Creating Blueprints From Custom Item Types
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.
-
Navigate to Blueprints. Click the Blueprints button in the right panel on the Home page or select Blueprints from the Launchpad.
-
Click + Item at the top of the blueprint list.
-
Search and select the relevant account-level custom item type from the drop-down that appears on the right.
-
Enter the title of your blueprint. 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.
-
Make adjustments to the blueprint:
-
Add a default description
-
Add subitems
-
Add other content to any available custom or system field or other fields
-
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.
Once a blueprint is created, all users except for collaborators can create work out of it.
-
Navigate to the space, folder, or project where you want to create your work.
-
Start creating using one of these ways:
-
Click the big + button in the upper-right corner of the workspace
-
In List view: Click + Item at the top of the items list
-
In Table view: Click Item at the bottom of the table
-
In Board view: Click + Add item in one of the columns
-
-
Click the drop-down that appears on the right, and in the search field, enter the title of the relevant custom-item-type blueprint.
Note
At the moment, you must use search to look for the relevant custom-item-type blueprint.
-
Enter the title of your work.
-
Click Create or press Enter to finish.
The work is created. Depending on the blueprint, the resulting work is either a task- or project-based custom item.