Convert Task to Blueprint

Ian Hlavacek

I would like to convert a Task to a Blueprint. It appears that this option has already been envisioned, because the help for "change item type" tantalizingly references the ability to search for blueprints (see pic). However, the search doesn't actually show my blueprints.

My ultimate desire would be to create a blueprint from an email; however, it appears I can only create tasks at the moment. So my second option is to create the task from an email, and then have an automation convert it to the appropriate blueprint.

Rohan V

Hi @Ian Hlavacek 👋

To save an existing task as a blueprint, right-click on the task and select "Save as Blueprint" from the drop-down menu. This option lets you create a reusable template from your task, which can be used to create new tasks with the same attributes.

Once saved, your blueprint will be located in the Blueprints section of your Wrike workspace. You can access this section by clicking on the Blueprints option in the left-hand navigation panel. To create a new task from the blueprint, right-click on the task blueprint and select "Create from Blueprint."

As you might be aware, there is currently no direct way to create blueprints directly from emails. We will ensure your feedback is forwarded to the appropriate Product Team 👍

Also, It appears that a similar post already exists. To maintain clarity and avoid duplication, we will be deleting the other post.