> For the complete documentation index, see [llms.txt](https://docs.kaana.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.kaana.com/product/planning-and-resources/blueprints-and-templates.md).

# 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

{% stepper %}
{% step %}
Navigate to **Blueprints**
{% endstep %}

{% step %}
Find the template you want
{% endstep %}

{% step %}
Click **Use Template**
{% endstep %}

{% step %}
Enter project details:

* Project name
* Dates
* Team members
  {% endstep %}

{% step %}
Click **Create Project**

The new project includes all template content.
{% endstep %}
{% endstepper %}

## Creating Your Own Templates

### Save from Project

Turn a project into a template:

{% stepper %}
{% step %}
Open a well-structured project
{% endstep %}

{% step %}
Click the **...** menu
{% endstep %}

{% step %}
Select **Save as Template**
{% endstep %}

{% step %}
Name and describe your template
{% endstep %}

{% step %}
Click **Save**
{% endstep %}
{% endstepper %}

### Create New Template

Build a template from scratch:

{% stepper %}
{% step %}
Navigate to **Blueprints**
{% endstep %}

{% step %}
Click **+ New Template**
{% endstep %}

{% step %}
Add:

* Template name
* Description
* Phases
* Tasks
* Milestones
  {% endstep %}

{% step %}
Click **Create**
{% endstep %}
{% endstepper %}

### AI-Assisted Creation

Use AI to generate template structure:

{% stepper %}
{% step %}
Click **+ New Template**
{% endstep %}

{% step %}
Select **Generate with AI**
{% endstep %}

{% step %}
Describe your project type
{% endstep %}

{% step %}
Review and modify suggestions
{% endstep %}

{% step %}
Save the template
{% endstep %}
{% endstepper %}

## Managing Templates

### Edit Templates

{% stepper %}
{% step %}
Open the template
{% endstep %}

{% step %}
Click **Edit**
{% endstep %}

{% step %}
Modify structure
{% endstep %}

{% step %}
Save changes
{% endstep %}
{% endstepper %}

### Template Versions

Templates maintain version history:

* See previous versions
* Restore earlier versions
* Track who made changes

## Delete Templates

{% stepper %}
{% step %}
Open the template
{% endstep %}

{% step %}
Click **Delete**
{% endstep %}

{% step %}
Confirm deletion

Note: System templates cannot be deleted.
{% endstep %}
{% endstepper %}

## 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


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