Account Blueprints - FAQs
Commonly asked questions about account blueprints
Geetanjali Tyagi avatar
Written by Geetanjali Tyagi
Updated over a week ago

On this page:

What happens if I delete a blueprint?

If a blueprint is deleted, all tasks that are not completed (overdue, due tasks) will be removed. Any tasks that were completed before the blueprint was deleted, will continue to show.

What happens if an account is disassociated from a blueprint?

If an account that was earlier associated with a blueprint is disassociated from the blueprint, overdue tasks will continue to show. However, new tasks will not be generated and tasks that are due later will stop showing.

Why do I see "Team Account" on the "My Tasks" page?

If you are looking at tasks assigned to all team members, you may see 'Team Account' in the accounts column for accounts that you don't have access to.

How do I archive old tasks?

We have a button at the top of the "My Tasks" page to archive old tasks. You can archive all overdue tasks or tasks overdue by 7+ days.

Do all the tasks appear on the "My Tasks" page?

You'll always see your tasks on the "My Tasks" page, however, scheduled tasks will only appear 2 weeks before the due date. So, for example, if a task is scheduled to start on October 30th, it'll show up on your "My Tasks" page from October 16th on.

Did this answer your question?