Other actions in Blueprints

Editing stages and transitions   

Edit stage   

1. Navigate to   Boards    , hover over any specific board in the left panel and click      to choose   Manage Board . (or)
   
2. Navigate to    to select a board.  Learn more . 
3. Click on the  Design Blueprint  tab.   
   
4. Select the stage you wish to edit and make the modifications.    
   
5. Click  Save a nd  Publish  the  board .   
   

The changes will be reflected only if the board   is published.                       

Remove stage    

1. Navigate to   Boards    , hover over any specific board in the left panel and click      to choose   Manage Board . (or)
   
2. Navigate to    to select a board.  Learn more . 
3. Click on the  Design Blueprint  tab.   
   
4. Select the  stage and click   in the top-right corner.   
   
5. Confirm your action.   

• The stage will be moved to the 'List of available stages' column on the right.   
  
• If the  stage being deleted is active in one or more cards,  you will receive a prompt while publishing the blueprint suggesting you to map the cards to a new stage before deleting.         

Edit transition   

1. Navigate to   Boards    , hover over any specific board in the left panel and click      to choose   Manage Board . (or)
   
2. Navigate to    to select a board.  Learn more . 
3. Click on the  Design Blueprint  tab.   
   
4. Select the transition you wish to edit and make the modifications.               

The changes will be reflected only if the blueprint is published.     

Remove transition   

1. Navigate to   Boards , hover over any specific board in the left panel and click      to choose   Manage Board . (or)
   
2. Navigate to    to select a board.  Learn more . 
3. Click on the  Design Blueprint  tab.   
   
4. Select the transition and click   at the top-right corner.   
   
5. Confirm your action.    
   

The removed transition will not appear in existing cards.   

Add multiple blueprints   

In some cases, more than one blueprint might be required to capture the workflow.  

For example, if Helen wants to handle reimbursement workflow with different set of steps for a confirmed employees and interns, we can create two different blueprints and set relevant criteria in each blueprint to map cards through the right blueprint. 

For such cases, Qntrl supports multiple blueprints. You can add more blueprints to the  board  after it is published or saved as a draft.   

  

To add a new blueprint in a  board : 

1. Navigate to    and select   Boards   from the menu. 
   
2. Hover over a  board  name, click       and then select  Add New Blueprint . 
   

Follow the steps to create a new blueprint, validate it, and publish the  board  to use it. 

 

Manage associated blueprints    

To view all the blueprints associated with a particular  board : 

1. Navigate to     and select   Boards    from the menu. 
   
2. Hover over a  board  name, click      , and then select  View Existing Blueprints .  
   

You can view the blueprints associated with a  board . You can also create a new blueprint here by clicking the  Create New Blueprint  button. To edit a blueprint, click on the corresponding blueprint.  

Clone blueprint  

To clone a new blueprint from an existing blueprint: 

1. Navigate to     and select   Boards    from the menu. 
   
2. Hover over a  board  name, click       , and then select  View Existing Blueprints . 
   
3. Hover over the blueprint you want to clone and click      . 
   
4. Select  Clone . 
   

Modify the blueprint as required and validate it by clicking  Save and Validate. 

Reorder blueprints   

Reordering helps users to prioritize blueprints. 

1. Navigate to     and select   Boards    from the menu. 
   
2. Hover over a  board  name, click       , and then select  View Existing Blueprints . 
   
3. Click       next to   Choose from existing blueprints . 
   
4. Drag and drop your blueprints to order them according to your priority. 
   
5. Click  Save . 
   

A minimum of two blueprints is required to reorder blueprints for a board.                                  

Delete blueprint  

Blueprints that are no longer required can be deleted. Once a blueprint is deleted, the  cards associated with the blueprint will also be deleted.  

1. Navigate to     and select   Boards    from the menu. 
   
2. Hover over a  board , click       , and then select  View Existing Blueprints . 
   
3. Hover over the blueprint you want to delete and click      . 
   
4. Select  Delete . 
   
5. Confirm your action.  
   

 

Once a blueprint is deleted it cannot be retrieved.  

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