How to Fill Out a Project Brief

Filling out your project’s brief creates a centralized space where key project information is stored and can be shared with other team members.

>>> This article is for Researchers and Insights Experts.

This article is about actively managed research projects and studies.

FYI - You might know Research Projects by another name - check out our glossary to find out!

To fill out the brief in your research project:

  1. Go to your project or start a new project
  2. Move to the “Brief” tab – typically the second tab in your project
  3. Fill out all the fields relevant for your project

Once all the relevant fields have been filled out, you can request approval so you can move on to the next step of your project.



Insider Tips:

  • Filling out a research brief is only possible if your platform is configured for research management
  • You can only request approval if you are a Team/Research Lead for the project

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