Account Blueprints allow you to schedule a series of recurring tasks in Optmyzr. You can also include tasks outside of our product (like meetings within your team, quarterly business reviews, setting up conversion tracking), and assign owners to each one.
Each group of tasks is called a Blueprint and runs periodically according to your settings.
Setting up a New Blueprint
To set up your first blueprint go to the Workflow tab > Account Blueprints and click on "Build your own".
Step 1: Create a New Blueprint
Define a name and a description for your blueprint. All fields are mandatory, and setting a good description will make it easier for you to remember what that specific blueprint contains or focuses on. The blueprint timezone can be changed to any other time zone that works best for you. As you can later on schedule the tasks to run on a recurring basis, this timezone must be set in accordance with this.
Step 2: Create Tasks
Click on 'Add your first task' to get started. Blueprints can contain one or more tasks, which can be done by Optmyzr or be external. If you select a task done in Optmyzr, you'll see a dropdown list with the available tools for you to select. The task name and description here are also mandatory fields. For the task owner, you can select a role, such as, for example, analyst, account manager. You can also create a new role for your team. Later on, you'll be able to assign different team members to these roles. The advantage of assigning tasks to roles instead of specific team members is to ensure continuity if team members leave or new team members join your company.
In the next step, you'll see the option to use default settings or custom settings. This applies to the optimizations added in the previous step, and you can use a custom view, choose the metric columns, turn Turbo mode on or off, change the filters and date range, just as you would inside the optimization page.
Finally, select the frequency and due date for the tasks. Supported frequency is currently One Time, Weekly, Monthly, or Custom (every X weeks/months).
Blueprints can contain one or more tasks, and on the next page you'll see a list of the tasks created for that blueprint, with their corresponding due date, frequency, the role assigned, and description. On the dotted line to the right side, you can edit, copy, or delete the task, and the Add Task button at the bottom lets you add more tasks to that blueprint.
Step 3: Select Accounts
In this step, you'll be selecting the account(s) that will use this blueprint. You can select as many as you need.
Step 4: Assign Team Members to Roles
In step 2 you assigned a role to the task(s), which in the example below was "analyst". In this step, you'll assign a team member to that role, for example, John will be assigned the role of Analyst, and so he'll be in charge of those tasks. And if later on, you need to change the person in charge from John to James, you don't have to set up the blueprint or task all over, just simply change the team member here to re-assign.
Step 5: When to Start using this Blueprint
In this step, you'll define whether the blueprint will start now or delayed to a specific date.
Step 6: Summary
In this final step, you can review the name, amount of tasks, and accounts associated with it. If it all looks ok, then click on Create Blueprint. Once the blueprint is created, it'll show up in the main blueprints page, along with any other previously created ones.
You can review all the created and completed tasks under the “My Tasks” page. You can find this page here or under the 'Workouts' tab, as seen in the screenshot below.
My Tasks Page
In the "my task" page you'll find a list of all the active and completed tasks, filtered by account and team member. You can also see which blueprint that task is associated with.
If you don't have any tasks assigned to you yet, you'll see the following screen with the link to build for your first blueprint.
Due date colors:
- Red: Overdue tasks.
- Green: Task due this week.
- Grey: Tasks due later.
On the right side of the screen, you'll see there's a link that says "Take me there", under Action. This link will send you directly to the tool to review or complete the task.
The "Archive Tasks" tab on the upper right corner gives you the option to archive any tasks overdue by more than 7 days, or all overdue tasks.
Once inside the tool, you'll see three main things on the menu:
- An "i" next to the tool name. Hover over this icon to see a description of the tasks you've added.
- "My tasks". Press here to be taken back to your main "My tasks" page.
- "Next tasks". Press here to be taken to the next task. To do so, you'll need to select whether to mark this task as complete (even if no changes were made) or to skip it for now.
Note: the "next task" button will only go through the tasks which are due for the current week.