Duplicate a brief type
Brief types and their features are only available to users with the Admin role.
To quickly create a brief type, you can create a copy of an existing brief type and then modify it to suit your needs.
To duplicate a brief type:
-
In the navigation menu, click Strategy.
-
In the left sidebar, select Settings
. -
In the left pane, select Brief types.
-
On the Brief types page, find the brief type you want to duplicate.
-
Click the horizontal ellipsis icon
> Copy. -
In the Create brief type copy dialog, update the following:
-
Name - by default, this includes (Copy) after the original name. Enter a name name for the brief type if needed.
-
Description (optional) - describe the purpose and usage of the brief type. You can edit it up to 1000 characters.
-
Use the Icon and Icon color drop-down lists to choose an icon and its color for the brief type.
-
-
Click Continue.
The brief type details page opens, where you can edit the brief type fields.
-
Manage the brief type fields as needed.
-
Click Save.