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Creative Brief

The creative brief is a worksheet that creatives and account service can use to define the job’s creative, production, and strategic goals. It provides focus and direction for those managing and working on the job. It can be used to document the strategic, creative steps the agency will perform to design and produce the work.

  • Click this button to clear all fields for this creative brief.

    To print this creative brief, click this button. A preview of how the creative brief will look can be seen on the right hand side of this window.

    Section titles can include the following: Project Description, Target Audience, Purpose, Style & Tone, Copy Points, Benefits, Call to Action, and Legal/Technical Requirements. The section headings may vary depending upon the type of job.

    Enter as much text as you feel is necessary to describe what is needed to reach the goal of the job based on the creative brief heading.

    The intials of the person who added this creative brief will appear here, along with the intials of the person who revised it, and the date and time of the last revision.

    A preview of the creative brief will appear here. This is helpful when you're ready to print the creative brief, which you can do by clicking the print button at any time.

    To request for this creative brief to be approved, click the request approval link. Once the creative brief is ready to be approved, click the approved checkbox. The intials of the staffer who approved this creative brief will appear here, along with the date and time that the creative brief was approved.


Typically, the creative brief was written by the account executive or creative director in a word processor, then attached to the printed estimate. Its usual function was to supplement and justify the job’s estimate amounts.

With Clients & Profits, the creative brief is an integral function of the electronic job jacket. Like the work order, the creative brief is just another part of the job ticket. Because it’s part of the job ticket, anyone with access to jobs can see it. And because it’s on-line, changes that anyone makes to the creative brief updates the database instantly. Users will always be looking at the most up-to-date version on the creative brief.

Creative briefs aren’t required. Each job ticket has its own special creative brief. A creative brief contains eight sections, each with its own customizable heading and body. Not all of these sections need to be used; only the sections that have text will appear on the printed creative brief report.

• The SmartTimer tracks time for one job task while you’re working.
• If you take a break (or take a break), you can pause your smart timer then resume the stopwa.tch later.
• Each time you use the SmartTimer a separate time entry will be saved on your Daily Time Card
• When click open the SmartTimer, the currently selected job task will be used automatically.
• You can open your smart timer from any Clients & Profits window that has jobs and tasks.
• Only one smart timer can be running at a time.


The SmartTimer and the Daily Time Card work together. The hours you track with a smart timer will appear automatically on your daily time card, as well as on department time sheets that your manager will review and approve. When you click the button to open the SmartTimer from a Job Ticket, the SmartTimer will automatically detect the job's name and number. If you're working on a different job, choose it from the Job menu.

LEARN ALL ABOUT JOB TICKETS in this Clients & Profits classroom video training class (5:06 mins)

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