Blueprints & Templates

Blueprints are reusable project templates that help you start new projects quickly with pre-configured structures.

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

1

Navigate to Blueprints

2

Find the template you want

3

Click Use Template

4

Enter project details:

• Project name

• Dates

• Team members

5

Click Create Project

The new project includes all template content.

Creating Your Own Templates

Save from Project

Turn a project into a template:

1

Open a well-structured project

2

Click the ... menu

3

Select Save as Template

4

Name and describe your template

5

Click Save

Create New Template

Build a template from scratch:

1

Navigate to Blueprints

2

Click + New Template

3

Add:

• Template name

• Description

• Phases

• Tasks

• Milestones

4

Click Create

AI-Assisted Creation

Use AI to generate template structure:

1

Click + New Template

2

Select Generate with AI

3

Describe your project type

4

Review and modify suggestions

5

Save the template

Managing Templates

Edit Templates

1

Open the template

2

Click Edit

3

Modify structure

4

Save changes

Template Versions

Templates maintain version history:

• See previous versions

• Restore earlier versions

• Track who made changes

Delete Templates

1

Open the template

2

Click Delete

3

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