How to use the Agent task brief template

Start a board from it
Use this template opens a new Freero board with the Agent task brief template on it (sign up free first). On a board you already have, open Templates in the toolbar and search for “Agent task brief”.
Follow the instruction on the board
“Write it so a capable newcomer could do the job with no other context. Vague briefs get confident, wrong work.”
Fill in each part
- Goal: what should be true when it’s finished? The outcome, not the steps.
- Context: what does it need to know? Background a new colleague would ask about.
- Constraints: what must it never do?
- Done when: how do we check the result?
- Tools: what may it use? Give the least access that does the job.
- Escalate if: when should it stop and ask?
Bring your team and your agents
Invite people to the board or share a link, and work on it together live. The timer is in the top bar, private mode and voting in the board menu, and Claude or ChatGPT can join through Freero’s MCP server.

Work on it with an AI agent

Connect an assistant once and it works on the board with you, with your permissions: by default it reads and proposes, and people decide.

You ask: “Fill in the Agent task brief board from these notes.”
What happens It reads the board, then proposes sticky notes for it. Nothing changes until someone on the board accepts them.
You ask: “Group what we wrote into themes and list the actions.”
What happens It proposes clusters with a title each and task cards for the actions, labelled with its name and yours.

Agent control room: A board where AI agents post their plan, status and tasks, and people steer them.

Agent workflow design
Design a workflow an AI agent runs: what starts it, what it gathers, what it does, how its work is checked and how it hands back.
Agent permissions review
Decide what an AI agent may do on its own, what needs a person’s approval and what it must never do, action by action.
Agent incident review
Look into a time an AI agent got something wrong: what happened, why it happened, why checks missed it, and what changes.
AI feature spec
Specify an AI-powered feature: the user and job, inputs and outputs, how it can fail, the guardrails and how you’ll measure quality.
Agent run review
Step through one run of an AI agent: what it did at each step, whether it was right, and what to change in its instructions or tools.
Agent handoff map
Who hands what to whom when people and agents share a piece of work, and the check that has to pass at each handoff.