Task templates (brief templates)

Brief templates are ready-made texts that fill in a task's description with one click. You create them in Tarefas (Tasks) > Modelos (Templates) and apply them to a task through the Modelo de Pauta (Brief template) field. Creating and editing templates requires the manage templates permission.

Create a template

  1. In the menu, open Tarefas > Modelos. The screen is called Modelos de Pauta (Brief templates).
  2. Click Novo Modelo (New template).
  3. Give it an easy-to-recognize Título (Title), for example "Social post design brief".
  4. Write the Descrição (Description): the outline, the fields the team should fill in, and points to watch out for.
  5. Click Criar (Create).

To change a template, open it from the list, edit it, and click Atualizar (Update). To remove it, use Excluir (Delete). Use Buscar modelo... (Search template...) to find a template quickly.

Use a template on a task

  1. Open the task or create one with Nova tarefa (New task).
  2. In the Modelo de Pauta field, pick the template under Selecione um modelo de pauta para pré-preencher (Select a brief template to prefill).
  3. The description is filled in and a notice confirms the brief was applied. Adjust what you need and click Salvar (Save).

Heads up: applying a template replaces whatever was already in the description. If you'd already written something, copy it first.

Project templates

To reuse an entire project, open an existing project and click Salvar como Modelo (Save as template). Project templates live under Projetos (Projects) > templates.

Frequently asked questions

I don't see the Brief template field on the task.

It only appears once the company has at least one template created.

I can't create templates.

The Novo Modelo button depends on the manage templates permission in your role. Ask your administrator.