Blueprints & Steps
A blueprint is like a recipe that you "rinse and repeat" for every process.
- What is a blueprint?
- What is a kick-off form?
- What types of form fields can I create?
- What can I set in a blueprint?
- What can I add in comments?
- How can I make sure a user completes the form?
- How can I add and find process notes?
- What is the library?
- What are tags used for?
- How do I add 'process instructions'?
- How does 'Only assigned member can complete task' work?
- How do I set a task deadline to be dependent on another step?
- How do I reassign a process task?
- How can I export or download a CSV of a process?
- How can I read, download or print a blueprint?
- How can I copy a blueprint?
- How do I archive and unarchive a blueprint?
- How do I create sub-tasks?
- How do I set up an internal approval process?
- Can I design my blueprint (or process) to run tasks in parallel and sequentially?