Attach a brief

Why use it

Knowing how a client lives in a room shapes every selection, but those questions tend to get lost in long emails or a first-meeting notebook. A brief puts the same short questionnaire in front of your client for each room and keeps their answers with that room, ready when you start sourcing.

When to use it

• Rooms with specific needs. A nursery, a home office or a kitchen used for entertaining.
• Remote clients. Let them answer in their own time instead of on a call.
• Repeat questions. Reuse one flow, such as a bedroom brief, across every bedroom.

For questions about the whole project, use a project intake instead. See Intake and brief question flows.

Before you start

• You need at least one published question flow. See Create a question flow.
• The space must not already have a brief. Detach the current one first if you want to swap it.

Steps

1. 1

Try it: guided demo

1. 1Attach

1. In Question flows, check that the flow you want, such as Project intake, shows Published.
2. Open the space's Brief page. A room without one shows No brief attached.
3. Under Pick a published flow, find the flow that fits the room.
4. Choose Attach next to the flow. The brief is attached at once and shows Awaiting.

What happens next

• The brief shows Awaiting until your client starts, then In progress, then Submitted.
• Your client answers the brief from their portal. See Answer a space brief.
• Once submitted, the answers show on the space's brief page, read-only.

Limits