Blueprint Step Types
Each step in a blueprint does one kind of work. Steps are grouped in the palette by category.
Flow
Start
The entry point — where the process begins. Every blueprint has exactly one.
End
The exit point — where the process finishes. Every blueprint has exactly one.
Tasks
Task
Assigns work to a person and creates a task on their board. Supports done conditions, a form template, files, a deadline, and visibility.
Approval
An approval-type task — the assignee approves or rejects to continue.
Control
Sequential
Runs the following steps one after another, in order.
Parallel
Splits the process into branches that run at the same time.
Advanced
Race
Assigns the same work to several people; the first to finish wins and the others are cancelled. Needs two or more assignees.
Approval Gate
Requires multiple approvers to sign off. Has a timeout (default 72 hours). Needs one or more approvers.
If/Else
Branches the process based on a Yes/No decision. Has Yes and No outputs.
Loop
Repeats a step up to a maximum number of iterations. Has Loop (body) and Exit outputs.
Timer
Pauses the process for a set number of hours before continuing.
Auto-Assign
Automatically assigns the task to whoever holds a chosen position in the org chart.
Webhook
Calls an external web address (with optional JSON headers) — for integrating with other tools.
Summary
| Step | Category | Creates a Task? |
|---|---|---|
| Start / End | Flow | ❌ |
| Task | Tasks | ✅ |
| Approval | Tasks | ✅ |
| Sequential | Control | ❌ |
| Parallel | Control | ❌ |
| Race | Advanced | ✅ |
| Approval Gate | Advanced | ✅ |
| If/Else | Advanced | ❌ |
| Loop | Advanced | ✅ |
| Timer | Advanced | ❌ |
| Auto-Assign | Advanced | ✅ |
| Webhook | Advanced | ❌ |
Done Conditions on Task Steps
Task-like steps (Task, Approval, Race, Approval Gate) can carry done conditions — requirements the assignee must meet to finish the task. Available types: Checklist, Text, Approval, Number, Date, Dropdown, and File. With no conditions, the task can be completed directly. (These are the same conditions used on regular tasks — see Completion Conditions.)
Tips
- Start with Task + Approval — they cover most simple processes
- Use If/Else after an Approval to handle approve/reject paths
- Parallel speeds things up when steps don't depend on each other
- Race for urgency — when the fastest available person should take it