Blueprints in Wrike
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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 users except Collaborators, Contributors, and Viewers can create blueprints and create items from blueprints. Collaborators can view blueprints shared with them.
Blueprints are templates for creating new work items. You can create a task, folder, or project blueprint, and then can easily create new versions of this work item with any relevant changes. Even if you add due dates or assignees to a blueprint, it will not be displayed in to-do lists, dashboards, or reports.
In Wrike blueprints are available on the account level and space level.
When you have similar tasks, folders, or projects that recur often, use a blueprint to streamline this process. With blueprints, you can quickly create a task, folder, or project with attributes you've already specified, saving your time and effort. Blueprints give you more freedom and flexibility than simply duplicating a task, folder, or project.
Note
There's a weekly limit on mass item creation of 3000 items for Free, Professional and Team accounts, and 12000 items for Business Plus, Enterprise Standard and Enterprise Pinnacle Accounts. Wrike checks if the limit has been reached in the previous 7 days. When the limit is reached, new item creation from blueprints or via duplication is blocked until the limit is reset automatically (after 7 days) or manually (with the help of Wrike Support Team). Additionally, there's a limit of 5000 items created in bulk during one action. The same limits apply to other mass creation actions like Excel import and MS Project import.
With blueprints you can:
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Create a task, folder, or project blueprint from scratch.
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Create a blueprint from an existing custom item type.
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Save existing tasks, folders, and projects as blueprints and choose whether or not to include their descriptions, assignees, attachments, and custom fields.
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Quickly create a new task, folder, or project using a blueprint you've saved or created.
Tip
Users on Free and Professional accounts can use Templates rather than Blueprints. Templates are a way of achieving the same basic function as Blueprints, but without some increased functionality.
Your account blueprints are located in the Blueprints section.
To access account-level blueprints that are shared with you or that you created, you can either:
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Click the Search icon 1 in the sidebar and search for Blueprints.
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Click on the current space tab 2 in the side bar and select Blueprints 3.
To access space-level blueprints that are shared with you or that you created, you can either:
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Click the caret icon in the upper right corner 4 and select Blueprints 5 from the drop-down menu.
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Click on the space-settings icon 6 next to the space overview in the sidebar and select Blueprints 7.
Note
Only space admins can view and access the space settings.
You can set up a request form to create a task, folder, or project from a blueprint. If you do, every time someone uses the form to submit a request, a task or project is created from the nominated blueprint. Note that when using a request form to create a task from a blueprint, the specified location in the blueprint will not be applied to the task.