This section explains how you can create and manage briefs. Creating a brief allows you to state the scope of your search and organize your leads according to your needs.
Access the Briefs
There are two ways to access the list of briefs:
Access the List of All Briefs
Click the Briefs menu entry on the left-side panel to display the full list of existing briefs. The Briefs page lists all the briefs that your company is currently working on, divided into three categories:
- Recents: Briefs recently opened.
- My briefs: Briefs owned by you.
- Other briefs: Briefs owned by other collaborators.
Click the cards to access the brief's description, associated leads, and attachments.
Access Directly a Specific Brief
Click the brief's name you're interested in on the Recent Briefs or My Briefs sections on the left-side panel to directly access it.
The brief cards display:
- The name of the brief.
- An associated icon with the first letter of the brief's name in a selected color.
- The tag(s) related to the brief.
- The total number of leads contained in the brief and more specifically the number of active leads.
- A quick access to create a lead directly in the brief.
- Whether or not the brief is private. A red lock icon is displayed in this case.
Create a Brief
Click the arrow next to the Create a Lead button on the top right of your screen, a drop down list will appear. Select Create brief in the list.
The following pop-up window will appear:
- Enter the title of the brief.
- Assign a color that you've first defined by your team, to help identify the brief and related leads.
- Select the type of lead(s) to be associated with the brief:
|Definition||Classification Fields (lead level)|
|Pharma asset||Leads that are active pharmaceutical ingredients (e.g. small molecules or biologics). These leads are assets that may one day become the core components of a product with a marketing authorization.||Asset Name
Mechanism of action
|Technology solution||Leads that will serve several other R&D projects (e.g. technology platforms) or leads that are technologies that will accompany a pharma asset (medical devices or companion applications).||Product name
Note: The type of lead selected at the brief level will determine which classification fields are displayed for all leads related to this specific brief.
Once a lead type has been selected, it can no longer be edited. Should a user wish to update the lead type, the brief (including the associated leads) must be deleted and created again.
Add a Brief Definition
Once the brief has been created, enter the brief definition in the Description tab. You can either write the definition using the template or enter your own definition. A rich text editor enables you to highlight the most important items by using text formatting, lists, or tables.
Click View all in the Owners section.
A pop-up window will open. Click Add.
Enter the name of your collaborators to find them in the list. Select the desired name and click Add.
Click View all and then click the X button next to their name.
Add a New Lead to a Brief
Click the Create lead button on the top-right of your screen. The new lead will be automatically associated with the brief you're currently in. Read Create a new lead for more information.
Rename a Brief
You need to be one of the owners of the brief to perform this action.
- Click the brief name.
- Make preferred changes.
- Validate changes by clicking the Save button.
Delete a Brief
You need to be the main owner of the brief to perform this action. To delete a brief, you need first to delete or move to other briefs all the leads contained in it.
Click the three-dot button at the top-right of your screen, and select Delete Brief.