Overview
A Mission Blueprint is a ready-made mission that managers and admins publish for their teams. Reps accept it in one click instead of building their own mission from scratch. Use blueprints to align a team on current priorities, for example a weekly pipeline push or a starter mission for new hires.
A blueprint is made up of milestones, and each milestone can be one of three types:
Metric: a target for a metric, for example 30 calls per week. Use this when the goal can be measured with reported activity.
Achievement: an achievement the user should unlock during the period. Use this to connect the mission to achievements you already use.
To-do: a task that is not measured by a metric, for example updating CRM notes for open deals. Use this for activities SalesScreen does not track.
You can combine milestone types in the same blueprint.
Before you start
Role: Manager or Company Admin. Regular users can only create personal missions for themselves, not Mission Blueprints.
Plan: Pro and Enterprise
The Missions module is enabled for your company.
To use achievement milestones, the achievements must already exist in SalesScreen.
Step‑by‑step instructions
Step 1 – Open the Blueprint creator
In the left-hand menu, click New.
Click Mission.
In the mission window, on the left side, click Create → Blueprint.
Step 2 – Choose the period
At the top, under Period, pick how often this blueprint runs:
Daily
Weekly
Monthly
Quarterly
Step 3 – Set the mission objective
In Mission Objective, give the blueprint a clear name that tells reps what this is about (for example, Commercial Pipeline Acceleration Blueprint or Weekly Pipeline Push).
(Optional) Add a short Description to explain the focus or playbook.
Step 4 – Choose visibility (who it’s for)
Select Team(s) or Department(s). You can pick the teams and departments you manage. Cohorts are not supported."
Use the filters and checkboxes to pick the exact groups that should see and accept this mission.
Step 5 – Add milestones
Under Milestones, add the activities that define success for this blueprint. A milestone can be a metric, an achievement or a to-do, and you can combine all three in the same blueprint. For example:
Calls (metric)
Meetings booked (metric)
Unlock the “Pipeline Builder” achievement (achievement)
Update CRM notes for all open deals (to-do)
For each milestone:
Click Add Milestone.
Choose the milestone type:
Metric: choose the metric and set the target for the chosen period, for example 30 calls or 10 meetings per week.
Achievement: choose the achievement the user should unlock during the period. Some achievements cannot be selected, for example if they cannot be unlocked in the selected period, have already been unlocked for the period, or are not available to the user. The reason is shown in the list.
To-dos: add the tasks the user should complete during the period. Use to-dos for activities that are not tracked as metrics. Each user must tick off their to-do items manually within the mission period. SalesScreen cannot detect whether a to-do has been done.
Repeat for each milestone you want to add.
Step 6 – Choose the mode
At the top of the create window, set Mode to Normal or Private. Private blueprints create private missions, visible only to the user, their managers and company admins.
Step 7 – Preview and publish
On the right, use the Preview to see how the mission card will look when reps view it.
When you’re happy with the setup:
Click Save and publish.
The blueprint is now live for the groups you selected.
What happens next?
The blueprint appears at the top of the Missions list for the users in its visibility scope.
Reps can accept the mission in one click (no editing) or create their own personal mission instead.
Everyone who accepts the blueprint will be able to see that others are on the same mission, creating shared accountability.
What if this doesn’t work?
I don’t see the Blueprint option
Mission Blueprints are available on the Pro and Enterprise plans. They are not available on Scale. You also need the Manager or Company Admin role. Regular users can only create personal missions. Ask a Company Admin to check your role.
I can’t find a team or department under Visibility
Managers can only see the teams and departments they manage. To share a blueprint with other teams, ask a Company Admin to create it, or to check which teams you manage.
Visibility shows “All selected”
If you have access to all teams and departments and select all of them, the field shows All selected. This means the blueprint is visible to everyone. To limit who sees the blueprint, deselect the teams or departments that should not see it.
I can’t select a cohort
Blueprints can only be shared with teams and departments. Cohorts are not supported.
I can’t set custom start and end dates
Blueprints use a fixed period: Daily, Weekly, Monthly or Quarterly. To set custom dates, create a personal mission or a mission for a user instead.