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Using a Folder or Project Blueprint

Table 161. Availability - Legacy plans


Overview

All users except collaborators can launch blueprints.

Use one of your blueprints to quickly launch a new folder or project and notify assignees about tasks in the project.

Launch a folder or project blueprint

There are three ways to launch a folder or project blueprint:

Using_a_Folder_or_Project_Blueprint-Launch_a_folder_or_project_blueprint.png
  1. Locate the relevant folder or project blueprint in the left-hand navigation panel of your Blueprints section. Alternatively use the green + button in the top right-hand corner of your workspace to search for a blueprint.

  2. Right-click and select Create from blueprint 1.

  3. (Optional) Change the name of the folder or project that will be created 2.

  4. (Optional) Add a title prefix 3. This will be added as a prefix to the name of tasks, subprojects, and subfolders created.

  5. (Optional) Select a new location 4. Specify the project, folder, or space where your new folder or project should be tagged. If you don’t pick a new location, your folder or project will be placed in your Personal space.

  6. Specify whether or not you want to send Inbox notifications to assignees of tasks in a folder or project and its subproject’s owners upon creation 5.

  7. Specify whether or not you want to reschedule all subtasks and set new start and end dates 6. All subtasks will be rescheduled respectively.

  8. (Optional) check Add another 7 so that the dialog box remains open and you can launch another project or folder from the blueprint (you can configure each item differently using this option).

  9. Click Create 8.

Alternatively you can use the context creation menu which is available in List view:

  1. In List view, click the dropdown to the left of Add new, which appears under the header section of your workspace.

  2. In the dropdown menu the task blueprints which you have access to are listed.

    Note

    If there are too many blueprints listed there you can narrow them down using the search bar.

  3. Click on the name of the blueprint you would like to launch, the same menu appears as in the first example allowing you to edit and refine the project or folder to be created.

Lastly, you can use a blueprint via the green + button in the upper right-hand corner of your workspace.

  1. Click the green + button in the upper right-hand corner of your workspace.

  2. In the search bar start to type in the name of the blueprint you want to use.

  3. Click on the correct blueprint in the options which are listed.

  4. The Create from blueprint dialog opens where you can edit the blueprint created according to steps 3-9 in the first method described on this page.

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