Blueprints in Spaces
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Availability: Legacy Business, Legacy Enterprise.; Unavailability: Legacy Free, Legacy Professional.; |
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Availability: Business, Enterprise, Pinnacle. ; Unavailability: Free, Team; |
All space members except Collaborators and Contributors can create and manage blueprints in spaces. Collaborators and Contributors can view existing space blueprints.
Space blueprints are customizable templates available for each space, providing a seamless way to organize your work without affecting others.
With space blueprints, space members can easily access, view, and edit these templates. You can select space blueprints in the space-level request forms and use them in the space-level Automation.
You can choose to save reusable work as a blueprint for your entire account (i.e. for the whole company) or exclusively for team or space members.
All space members except Collaborators and Contributors can create blueprints in spaces. Collaborators and Contributors can view existing space blueprints.
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Navigate to the relevant space in the sidebar.
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If you're a space admin, click the gear icon 1 next to space overview in the sidebar or click the gear icon under the space’s title 1, to open the space's settings and select the Blueprints tab.
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If you're a space member, click the caret icon 2 in the upper right corner of the view and select Blueprints 3 from the drop-down menu.
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Click the + button 4 next to the Blueprints title of the panel on the left.
Note
If no blueprints have been created, click on the "Create Blueprint" to create one.
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From the menu 5 select the type of blueprint you want to create: Task, project, folder, or a custom item type.
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In the pop-up that appears:
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Enter the blueprint name 6.
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Change the blueprint location if necessary 7. By default, the blueprint is located within the current space but you can add it within one of the existing space blueprints. To do that, hover over the space name, click the X that appears, and select a different location.
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Click Create or Add and open 8 to finish blueprint creation.
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Your blueprint opens in item view, and you can adjust any attributes that will be applicable to the blueprint. For example, you can add text in the item description, add assignees, set start and end dates, set a default view, and more.
The space blueprint you created is shared with all space members. All of them except for Collaborators and Contributors can view and edit the blueprint.
All space members except Collaborators and Contributors can convert items to space blueprints.
You can save any existing items as a space blueprint to use as a template for future tasks easily. Additionally, if you want to convert an existing account-level blueprint to a space-level blueprint, you can first create a work item from the account-level blueprint and then save it as a space blueprint, using the instructions below.
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Navigate to the relevant space in the sidebar.
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Locate the work item you want to convert to a blueprint and:
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For tasks, click the three-dot menu button 1 next to the title or right-click the task in the Table view.
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For projects and folders, click the three-dot menu button 2 next to the title or right-click the item in the sidebar or in Table view.
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Select Save as Blueprint 3 from the drop-down menu.
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In the pop-up that appears:
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Enter the blueprint's name 4.
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(optional) Enter the prefix 5 which will be added at the beginning of the names of tasks, subprojects, and subfolders created from the blueprint.
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In the Save as section 6, the current space is automatically selected. You can change it to Account blueprint if you want to make the blueprint an account-level.
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(optional) In the Save to section 7, select an existing space-level blueprint folder or project to place the new blueprint into. If no blueprint is selected, the new one will be created as a stand-alone.
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(optional) Select what to copy and set scheduling options for the blueprint using the checkboxes if necessary 8.
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Click Save 9.
All users except Collaborators and Contributors can create work items from space blueprints.
The scope of the space blueprints is limited to their space. So you can create real work items from a space blueprint only in the space that it belongs to.
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Navigate to the relevant space in the sidebar.
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If you're a space admin, click the gear icon 1 next to space overview in the sidebar or click the gear icon under the space’s title 1, to open the space's settings and select the Blueprints tab.
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If you're a space member, click the caret icon 2 in the upper right corner of the view and select Blueprints 3 from the drop-down menu.
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For projects and folders:
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Locate the relevant project/folder blueprint in the left panel or in the current view.
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Hover over the title, click the three-dot menu button 4 or right-click the blueprint and select Create from Blueprint 6 from the drop-down menu.
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In the pop-up that opens, make the necessary adjustments and click Create.
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For tasks:
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Switch to Table view.
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Locate the relevant task blueprint on the view.
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Hover over the task title, click the three-dot menu button 5 or right-click the blueprint and select Create from Blueprint 6 from the drop-down menu..
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In the pop-up that opens, make the necessary adjustments and click Create.
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Alternatively, you can create work items from space blueprints using one of the context creation menus in the workspace. You can learn more on these pages: Creating a Task from a Blueprint and Creating a Folder or Project from a Blueprint.
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.
All space members except Collaborators and Contributors can add custom fields created in a space to the blueprints.
To add custom fields to blueprints:
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Navigate to the relevant space in the sidebar.
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If you're a space admin, click the gear icon 1 next to space overview in the sidebar or click the gear icon under the space’s title 1, to open the space's settings and select the Blueprints tab.
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If you're a space member, click the caret icon 2 in the upper right corner of the view and select Blueprints 3 from the drop-down menu.
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Select the project or folder in the left panel where you want to add a custom field and switch to Table view.
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Click on the Fields button in the toolbar 4.
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Select or type the name of the custom field in the search bar 5.
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Click on the three-dot menu button 6 next to the name and select Add to 7.
Note
You can only add account-level fields and custom fields created within the selected space to your blueprints. Custom fields from other spaces will not be visible in the Fields menu.
The custom field will be added to the blueprint project or folder.