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How do I create a Mission Blueprint?

You create a Mission Blueprint from New → Mission → Blueprint by choosing the period, setting the objective and milestones, scoping who it’s for, and clicking Save and publish so reps can accept it in one click.

Written by Brittney Moseley

Role

  • Managers and Company Admins

  • (Regular users can only create personal missions for themselves, not Mission Blueprints.)

Plan
Pro and Enterprise

Prerequisites

  • Missions and Mission Blueprints are enabled for your company

  • You have Manager or Company Admin permissions

Step‑by‑step instructions

Step 1 – Open the Blueprint creator

  1. In the left‑hand menu, click New.

  2. Choose Mission.

  3. In the mission window, go to Create → Blueprint on the left side.

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

  1. 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).

  2. (Optional) Add a short Description to explain the focus or playbook.

Step 4 – Choose visibility (who it’s for)

  1. In Visibility, select which team(s), department(s) or cohort(s) this blueprint is for.

  2. 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, for example:

  • Calls (metric)

  • Meetings booked (metric)

  • Proposals sent (metric)

For each milestone:

  1. Open the milestone row.

  2. Choose the metric.

  3. Set the target for the chosen period (for example, 30 calls, 10 meetings, 3 proposals per week).

You can click Add Milestone at the bottom to include more steps if needed.

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:

  1. 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.

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