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
369 comments
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José Ramón Castelo
commented
1 - Archive when complete but we may need to consult something.
2 - Delete when we consider that it is no longer necessary
Thank you! -
shayna
commented
1) when entire plan is complete
2) until I want to actually delete it (3-5 years).I want to archive it to declutter the amount of plans and know it is no longer active. But I do want to be able to go back and look at it because it has checklists, notes, etc - in case questions arise later - which in my business can be as much as 7-10 years (IRS-related work).
Currently we remove the Plan from Teams, but if you use Planner (instead of Teams) there are sooooo many plans and it is overwhelming.
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Alfons
commented
My comment and responses to the 2 questions is; 1 - Archiving will be done as per our team's agreement like monthly. 2 - The Archived Plan with tasks must be accessible at any time but password protected by the Author/Co-Author. Reason to have: Having old plan and tasks would help the team to trace back any unfinished tasks and as evidence/proof for the tasker for accomplishment reporting if being investigated especially if the task given was delicate/sensitive to the company.
Scenario: as stated in the 'reason'.
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Anonymous
commented
I am trying to implement planner for my small team, but regardless we have a tonne of projects every year and having one ever-increasing list forever seems mildy absurd and I am shocked to discover this basic feature is not implemented yet - despite how many people want it. Most won't be bothered to even vote here, and will just go buy something off the shelf instead... Please implement archive feature. Also need visibility for a manager to see all tasks across all projects...
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G
commented
We want to use a plan as a workflow, and each task as a specific job for a client that moves between buckets which each represent a key milestone in the job. Once the job is complete, we have a legal obligation to archive all the information for many years. We have thousands of clients, and each one could generate dozens of jobs each year.
The lack of an archiving option is the main reason why this has not yet been implemented for us - despite it having many other significant advantages over our current methodology. A small team is using it with one specific workflow on a trial basis and it would be great to roll it out company wide...
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Stephen
commented
We would archive when all the tasks are completed or when the project associated with the plan/bucket is complete. It also needs the ability to archive just some buckets within a plan.
Archives need to be accessible for as long as required. -
Nicole Kendall
commented
Plans and task should both have archive options, so you can remove them from plain sight, but can access them in the future if needed.
I think it would also be nice to archive buckets!
I would rarely ever delete a plan, unless it was created by mistake or not used. I would only ever archive a plan, so I could refer to the details of the project later.
It should be accessible forever. -
Anonymous
commented
We use planner to keep project specific plans as well as a Master project Deliverable Plan. The latter works well with the chart view - but it gets outdated quickly. We review the master plan on a weekly basis. There are always re-usable tasks that we don't want to delete. Archiving would be great for these task. (We'd prefer to have these task available permanently). Some tasks are fluff and never used again - that is ideal for deleting...
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MrDee82
commented
I can't believe that the archiving function is still not being implemented after so many votes and also years of requests.
As all my other peers, I think this feature is essential if MS wants to compete with other solutions.
It does not make sense that plans cannot be archived and preserved that way but deleted forever?
This is very bad business practice and in now way acceptable for reporting purposes.I think the Dev Team really needs to put this feature on its radar.
In the interim, at least enable a feature for administrators to archive completed plans?Many thanks ,
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BThis
commented
We complete dozens of projects each month, each of which is a Bucket containing multiple tasks. We need to keep track of the completed tasks, but after a couple of months, we don't need them cluttering up our work area. We'd like to archive it so it is not in the current Plan but available if we need it. Sometimes, we return to an old project (bucket) that is completed and start it up again.
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Anonymous
commented
Please we are in desperate need of being able to archive the buckets when done.
Yes I now that we can put all tasks in an archive bucket, but we need to separate the tasks and keep them in buckets. even in archive.
If Microsoft really want users to fully embrace the planner, they need to do some work on this tool as fast as possible. Please do not give us a tool that looks so promising and then stop the development of the planner -
Joe Bunn
commented
Looking to move over from Trello. We use the archive feature a lot. We have a central task tracker and weekly archive all completed tasks to declutter - however, we need the ability to report on the archived tasks for yearly appraisals. With the delete function making everything gone forever, this is a big concern for us.
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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.