "Remove" button.
  

• Drop-down field: Select the "None" option.

  If a drop-down option is removed while editing the field in Work administration, the "None" option will be automatically selected.

Actions on a briefing form

The following actions are possible on a briefing form:

• Remove form by clicking the "Remove" option in the "More actions" menu. Confirm the removal by clicking the "Remove" button in the dialog that appears.