Tips on managing 'All Briefs'

Helpful tips on how to use request stage information and 'Latest Status' change information to streamline your workflow in PIPELINE

Written by Breno Glennon
Updated over a week ago

Managing All Briefs

This is the first article in the "Request Management" series of how to use PIPELINE.

In the GETTING STARTED section, we covered how to create a folder, add team members, create a brief, set and approve delivery dates and budgets, clarify the brief through the commenting system as well as how requesters can review and approv incoming quotes.

Before we cover the production and iteration process in PIPELINE, we want to show users how to manage your briefs to optimise your workflow.

All Briefs

To access and manage your briefs, simply select “Briefs” from the top menu in the main ribbon. Once selected, a list of all your briefs will be displayed.

On this page, you will find an list of all your brief. Learn more on how to use filter options for the All Briefs overview. The overview includes the following information:

  • ID: This number is automatically assigned by PIPELINE when saving a new brief.

  • SKU: optional information entered when a new brief is created.

  • Title: Typically labelled as the name of the product or variant given by the requester when creating a brief.

  • Stage: A brief has any of the following states. Use the tooltip in PIPELINE to see the different stages and what they mean.



A new brief is created, saved, but not published.

A new brief has been published and the PLATTAR team is currently reviewing the requirements and clarifying any open items with the requester.

The brief and quote are accepted by both parties and are awaiting proposal sign-off to start production.

3D production has started or is ongoing. (More on the production and iteration process in a separate video).

Quality Assurance has marked the outcome as approved. The requester gets notified to perform a final review and give approval.

The requester has marked the outcome as approved. This completes the work on the brief. If QA and requester are one and the same person, the ‘Approved’ stage may be skipped and a brief can move from “In Progress” to “Complete” in one step.

  • Latest Changes: the requester gets notified about important updates or changes to the briefing and content production process. New changes display a green dot next to the change message. Click the tooltip in PIPELINE to see all update messages and their meaning or refer to the table below:

New Draft

new brief saved as draft

Comments Resolved

all comments resolved

New Comment

brief comment added

Brief Edited

Any changes made to the brief

Brief Published

brief gets published

Brief Accepted

Creator accepts brief

Brief Rejected

Creator rejects brief

Model Uploaded

model file gets uploaded to a solution

New Comment

comment solution gets added

New Model Version

iteration is uploaded to solution

Comments Resolved

all comments resolved

Model Approved

model is approved

  • Folder: Folder name of where reference materials and outcomes are stored.

  • Last Edited: Displays the date of the last change made to the Brief or Solution.

  • View: This gives the user direct access to view either the Brief or the Solution.

  • Action: Depending on the current brief stage, the user can take direct action to delete, publish, assign or clone a brief.

If you you want to learn how to clone briefs, click the link.

Take Action on Briefs and Solutions from ‘All Briefs’:

We recommend users to make use of the toggle " Only show new status updates" (above the table) to filter the overview for briefs that have had updates that the user hasn't seen or responded to. This can save users a lot of time and streamline their workflow of tasks that need their attention.

User take action on status updates by selecting the appropriate menu option under the View or Action column.

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