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Creating a Folder or Project Blueprint

Table 7. Availability - Legacy plans


Overview

All users except collaborators can create blueprints.

Blueprints can be created from scratch or an existing task, project, or folder. This page describes how to create a folder or project blueprint from scratch.

Tip

This page describes account-level blueprints. Blueprints are also available on the space level, go to Blueprints in Spaces to learn more.

Create a folder or project blueprint

  1. Navigate to Blueprints section 1 in the sidebar.

  2. You can create a project or folder blueprint in several ways:

    1. Use the + icon 2 in the top right corner of your workspace and select Project/Folder from the drop-down.

    2. Click the + Item button 3 on your workspace and select Project/Folder from the dropdown. Enter a name for your project/folder and press Enter, you can edit your project/folder from its item view.

    3. Hover over the Projects and Folders title in the sidebar of a blueprints section, click on the + button 4.

    CreateProjectBlueprint__.png
  3. Enter a project or folder name 1.

  4. Specify the location of your blueprint 2. You can tag a blueprint only with another blueprint (i.e., you can’t designate a folder/project from the main folder tree as a parent folder/project of a blueprint).

  5. Specify the type of workflow 3.

  6. Choose the type of item that will be created: a folder or project 4.

  7. For projects: Specify project owners 5 and a start and finish date 6.

  8. If you're using Wrike for Professional Services or the Wrike Resource add-on, choose your project Billing type 7.

  9. Add the Budget for the project 8 .

  10. Choose the default view of the folder or project 9.

  11. Specify who you want to share the folder/project with 10.

  12. Click Create 11.

CreateProjectBlueprint_Create.png

Now you can create any relevant tasks and subtasks that will be necessary when using your blueprint. All the data you add to tasks within your folder or project blueprint will be preserved when creating a folder or a project from a blueprint.

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