Blueprint vs Templates

Lisa Community Team at Wrike Wrike Product Manager Wrike DiscoverでWrikeの専門家になりましょう

Lisa Wrike Team member Wrike DiscoverでWrikeの専門家になりましょう

So in what situation would a template be preferred over a blueprint?  It seems that blueprints are the way to go from this explanation?  Our users hate when they get tons of notifications for something that is not an active project....

Also, can you create tasks from a blueprint via request forms?  We use request forms extensively so ideally I want to create a series of tasks based on a request form from a blueprint.

@Ivan Hi, thanks for your question 🙂

Blueprints are an improved way for on-hold work and work that needs to be used as templates. Please check out the feature, it would also be great to hear your feedback on it 🙌

You can set up a Request Form to create a Task or Project from a Blueprint. In that case, every time someone uses the form to submit a Request, a Task or Project is created from the nominated Blueprint.

Any questions, please get back to me here

Lisa Community Team at Wrike Wrike Product Manager Wrike DiscoverでWrikeの専門家になりましょう

Lisa Wrike Team member Wrike DiscoverでWrikeの専門家になりましょう

To confirm, Lisa, are you saying I cannot create a Template with dependencies? And I would need to re-create the whole web of dependencies every time I create a new Project from my Template?

Hi @Claire, sorry, I meant that after the tasks' statuses are changed to "On Hold", dependencies cannot be added. At the same time, before changing the statuses, you can add dependencies, but you won't be able to see them on the Gantt Chart when the tasks are On Hold. Here's a useful Templates guide on Wrike's blog, please check it out when you have a minute 🙂

I wonder if you've already used the Blueprints - I'd be very curious to hear your feedback 🙌

Thanks for posting!

Lisa Community Team at Wrike Wrike Product Manager Wrike DiscoverでWrikeの専門家になりましょう

Lisa Wrike Team member Wrike DiscoverでWrikeの専門家になりましょう

Hi Lisa, we prefer requests over creating new projects from a template. The tasks I have associated with the requests are created from blueprint tasks, the only problem is that the dates do not change to the date when I create a project with the request. What is your idea about this?

hope to hear from you soon 

Welcome to the Community Delie Reith 👋 I can see you've been discussing your case with our Support team, and there's a most recent reply explaining how you can achieve your goals. I hope it's helpful 🙂

Please let me know if there's anything else we can help you with. 

Lisa Community Team at Wrike Wrike Product Manager Wrike DiscoverでWrikeの専門家になりましょう

Lisa Wrike Team member Wrike DiscoverでWrikeの専門家になりましょう

Asking as a newbie, what is the difference between templates and blueprints? Can you share best practices around when to use one over the other? Thank you.

Hi Jay Rice, welcome to the Community 👋 Great to have you, thank you for reaching out! 

You can create templates by duplicating work items like tasks, projects and folders and keeping them in a separate folder. You would then be able to duplicate new work from those template items and further use them in your account or space. If you have a more complicated workspace structure and use request forms, I'd say take a look at how the Blueprints work. 

Blueprints also work as templates for your work, but they have more powerful functionality. For example, you can add due dates or assignees to a blueprint, and they will not be displayed in to-do lists, dashboards, or reports before you launch actual work from them. They also have a separate area in your workspace that is easy to find. 

Our team has also launched Custom item types. This feature allows you to create fully customizable task- and project-based item types that can be tailored to the needs of your whole organization or specific departments and teams, e.g. custom item types like objectives, key results, user stories, bugs, requests, HR candidate cards, or any other item type you need. So this is not so much about templatizing work, but more about the types of work. 

I'd also like to mention our Use case templates. They allow you to add a premade framework to your account. Each use case has what you need to carry out a specific type of work. So, in a nutshell, such a template will create a new space in your account with the needed items and tools like projects, sample tasks, dashboards, reports, request forms, custom fields, and more, depending on your subscription plan. We have templates like Agile teamwork, Business goals, Content operations, Daily task tracker and many more.

I hope this info is helpful to get you started, Jay! I'll also share your question with your Success team at Wrike so you can discuss your use case in more detail 🙂

Please let me know if I can help you with anything else! 

Lisa Community Team at Wrike Wrike Product Manager Wrike DiscoverでWrikeの専門家になりましょう

Lisa Wrike Team member Wrike DiscoverでWrikeの専門家になりましょう

Hi, can you explain to me what the "Add another" feature is on Blueprints? The description provided is: Select Add another to keep this dialog open and continue creating more items. What is the difference between selecting this box vs. adding another task after the fact? Will it delay the notifications? Hopefully you can help with my confusion!

Great question Morgan Stakel!

I hope you're doing well! I wanted to share some helpful information about creating work from a blueprint in Wrike. When you initiate this process, a window pops up with various options. One of these options is "Add Another." By selecting this, after you click "Create" to launch work from the blueprint, the window stays open. This allows you to immediately start creating another instance of work from the same window, which is super convenient for launching multiple instances in one go! 🚀

Functionally, there's no difference between the work you create with "Add Another" and if you close the window and start again. It's just a more efficient way to launch multiple instances of work. Use whichever works for your workflow better! 😊

I hope this clarifies things for you! If you have any more questions, just let us know. Have a great day! 🌟

Angelo Palileo Community Team at Wrike Wrike Product Manager Wrike Discover で Wrike のエキスパートになろう

Angelo Palileo Wrike Team member Wrike Discover で Wrike のエキスパートになろう