Question About Blueprints

I have a question about creating blueprints - we are trying to create a blueprint that everyone can use for onboarding new hires to our company. This needs to be a blue print that everyone can have access to. I created a project with all the desired tasks, and saved it as a blueprint. The trouble is, I'm the only one who can see it in the Blueprints space and I can't figure out how to make it public so anyone can use it. Any advice?

Thanks!

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If you right click > share you can share it with others and it will show up in their blueprints. However, you have to share it individually. A public blueprints area would be nice.

 

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One thing you could do is to everything over to active tasks from Blueprints, and align new start and end dates is to create a request form that people could fill out that would duplicate the blue print project into an active project. We use this feature for new clients, new hires. We even went one step further where we separated out certain tasks could be added from another blue print depending on what kind of position was being hired for. 

If you would like more information how to set this up let me know and I can drop some screen shots. 

Hope this helps. 

-Ryan

 

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Hi Ryan!

Thanks for this suggestion! If you have time, I would love to see a few screenshots of the process you're describing. Thank you!

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Hi Kalyn Switzer

Here is an example of a request form we use when someone resigns. I choose this as it is the most simple example I stated above. we use some more complex request forms that take this same idea and duplicate for different reasons within the request form set up. First here is the request form that gets filled out by the HR team when a staff resigns. Note that one of the questions asks to tick a box if the resigning staff was a Service Manager, Assistant Manger, Mentor, or Behavior Specialist. The reason for this is that depending on what is selected the result will add extra tasks from a blue print task list on top of the standard tasks that need to be completed regardless of position.  

 

Here is the initial set up of the request form when creating it. Which shows that there is a blueprint that has the same set of tasks regardless of the position that has been resigned.  

Then for the one questions that asks if the person who resigned was in an important role there is a little more set up required. The set up uses the option to add an conditional branch option. This allows you to add an assignee, add a parent folder, and even duplicate tasks or tasks from a blue print. We put parameters to duplicate tasks from Blueprints as shown below. 

Then under Blueprints, we have our main template set up as a Project as well as a folder that houses the extra tasks needed based on the job description. 

The main blue print tasks look like any other, and the extra tasks are organized like this in the Blue print section. 

Then once the request form is filled out by our HR team, this is what the list of the tasks look like. It does not look like much as I took out the details for privacy reasons. 

Hope that helps.

-Ryan

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This is fantastic, Ryan! Thanks for sharing it!

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Thank you Robin Hayes. I hope it helps. 

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