Title: Bi-directional field sync between Hypothesis Brief, Fields tab, and Plan view
Description: Enable field updates made in the Fields tab or Plan view to automatically update the corresponding fields in the Hypothesis Brief, ensuring the Brief remains an up-to-date summary for stakeholders without requiring manual cross-updates.
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Camilla Cantalini
commented
Echoing Roman's comment. Task Briefs are used as the source of truth. The missing sync of fields leads to inefficiencies in our way of working
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Roman Bobiš
commented
Thank you Tauseef for raising this request. I am only not sure what does "Hypothesis Brief" mean (we are familiar with Campaign/Task Brief only).
Anyhow, this is actually critical challenge for us as our Task Briefs are used as the source of truth throughout the delivery process while editing fields of multiple Tasks is so much faster in the List View (enabling the powerful bulk edits), compared to loading each and single Task, Unlock Brief, Edit, find the field and finally Save.
This causes major data discrepancies in our Tasks- e.g. marketing manager changes "Confirmation Status" of a major client event (Task) in List View to "Cancelled" while the event manager working on this event (along the Task Workflow) cannot see this important change in the Task Brief.
We even experience challenge in the Brief > Fields sync direction:
If colleagues fill in some Brief field in a COMPLETED Task, the field is NOT created in the Fields - hence not shown in the List View. Uncompleting the Task would enable the sync but than the completion date will be incorrect.