Blueprint

Create a Document

A document bundles a set of requirements into one deliverable with business, technical, test case and tracking pixel views, each available as a public link.

What a document is

A document is a named set of requirements you hand to someone: a developer, a stakeholder, a QA team. Blueprint renders it in several views from the same requirements, so everyone reads the same source.

Create a document

  1. In Blueprint, click Documents in the sidebar.
  2. Click Add Document.
  3. Enter a Title and a Description.
  4. Optionally enter an Environment URL (the site the document applies to), a JIRA Project URL and a JIRA URL for the related task.
  5. Under Requirements, pick a requirement and click Add. Use the arrow next to Add and choose Add All to include every requirement. Drag to reorder; click the trash icon to remove one.
  6. Set the Stage and the Owners (Stakeholders).
  7. For a long document, set Number of Parts (new documents only). See below.
  8. Click Save.

At least one requirement is required; otherwise you see "Please select at least one requirement for this document".

Split into parts

With Number of Parts above 1, Blueprint creates separate documents titled "<title> - Part 1", "- Part 2" and so on, sharing the requirements between them in order. The batches are sized from the number of parts, so a short list can produce fewer parts than you asked for.

Open a view

In the list, the Views menu on each row opens a view in a new tab. Clicking the title opens the Overview.

ViewFor
OverviewA summary of the document and its requirements
Business DocumentationStakeholders: what is tracked and why
Technical DocumentationDevelopers: data objects, scripts and tags
Test Case DocumentationQA: scenarios and steps
Tracking Pixels DocumentationThe marketing tags each requirement fires
Open Jira TaskShown when the document is linked to a Jira task

Every view is a public link that needs no sign-in. See Public Links.

Other actions

ActionWhere
CloneCopy icon on the row. Creates "<title> - Copy" immediately
EditSettings icon on the row
DeleteTrash icon, after you confirm
Restore automatic orderShuffle icon, shown only when the requirements were reordered by hand
Download allDownload (.csv) from the arrow next to Add Document: title, description, Jira URL, requirement count and every view link per document