Hello to the great Optimizely Product team,
We truly appreciate the new Task Templates feature and we are now setting up the Task Templates for the communications activity types which have a dedicated workflow (Social posts, Paid search, Webpage, .... So users only need to select the template and then the Task comes with the preloaded Brief, Workflow or files in Content tab.
However, if there are some mandatory Fields in a Brief template, these must be filled in in the "master" Task serving as a template. Hence, then the new tasks come with Brief with some values (e.g. Business Unit, Region, Cost Centre, .. and need to be overwritten by user. In worse case user will not update the values - resulting in an incorrect input in the Brief. This is quite a blocker for us to use the Task Templates in such (common scenarios.
QUESTION and REQUEST:
Could you please allow to load a BLANK Brief template when creating a Task using a Task Template with predefined Brief template that includes Mandatory fields?
Thanks so much and best regards
Roman - SwissRe