Create New Project that auto-fills with information from Blueprint - without having to navigate to blueprints
Hi! It seems to me that the blueprints could be best utilized if I was able to navigate to the space I'm in, select 'new project', and then have that new project autofill information from a pre-set blueprint.
Navigating to the blueprints folder, or duplicating a templates folder, is an unnecessary extra step. I should be able to set an automation where all new projects within a folder automatically are created from the blueprint. I realize you can do this through request forms as well, but again, for my team, that is an unnecessary additional step. Is this possible? Any recommendations?
Hi.
I personally use the Request Forms to dig into the Blueprints with the benefits of automations using the answer provided. It will put the new project in the right space or project/folder you desire. The button to create forms is located on top of the screen, so you don't have to navigate anywhere.
Even if the Blueprint was located in the Space you wanted the new project to be in, you would still need to answer some questions for the automations to work. I think the Request form is the best way to achieve that...
I hope my comments or opinion is helping you, but for now, I don't think what you are looking for is possible.
Thank you Eric!
Hi Desiree Ewing, I know this is an old question, but it came up when I was searching for something different so I figured I'd share what I do. :) As long as you use account blueprints, you should be able to create a project from a blueprint in any space/folder/etc. Maybe this would help?
1. Navigate to your space
2. Use the + Item to add a row
3. Then type the name of your blueprint. Here I searched for Video and it'll showcase all tasks and blueprints with "Video"
4. Answer the questions to populate your project
Glad to help if you have any questions.