Blueprints
Blueprints are reusable process templates that automate multi-step work. Design a process once on a visual canvas, then launch it whenever you need — every task, approval, and branch is created automatically.
What Problem Blueprints Solve
Many processes repeat the same steps every time:
- Employee onboarding — IT setup → HR forms → manager intro → training
- Vendor approval — request → finance review → legal check → approval
- Document review — draft → review → feedback → sign-off
Instead of creating each task by hand every time, you design the flow once and launch it in one click.
Templates and Processes
The Blueprints page has two tabs:
- Templates — the blueprint designs you build
- Processes — running and finished instances (a live copy of a blueprint)
Blueprint States
| State | Meaning |
|---|---|
| Draft | Being designed, not launchable yet |
| Published | Ready to launch |
| Archived | Hidden from the main list, can be restored |
Process Instances
Launching a blueprint creates a process instance you can track step by step. Instance statuses: Pending, Running, Completed, Failed, Paused, Cancelled.
Who Can Use Blueprints
| Action | Members | Managers | Admins / Executives |
|---|---|---|---|
| See the Blueprints menu | ❌ | ✅ (department managers) | ✅ |
| View blueprints | ❌ | ✅ | ✅ |
| Create / edit / publish | ❌ | ✅ | ✅ |
| Launch a process | ❌ | ✅ | ✅ |
info
Members don't see the Blueprints section, but they do receive tasks created by processes — and can start processes that have been opened to the team via Start a Process.