Quick Start
This guide takes you from a brand-new account to a working project with your team. It should take about five minutes.
Screenshots coming soon
We're adding step-by-step screenshots and a short video walkthrough to this page. For now, the steps below describe each stage.
1. Create your account
Sign up at the login screen with your email, then verify your address. Once you're in, Bluprint walks you through a short onboarding flow.
2. Set up your company
During onboarding you create your Company — the top-level home for your team's work. You become its Owner, which gives you full control over workspaces, members, and settings.
Workspaces
Inside your company you can create Workspaces to group related projects — for example one per team or client. You can always add more later.
3. Create your first project
Start the project creation wizard and give your project a name and a few details. When it's ready you land in the project, where you'll find the board, Gantt chart, documents, chat, and the Associate.
Let the Associate set it up for you
Bluprint has an AI dedicated to getting new projects off the ground. Give it a short brief — your objective, key deliverables, dates, and priorities — and it does the hard work so you hit the ground running. As it works, you'll see live progress while it:
- Generates a starter task list — real tasks with subtasks, priorities, and effort estimates, created right in your project so there's no blank board.
- Proposes a timeline — phases and a critical path based on your brief.
- Flags risks early — a risk assessment with mitigations before you begin.
- Suggests team & resources — the roles and tools the project is likely to need.
- Sets up your project — the documentation hub and communications hub are prepared automatically, and the full analysis is saved into the project for reference.
You're always in control
Prefer to start from a blank project? You can skip the AI setup and add work yourself. And because everything it creates is just normal tasks, you can edit, reprioritise, or delete anything it suggests.
Once you're in the project, the Associate stays with you to plan sprints, analyse your Gantt, and more.
4. Add some tasks
Create a few tasks to capture the work. Each task can have:
- A status: To Do, In Progress, In Review, Done, or Blocked
- A priority: Low, Medium, High, or Urgent
- One or more assignees, due dates, subtasks, and dependencies
You can move tasks between columns on the Kanban board, or see them laid out over time on the Gantt chart.
5. Invite your team
Invite teammates by email and assign each person a role. Their role controls what they can do:
| Role | Typical use |
|---|---|
| Owner / Admin | Run the company and its settings |
| Manager | Oversee work across workspaces |
| Member | Contribute: create and update tasks |
| Viewer | Read-only access |
| Guest | External contributors, limited scope |
6. Put the Associate to work
Open the Associate sidebar and ask it to do something real. For example:
"Create a two-week sprint plan. Prioritise overdue tasks first, then high-priority items, and assign based on current capacity."
The Associate proposes the changes and stages them for your review. You approve what you want, reject the rest, and only approved changes are committed.
Tip
Use the MAX model for complex requests like sprint planning, Gantt analysis, or document generation. Use STANDARD for quick, everyday help.
What's next
- Glossary — every term explained.
- The Associate — the full guide to working with AI.
- Views — Dashboard, Kanban, Gantt, and Calendar.
Last updated: 2026-05-31
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