PayorTransparency

How do I share or discuss a brief?

On a brief you own, switch to Shared with team so your workspace can read and comment, or click Share for a read-only link that works for 30 days.

2 videos · 15 sec in all · 1 written guide

Written guide

Share a brief with your team

Step by step

Before you start. Each brief you own has a switch under its title with Private and Shared with team. A brief saved from Chat starts Private, and one made with Generate brief starts Shared with team.

  1. Open a brief you own, from Insights Library under Saved.
  2. Under the title, click Shared with team. The change saves at once.
  3. Everyone in your workspace can now open it under Saved and add comments. At the top they see Team insight and your name.
  4. To hide it again, click Private. Then only you can open it in the app. A read-only link you made with Share keeps working until you revoke it under Share links or it expires.

What you see. While your team can see the brief, only you can share, refresh or rename it.

Tip. Only the brief's owner sees this switch. To show a brief to someone outside your workspace, click Share in the toolbar for a read-only link.

Use case
How do I share or discuss a brief?
Feature
Brief page
Task
Share a brief with your team

Video 2 of 2 · 8 sec

Comment on a brief

Captions are in the video. The steps and the full narration are below.

Step by step

Before you start. Open the brief from Saved in Insights Library. You can comment on your own briefs and on briefs a teammate has set to Shared with team.

  1. Click Comment in the bar at the bottom of the brief. The page moves down to Comments.
  2. Type your note in the box that reads Add a note for your team…
  3. Click Post comment.

What you see. Your note appears under Comments with your name and the date.

Tip. Comments cannot be edited or deleted, and teammates can read them when the brief is Shared with team.

Read the narration

On a brief, click Comment and type a note for your team. Then click Post comment.

Screens from this video

  1. On a brief, click Comment and type a note for your team.
    01 On a brief, click Comment and type a note for your team.
  2. On a brief, click Comment and type a note for your team.
    02 On a brief, click Comment and type a note for your team.
  3. Then click Post comment.
    03 Then click Post comment.
  4. Then click Post comment.
    04 Then click Post comment.
Use case
How do I share or discuss a brief?
Feature
Comments on a brief
Task
Comment on a brief