for your company to use so that folks don’t have to re-invent the wheel each time they want to do a common task. Templates also provide for a level of consistency. For example, if you need certain information included in every Project Brief, you can create a template that encourages the team to fill in that information.
One challenge that many of my customers run into when using custom templates for project briefs is that each time a template is used, it create’s its own, unconnected doc or page. There is no mechanism in place to roll up all briefs into a single overview.
This doc will walk you how to create a central table for all of your project briefs, and how to have information from your briefs roll up to the table.