Provide the ability to create Plan templates with existing tasks that can then be used to create a new plan
Rather than having to create every plan from scratch it would be good if the system allowed for the creation of Templates with pre-existing tasks (like in Word/Excel). This would allow a new plan and its tasks to be created from a template saving a lot of time.2,973 votes
Thank you for your feedback!
As a first step, we are working on delivering the ability to copy a task within a board. Updates on this feature can be found on this thread: https://planner.uservoice.com/forums/330525-microsoft-planner-feedback-forum/suggestions/14914122-copy-a-task
After this is complete, we will explore this functionality for plans as a whole. Much of the work involved with these features will be able to carry over to templates. We are actively thinking about what the best plan template experience is. We would love to hear more about specific scenarios you would find templates useful for and what information you would want to carry over between templates. Any examples or ideas are appreciated!
Currently you can only move Tasks to different Buckets within a Plan/Board. It would be very useful to be able to also copy or move them to different Plans/Boards that you are a member of.2,641 votes
Thank you for the feedback! We have added this feature to our roadmap and are currently figuring out how to create the best experience around this. As we work on this, we’d love to hear more about your specific scenarios for moving tasks between plans, and what information from a task you would like to move over.
As a first step, we started developing the ability to copy a task within a plan. This thread can provide an update on that feature: https://planner.uservoice.com/forums/330525-microsoft-planner-feedback-forum/suggestions/14914122-copy-a-task
We have also noted that some comments are interested in the same functionality for moving buckets between plans – we will keep this in mind and address this after we complete copying a task between plans.
Ability to export Plan data to Excel2,345 votes
Thank you for the feedback! We love that our customers are interested in utilizing Planner in this way.
As a first step, we have added exporting to Excel to our roadmap and have changed the title of this thread to focus the conversation on this feature. Our team would love to hear more about the specific scenarios you would like to use this for so that we can build the best possible experience around this!
Thank you for your feedback!
We have started development on a Filter feature that includes the ability to filter tasks within a board using keywords. This would allow users to quickly find tasks they are looking for based on a search term.
Beyond finding a task within a board, we have noticed a lot of comments mentioned searching for items across plans in the Planner hub. We have taken note of this and would love to hear more about the specific scenarios you could use this functionality for so that we can create a great experience around this.
Thank you for the feedback!
We are still thinking about how we can best build this feature and are considering adding the ability to “Group by due date” within the Board and My Tasks view. What do you all think about this direction? We would love to hear more about specific scenarios you would be able to accomplish with this, or what would be most helpful to you and your team.
A windows universal app that will run on desktops and other windows devices942 votes
Thank you for your feedback! We agree that this would be very helpful when repeating processes tracked with Planner.
The ability to copy a plan falls into our wider effort of creating templates. Updates on this feature can be followed on this thread: https://planner.uservoice.com/forums/330525-microsoft-planner-feedback-forum/suggestions/11332998-provide-the-ability-to-create-plan-templates-with
As a first step, we have started development on the ability to copy a task within a plan. Updates on this feature can be followed on this thread: https://planner.uservoice.com/forums/330525-microsoft-planner-feedback-forum/suggestions/14914122-copy-a-task
If there is a specific scenario or reason why you would like to copy a plan, we would love to hear about it so that we can build the best experience possible!
Planner should provide a quick and easy way to report regularly. For example, a view of what was accomplished during a specific week would be helpful, so a date filter and a status filter may be needed. Additionally, a static snapshot would be helpful, for reporting to executives that require information push, so a way to group projects in addition to 'favorites' is needed, as well as a way to email a snapshot of the group dashboard.760 votes
Thank you for your feedback!
As a first step, we are planning on developing the ability to export to Excel. For updates and discussion on this suggestion, follow this thread: https://planner.uservoice.com/forums/330525-microsoft-planner-feedback-forum/suggestions/11116770-import-export-from-to-excel-project-etc
Moving forward we would like to have an API that is geared towards reporting scenarios. In order to build the best experience around this, we would love to hear about the specific scenarios and uses your team would have for reporting with Planner!
Add notifications when changes are made, comments added, Status change, etc182 votes
Thanks for taking the time to try out the Planner iOS App and to provide feedback. We are planning to add notification in a forthcoming update. Some of the types of notifications we’re considering include:
1. Tasks are assigned to you
2. Changes on Tasks Assigned to you
3. Comments on Tasks Assigned to you
Let us know in the comments what sort of notifications you’d like to see in the Planner iOS App.
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