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Creating Blueprints From Custom Item Types

Table 9. Availability - Legacy plans


Overview

All users except for collaborators can create blueprints out of custom item types. Space-level custom item types can't be used in Blueprints.

You can create a blueprint using an existing account-level custom item type. Work created from such blueprints will have the same structure as the custom item type: the same workflow, same task/project elements (description, approvals, files, etc.), and same custom and system fields displayed. Additionally, you can also add content to the description or fields and a list of subitems.

For example, let's imagine that there's a custom item type called "Social media post" in your account. This custom type has only relevant custom fields in it, and all irrelevant elements are hidden. But different teams might want to use this type differently. One team needs their work to contain subtasks for each social media platform, and the other team prefers to keep track of everything in the task description.

So when the first team creates work from the custom item type, they need to add subtasks to it manually, and the second team needs to fill in the task description. Instead of doing that every time, they can create a blueprint from their "Social medial post" custom item type and use this blueprint to create work that already contains the necessary description and the list of subitems.

You can create blueprints from the task- or project-type custom item types that are available on the account level. Just like other blueprints, blueprints created out of custom item types can be used in request forms.

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 blueprint from a custom item type

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CreatingBlueprintCT_Submit.png
  1. Navigate to the Blueprints section in the sidebar by clicking the space selector tab 1 and selecting Blueprints 2 from the drop-down menu.

  2. Click + Item 3 at the top of the blueprint list.

  3. Click on the item type to the right of the title 4 opens a drop-down menu.

  4. Search by typing in field 5 and select the relevant account-level custom item type.

    Note

    You can learn how to create an account-level custom item type here.

  5. Enter the title of your blueprint 6. Make the title descriptive enough to be able to find it in the list of blueprints and not confuse it with the title of the original custom item type.

  6. Click on the Submit button to the right 7 or press Enter.

  7. Make adjustments to the blueprint in the item view:

    1. Add a default description

    2. Add subitems

    3. Add other content to any available custom or system field or other fields

    4. Set up sharing settings for the blueprint to allow other users to create work out of it if necessary

Your blueprint is created, and now you and other users can create work out of it. The resulting created work item will contain all of the content you added while creating a blueprint.

Remember that in blueprints created out of custom item types, you can adjust the content and the list of subitems. If you want to adjust the elements of the custom item types, e.g., hide or add fields, you can do that in the type settings.

Create work from custom-item-type blueprints

Once a blueprint is created, all users except for collaborators can create work out of it.

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CreatingBlueprintCT_Create.png
  1. Navigate to the space, folder, or project in the sidebar where you want to create your work.

  2. Start creating using one of these ways:

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

    2. In Table view: Click + Item at the bottom of the table 2.

    3. In Board view: Click + Item in one of the columns

    4. In the sidebar: Hover the project or folder title, click the three-dot menu button or right click the title and select Add item from the drop-down menu.

  3. From the drop-down that appears, click on the search field 3 and select the relevant custom-item-type blueprint.

  4. The Create from blueprint dialog opens where you can:

    1. Change the name of the blueprint that will be created 4.

    2. (Optional) Add a name prefix 5. This will be added as a prefix to the name of tasks, subprojects, and subfolders created.

    3. Change the blueprint location 6 if necessary. By default, it will be added to the current space, project or folder where you have created. If you need to add to a different location, hover over the space name, click the X that appears, and select a different location.

    4. 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 7.

    5. Specify whether or not you want to reschedule all subtasks and set new start and end dates 8. All subtasks will be rescheduled respectively.

    6. (Optional) Check Add another 9 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).

  5. Click Create 10.

The work is created. Depending on the blueprint, the resulting work is either a task- or project-based custom item.

FAQ

Are custom-item-types blueprints compatible with request forms?

Yes, you can set up your request forms to create tasks and projects out of such blueprints.

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