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
362 comments
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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 The latter works well with the chart view - but it gets outdated quickly.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.
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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.