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Using the blueprint feature - Workstreams, deliverables and tasks
Using the blueprint feature - Workstreams, deliverables and tasks

With the blueprint feature, you can easily build out a delivery plan required for the completion of a project.

Scott Margetts avatar
Written by Scott Margetts
Updated over a week ago

In Fibonacci, there are 3 levels of hierarchy in the blueprint, in order from the highest level to the lowest:

  • Workstream. Represented by the blue icon

  • Deliverable. Represented by the yellow icon

  • Tasks. Represented by the green icon


Workstreams

Creating a Workstream in Matter

  1. Navigate to a Matter in Fibonacci.

  2. In the Matter page, navigate to the Blueprint tab.

  3. In the Blueprint page, type your Workstream title in “Add workstream” field then click Enter. The “Add workstream” field will be placed after the last workstream.

  4. You can add additional details to your workstream by clicking on its title or clicking on the 3 dots menu on the far right and clicking “Edit workstream” in the drop-down options.

When viewing a workstream in the right-hand panel, you can:

  • Choose to follow the workstream in the top-right corner of the workstream panel. You will then receive notifications for any changes made to the workstream.

  • You can add a description to the workstream.

  • You can update the financials for the workstream.

  • You can also link events & triggers to create a more comprehensive matter plan. These will then be easily identifiable from the counters next to the calendar icon and bell and the bell icon.

Deliverables

Creating a deliverable inside a workstream

  1. Navigate into your corresponding workstream.

  2. Click the “Add deliverable” card.

  3. Type in your deliverable title then press enter or click save

  4. When viewing a deliverable as part of the blueprint, you can open the deliverable right-hand panel by clicking its title or clicking the 3 dot menu and clicking “Edit deliverable”. Like workstreams, this will allow you to input more details on the deliverable.

The icons when viewing a deliverable from the blueprint are as follows:

  • Add task

  • Check-icon, which outlines the number of completed tasks and the total number of tasks. You can click on this icon to show/hide the completed tasks.

  • Linked events

  • Linked triggers

Tasks

Tasks are the most granular item of the blueprint feature which correspond to actual tasks that needed to be completed.

To create a task within a deliverable

  1. In the deliverable card, click “add task”.

  2. You will then be taken to the task right-hand panel where you can input the key details.

  • Task Title

  • Task Status

    • By default, a task has a status of Not started, tasks can be updated to the following status: Not Started, In Progress, and Completed.

    • The task status is displayed as part of a task card on the blueprint view so all users can quickly identify the status of each task.

  • Start Date & Due Date - These will also be displayed as part of the task card.

  • Assigned to - You can assign users to a task so that they know they are responsible for the completion of the task. When you assign a user to a task, they will receive an email notification.

  • Description: You can add details to the task such as the steps required to complete it for example.

  • Set a reminder - Setting a reminder is a useful feature also that can help your productivity, manage key deadlines and ensure you don't miss key tasks.
    You will receive a notification and an email for the time specified.

  • Link to another task. You can add more details to your plan by using task linking. If this is enabled then an icon will appear on the task card so it is clearly identifiable. The options are:

    • Relates to: when you have tasks relevant to each other

    • Blocked by & Blocks: These allow you to create task dependencies so it is identifiable that a task is blocking another one or is blocked. These will also be illustrated with arrows on the Gantt chart view.

  • Priority: You can mark out the priority of a task (none, low, medium, high). These are displayed as the left border of a task card. In the image above, the 1st task is medium priority and the 2nd one is high priority.

  • Related documents: You can link documents to tasks using this section. For example, there could be a document template attached or a document needing reviewing.

  • Comments: view or add a comment to the task. You can tag a user in a comment using the “@” button. They will then receive a notification and an email that they’ve been mentioned in a comment.



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