Start a product brief

What you will accomplish

Create a product development record from a clear brief, then connect the formula, sample, and packaging work that supports the product direction. The record keeps related work visible before you create or open its Product OS launch file.

This record is evidence for review. It does not automatically grant QA approval or release the product.

Before you start

• Prepare a short product name and brief.
• Product Development is available on Pro, Business, Lab, and Enterprise. Business, Lab, and Enterprise teammates need formula permissions in the correct workspace.
• The starting stage is Brief. Change it if this product is already further along.
• If your account shows Workspace, know which client or internal workspace owns the work.

Create the development record

1. Open Product Development at /projects.
2. Select Start a brief.
3. Choose the appropriate Workspace when that field is shown.
4. Enter the Product or project name.
5. Review the Starting stage.
6. Describe the idea under What are you making?.
7. Select Create product brief.

Connect the formula candidate

1. Open the formula candidate from Formulas.
2. Find Development brief on the formula record.
3. Choose the new record under Linked project.
4. Select Save Project Link.

If you are already on a saved formula, choose Create project in its Development brief section to create the brief and link it in one step. A failed save leaves the formula unlinked; retry the same action after correcting the error.

Connect specifications, samples, and packaging

1. Use Formula specifications to add measurable requirements.
2. Use Sample activity to issue a controlled sample.
3. Use Packaging variants to capture the proposed packout.
4. Issue a sample from the saved formula so its exact version remains traceable.
5. Return to the project from Open Project.

The Development path on the Product Development page shows the broad journey from Brief through Launch. The path inside a product record shows which work is connected. Added means the record is present; it does not mean the product is approved.

Check your work

• Open the development record and confirm the product name, brief, and status.
• Read Product brief for the saved concept and Research & development notes for the rationale and open questions, when notes have been added.
• Confirm the formula appears under Formula candidates.
• Confirm sample and packaging counts reflect the records you connected.
• Open each linked sample from Samples & packaging to review its own observations and saved formula version.

If something does not look right

• If Workspace is required appears, select an available workspace and try again.
• If a project is missing from Linked project, confirm the formula and project belong to the same workspace.
• If a linked formula does not appear immediately, refresh the project record after Save Project Link completes.

Next steps

• Create product specifications.
• Create and track samples.
• Open the matching video guide.