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Creating a Task from a Blueprint

Table 15. Availability - Legacy plans


Overview

All users except collaborators can create tasks from blueprints.

You can quickly create an active task from within a blueprint and immediately notify its assignees so that they can start working on it. Task blueprints can be edited the same way you would edit a normal task.

Note

There's a limit of 4000 items created from blueprints and/or duplicated per every 7 days. Every time you create an item from a blueprint or duplicate an item, Wrike checks if the limit has been reached in the previous 7 days. If the limit is reached, you won't be able to create new items from blueprints or via duplication. You can try again in the following days, e.g., if you created 4000 items on a Tuesday, you can create more items only next Tuesday.

Create a task from a blueprint

There are three ways to create a task from a blueprint:

Creating_a_Task_from_a_Blueprint.png
CreateTaskBlueprint_Pop-up.png
  1. Navigate to the Blueprints section in your sidebar.

  2. Right-click on the task which you want to use for creating a blueprint and select Create from blueprint 1.

  3. From the pop-up, (optional) change the name of the task that will be created 2.

  4. Add a name prefix (optional) 3. This will be added as a prefix to the name of all work items created.

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

  6. Specify whether or not you want to send Inbox notifications to assignees 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. If you want to add another, check Add another 7 then the dialog box remains open and you can launch another task from the blueprint (you can configure each task differently using this option).

  9. Click Create 8.

Alternatively, you can use the + Item button which is available in Table view:

  1. Navigate to the folder, project, or space where you would like to add a new work item from a blueprint and switch to Table view.

  2. Click on the + Item button at the bottom of the item list.

  3. Click on the work item type that appears to the right.

  4. Enter the name of the task blueprint in the search field.

  5. Click on the name of the blueprint you would like to launch, the Create from blueprint menu appears as in the first example allowing you to edit and refine the task to be created.

CreateTaskBlueprint__Item.gif

Note

In Item view, clicking Add subtask will open the context creation menu. This can be used to add a subtask created from a task blueprint.

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

  1. Navigate to the folder, project, or space where you would like to add a new work item from a blueprint.

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

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

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

  5. 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.

CreateTaskBlueprint__Create.gif
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