What are Blueprints?
Blueprints contain:
Pre-defined phases
Task templates
Milestone structures
Standard configurations
Use blueprints to:
Standardize project structures
Save time on project setup
Ensure consistency across projects
Share best practices
Types of Templates
System Templates
Pre-built templates provided by Kaana:
Industry-standard project structures
Common implementation methodologies
Best practice frameworks
My Templates
Templates you create and save:
Based on your successful projects
Customized for your organization
Available only to your team
Viewing Templates
Template Library
Navigate to Blueprints to see available templates.
Browse by:
System Templates - Provided by Kaana
My Templates - Created by you
Template Details
Click on a template to see:
Description and purpose
Included phases
Task structure
Milestones
Creating from Templates
Use a Template
Navigate to Blueprints
Find the template you want
Click Use Template
Enter project details:
Project name
Dates
Team members
Click Create Project
The new project includes all template content.
Creating Your Own Templates
Save from Project
Turn a project into a template:
Open a well-structured project
Click ... menu
Select Save as Template
Name and describe your template
Click Save
Create New Template
Build a template from scratch:
Navigate to Blueprints
Click + New Template
Add:
Template name
Description
Phases
Tasks
Milestones
Click Create
AI-Assisted Creation
Use AI to generate template structure:
Click + New Template
Select Generate with AI
Describe your project type
Review and modify suggestions
Save the template
Managing Templates
Edit Templates
Open the template
Click Edit
Modify structure
Save changes
Template Versions
Templates maintain version history:
See previous versions
Restore earlier versions
Track who made changes
Delete Templates
Open the template
Click Delete
Confirm deletion
Note: System templates cannot be deleted.
Template Content
Phases
Templates can include:
Phase names
Phase descriptions
Order and structure
Tasks
Template tasks have:
Titles and descriptions
Relative dates (e.g., "Day 1", "Week 2")
Assignee placeholders
Priority settings
Milestones
Include key checkpoints:
Milestone names
Relative timing
Descriptions
Best Practices
Creating Good Templates
Base on successful projects
Include clear descriptions
Set appropriate defaults
Test before sharing
Template Naming
Use clear, descriptive names
Include version or date if needed
Indicate scope or type
Keeping Templates Current
Review templates regularly
Update based on lessons learned
Remove outdated templates
Standardization
Use consistent naming conventions
Align with organizational standards
Document template purposes