Plans deletion/archive
As I saw that when you delete a Plan all conversations, Groups etc are deleted could be useful to have another Status for that Plans, maybe an "Archived" status, maybe visible in another dashboard or something similar.
Nicola
shared this idea
We’d love to hear more about the following:
1. When would you delete or archive a plan?
2. How long would you like it to be accessible?
Feel free to include any specific scenarios where archiving a plan would be useful.
We appreciate your feedback and look forward to reading through your comments!
Cheers,
The Planner Team
357 comments
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Munassir TK
commented
this is very much needed
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Anonymous
commented
Boiled water contains a lot of air, so it helps the jumping of black tea smoothly. http://cc.vmm789.com
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Anonymous
commented
Our compliance team is looking for a way to purge the plans/comments added in planner after a certain time, may be 5 years. When can this feature be available in Planner with O365?
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Robin Johnson
commented
We use Planner to help us with our annual report each year. So it would be nice to be able to archive Plans from each year. For example, my office of graphic designers currently has 15 Planners representing different offices/departments/colleges on campus that we work with. College of Business includes all projects for the year 2020. After we complete our annual report for 2020, we will would like to archive that Plan since 2021 is approaching. Please help.
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Anonymous
commented
We're just getting started with using Planner and a project was deleted with no way of retrieving it, but the name of the project remains there with no real way to clear even the name out. I should mention we are trying to use Planner solely in Teams so that we can keep everything in one place. Plus there needs to be a way to archive a completed task so that a person or team go can back and do something like an "end of the year review."
I'd say keep the archives for 2-2.5 years. The sooner the better for us or we may look at other "more useable" options as my co-worker has mentioned.
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Anonymous
commented
2 years and half since your inquiry... Did you get enough content dear Product Manager ?
Please help us, do it now. -
Anonymous
commented
This is true for a lot of small businesses:
https://techcommunity.microsoft.com/t5/planner-ama/archive-feature-in-planner/m-p/1408165/highlight/true#M495 -
Anonymous
commented
In my product development role, we always work on many product project plans concurrently and if I could archive completed projects and remove them from the Task bar so only the active projects were available it would be easier to view/manage. Also, the ability to refer back to a completed plan in teams is a great feature if I could get to it in an archive section.
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Jamie Bridgen
commented
It would be good to have ability to delete/archive a plan without deleting the group, or abaility to change the Group for the plan. An example use case would be multiple plans per one Group, but then a plan becomes redundant due to project completion. When a user then leaves the plan, they leave all plans for that Group, which is not ideal. So either ability to delete/close/complete a plan, or ability to change the Group. Thanks
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B.A.S.I.C.S., LLC
commented
It would be nice if there could just be one central repository for retention policies for all 365 apps, giving us the ability to customize the policies as applicable to each application.
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anonym
commented
Please install a recycle bin in the Microsoft Planner app so that accidentally deleted tasks can be restored and a function in which the authorizations for deleting tasks can be set would also be very helpful, since currently every team member can simply delete tasks, thank you very much.
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Ana
commented
I hate to delete a plan because we work in cycles, so that plan may be useful a year or two down the road and it would great to just copy the plan for the new cycle. I would like to say at minimum a year, but up to 3 years. The archive feature would be useful as I go into my evaluation each year, I would like to pull up some of the plans as evidence of what I did, how I did it, and how I contribute to my organization as a whole. Additionally, I can look at archived files and swot analysis that went into making each decision for the plan.
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Yanni Cotis
commented
I would need to be able to archive plans for several years. I recently used a planner to plan accreditation for a medical course. That accreditation period runs for 4 years. The information in those cards needs to be retained until the next accreditation.
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LP
commented
In conjunction with requests to set permissions, delegated project owners only should have rights to mark a Plan as complete, archive, or delete. Would keep Planner hub tidy while also preserving important details as PMs and department heads detect trends and wish to substantiate with historical data.
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norma b
commented
1. When would you delete or archive a plan?
Once the project is completed, it would have an option to Archive under the Plan Settings. It would also be nice if there was a quick reference on the plan to quickly identify active plans from archived plans. Perhaps the entire plan box can be colored gray instead of white to easily separate one from the other. Also create a new section in the Planner Hub - Recent Plans, All Plans, Archived Plans.2. How long would you like it to be accessible?
Ideally it would be a 7 year retention, but even an export to PDF would be an acceptable solution. As long as we have an option to retain the historical records of the project, it should be fine. -
Anonymous
commented
Deleting or archiving should be mainly up to the user. There are time that you abandon a project because you find it is not viable to pursue any longer. Especially in early stage exploration. It is important to explore projects methodically and not let ideas slip through the cracks and therefore MS Planner is a good tool.
Having an ability to archive when a project is abandon but come back to it at a better time and not having to completely recreate is important.
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Mike
commented
Leaving a Plan kicks the user (even if they are owner) out of the O365 Group? No warning or anything and very poor experience for users. This is not intuitive.
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Anonymous
commented
Different departments in my organization will use Planner differently. Some use it a central hub for all department projects, while others use it as a central hub for individual projects. You can see that the second situation leads to dozens of old unused plans showing up. They had a time and a place and they are no longer needed, but people are too hesitant to delete it completely in case next year or the following year they want to copy or revisit that plan.
1. When would you delete or archive a plan?
When one of our departments uses the planner app for each project they work on, it results in dozens of time-bound plans that all have a designated end date. However, the same department never wants to delete anything because they feel they may have a use for it or need to refer to it in a year or two. Therefore, we want to archive rather than delete their plan. I don't want the department to have a cluttered Planner app because it is just going to confuse them more. There needs to be a way to archive old plans.2. How long would you like it to be accessible?
Realistically, we have to have 5 years of records at all times due to our funding structure so at least 3 years, but less than 7 is what I think is appropriate. -
Heather Busse
commented
1. We would archive a plan after a project is completed. We have plans for every capital expense project throughout multiple plants.
2. We would like to be able to keep it for years, but we would be fine with an exported solution where it goes to a different, searchable format rather than stays in Sharepoint.We use Planner exclusively through Teams. We also make lots of tiny tasks as part of punch listing a project at the end. So while we'd like to refer to the punch lists for future similar projects, we also would like to clean up the servers at some point and/or have a way to export everything for reference when the Next Big Productivity Tool comes out in 3-7 years.
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Anonymous
commented
1. When would you delete or archive a plan? (Archive after completion to collect metrics on due dates)(Delete if canceled plan)
2. How long would you like it to be accessible? (A month, minimum. Preferred permanent archive with a size limit instead of a time limit.)Neither of these really hit my need for an archive. I need to be able to "watch over" all plans. Even more specifically I need some Team members to not be able to delete plans. That's really why I'm here. For example, if I assign something to myself and a colleague I want to be able to have only me mark it as complete (or delete it), but they could check the checklist items.
Having everything go to "Archived" status if it's deleted would be one way for me to see what's going on.