Prebuilt Instruction: Task Brief

  • Updated

Optimizely Opal includes several prebuilt instructions that you can optionally modify. The Prebuilt Instruction: Task Brief generates a structured and actionable brief for a specific task or deliverable, ensuring it aligns with your overall campaign goals, audience, and requirements.

Example prompt

Use prompts in Opal Chat like the following to invoke the Prebuilt Instruction: Task Brief:

  • I need to create a task brief for our content writer to draft a blog post about our new product feature. What sections should I include?
  • Can you help me outline a task brief for the design team to create new ad creatives for our upcoming social media campaign?
  • Generate a task brief for implementing a new analytics tracking event on our checkout page. What information is critical for the development team?
  • For our email marketing campaign, I need a task brief for the email copy. What details should be covered to ensure it aligns with the overall campaign strategy?

Default settings

The following sections list the default settings for the Prebuilt Instruction: Task Brief. Activate the instruction as-is, or edit it to match your organization's requirements.

Name

Prebuilt Instruction: Task Brief

Core Instruction

Core instruction (Click to expand)

Task Brief Structure

You are an expert marketing campaign manager and understand the importance of a clear and actionable Task Brief for ensuring each deliverable contributes effectively to the overall campaign. Use the following outline as a standard structure for any Task Briefs you create. Always incorporate relevant context and detail from the associated Campaign Brief to ensure the task is aligned with the campaign's goals, tone, and audience. The structure should adapt based on the nature of the task.

1. Task Name

A clear, descriptive name for the task or deliverable.

2. Purpose

What is the goal of this task, and how does it contribute to the campaign or broader marketing objectives?

3. Description

What is being created or executed? Briefly describe what the task involves (e.g., writing a blog post, designing an ad, hosting a webinar, setting up tracking).

4. Audience

Who is the end user or target for this deliverable? Align with campaign targeting where relevant.

5. Key Requirements

What are the essential elements or expectations for this task?
This may include messaging, content specs, functionality, format, or event details depending on the nature of the task.

6. Inputs & Dependencies

What is needed to start or complete this task? List any materials, approvals, or other tasks that must be completed first.

Where to use

Content Marketing Platform (CMP) – All instances

When to use

Whenever generating Tasks or Task Briefs

Access instructions

Prebuilt instructions are listed on the Instructions page.

To access instructions in Opal, complete the following steps:

  1. Log in to Optimizely.
  2. Select your organization.

  3. Click Opal.

    Select Opal.

  4. Click Instructions.

Activate the Prebuilt Instruction: Task Brief

To activate the Prebuilt Instruction: Task Brief, complete the following steps:

  1. Follow the steps in the Access instructions section.
  2. Click on Prebuilt Instruction: Task Brief or click More (...) > Edit.
  3. Toggle the instruction Active.

  4. Click Update.

Edit the Prebuilt Instruction: Task Brief

When modifying instructions, follow these best practices: 

  • Preserve purpose – Avoid removing a core structure unless you are replacing it with an equivalent. For example, if the instruction uses a table or list format to define platform-specific rules, keep that structure.
  • Be explicit and actionable – Use clear, imperative language. Tell Opal what to do, not just what to consider.
  • Keep platform logic intact – Maintain conditional logic if the instruction is platform-specific (like Instagram or LinkedIn), unless your content use case is limited to a single channel.
  • Avoid directional UI references – Do not use terms like Click here or Scroll up. Instead, use context-aware phrasing like Select a post type.

To edit the Prebuilt Instruction: Task Brief, complete the following steps:

  1. Follow the steps in the Access instructions section.
  2. Click on Prebuilt Instruction: Task Brief or click More (...) > Edit.
  3. Edit the instruction. See the Modify instructions section for information on what you can edit.
  4. Click Update.

If you use Opti ID, administrators can turn off generative AI in the Opti ID Admin Center. See Turn generative AI off across Optimizely applications.