Brief Status

Brief Builder drafts and projects have related but separate lifecycles. A brief can still be edited before handoff, while its generated project stays a draft until a person activates it.

Brief workflow states

Status	Meaning
Draft	The brief is being prepared or has not entered a review workflow.
Internal review	Your team is reviewing the brief before it goes to the client.
Client review	The brief is with the client for feedback or approval.
Activated	The older brief record has moved into delivery. New Brief Builder handoffs instead create an official draft project for review.
Done	The brief workflow is complete.

New briefs start as draft automatically. There is nothing extra to set up. A brief without an explicit status is treated as a draft.

In the current Brief Builder flow, Proceed to Planning creates a draft project and archives the source Brief Builder tab after successful assisted planning. The project remains Draft while you review its tentative schedule. Choose Activate project from the project workspace to begin live work.

Where it shows up

Brief status drives where a brief appears on the Kanban board: draft briefs and draft projects sit in the Planning column. Active projects move into In Progress. Moving a compatible card between columns updates the status of that record.

Note

A brief’s status is separate from its processing state (such as pending, processing, or completed) and from the linked project’s status. Brief status describes its review workflow, processing state reflects background work, and project status controls whether capacity is tentative or confirmed.