Plan a project from a brief

Start with a brief that describes what needs to change. Finish with a project record and a small set of tasks that someone can pick up without attending the kickoff. This example uses the Relio homepage project. Before you start: you need access to a Projects object and permission to create tasks. Use an existing project when one already represents the work.

Put the brief in the project context

Search for Relio, open the intended project, and review its description. Capture the audience, desired outcome, scope, and unresolved questions. Keep the current project status accurate; a drafted plan does not mean delivery has started.For this example, the outcome is a homepage brief explaining who Relio serves, its product benefits, the page structure, and the primary call to action.

Break the outcome into reviewable pieces

Write a short task list before creating anything. Each task should produce something another person can review.

Task	Done when
Define the homepage message for CRE teams	A headline, supporting paragraph, and three benefits are ready for review.
Map the homepage structure and primary CTA	The proposed sections and main visitor action are documented.
Capture Relio product screenshots	The selected images illustrate the product claims in the brief.
Send the revised homepage brief	The reviewed brief has been sent to the intended contact.

Check the existing tasks first. Reuse any that already cover these outcomes.

Create tasks with the context attached

Open Tasks → New Task. Enter the action in the title and add the completion conditions to the description. Choose assignees, status, and priority; set a due date when there is an agreed deadline.Use the record-link control to attach the Relio project, then select Create task. Repeat for the distinct outcomes you need.

Make the review order explicit

Explain which work depends on an earlier result. For example, the final brief needs the reviewed message, page structure, and chosen screenshots. Put that context in the sending task’s description instead of assigning every task the same deadline.If several people are assigned, name who takes the next step.

Open the saved work and check it

Reopen one task. Confirm that its description, assignees, dates, and linked project survived saving. Review the project’s Tasks tab to find its related work and check for duplicates.

Check the result

A teammate should be able to explain the project outcome, find the next task, and tell what makes it complete. If “Send the brief” only contains a vague title, add the review criteria before handing it over. Continue with Hand work off to a teammate or Write a weekly project update.

​Check the result

Check the result