How do I create and manage Event Briefs?

Easily share the most important information about your events via web page, Google Doc or PDF.

Event Briefs are a single responsive web page, Google Doc or PDF designed to present all the information that Event Staff need to execute an event.

At the Org level, Org Admins can customize the Brief Template for all of the events in their Org. At the event level, individual Event Briefs are made according to the Brief Template, though some customizations can also be made. 

Read more about publishing and sharing Event Briefs here.


Customizing the Event Brief Template

To customize the Event Brief Template, navigate to your Org Reports & Settings by clicking the building icon at the top of the sidebar > Publishing > Brief Template. Note that only Org Admins can customize the Brief Template.


Once inside the builder, there are two tabs: Contents & Layout and Default Permissions. 

Within Contents & Layout, use the dropdown field options and the on/off toggles along the right-hand side of the page to edit and customize the content and design of your Org's Event Briefs.

  • To enable a section, toggle the switch on.
  • To open a section, click the > carat.
  • To enable or disable an item, check the check box. 
  • To rearrange an item or section, drag-and-drop the ⠿ handlebars.
  • Optionally add Custom Fields to the Brief Template under Event Info > Basics.
  • Enable personalization o show Members only their own Schedule, Meetings, etc.l when they view a Brief.

Editing individual Event Briefs

At the event level, each Brief is made from the main Template. Members with Full Access to the event can add or remove individual Contacts, Notes and Attachments from the event, providing the flexibility to customize the Brief beyond the Template. Full Access members can also override the Template Permissions, making the Brief accessible to public or restricting access to members only.

There are two ways to edit an individual Brief:

  1. From the Events Dashboard, hover over an individual event and click the actions menu (three gray dots) that appears on the right-hand side. Then select "Edit Brief."
  2. Within an individual event, click the actions menu in the upper right-hand side of the screen.

Once inside the Event Brief Editor, you'll see the sidebar with sections to select Contacts, Notes and Attachments from the event that you want included in the Brief. There's also a Permissions section which lets you override the default Permissions set at the Org level.


There are a few things to keep in mind when opting to add Attachments to your Event Brief:

  • PDF attachments will be appended to the Brief PDF export into a single, combined PDF.
  • PDF attachments will appears as links in the Brief webpage or Google Doc.
  • Image attachments will be viewable in the Brief on web, Google Doc or PDF.
  • Other types of attachments, such as Excel files, will appear as links and initiate a download when clicked.


A few notes:

  1. Event Briefs come with your Team's logo, font and colors. You can update these within your Org Style Settings.
  2. Event Briefs update in real time - any event updates you make inside Circa will update and be reflected within shared Event Briefs right away.

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