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.
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!
The Planner Team
Amy Greene commented
We create buckets for clients as we are doing a lot of collaboration to ramp up and launch the service before it hits our service database. We would like to archive Client buckets when launch is successful so we still have the data to show work completed and we won't have to continually move completed buckets beyond our active buckets. It is very cluttered with so many completed buckets.
Chris Clos commented
1. I would see a need to Archive in the following: If a plan is used for a specific project. If the team the plan was for is no longer necessary.
2. Would want to be able to determine a time period to retain the plan/board. Should be adjustable by owner.
please add archive option as early as possible, wanted as want to use planner for weekly dashboard of tasks.
Please add a simple button "Archive" on top of completed tasks and also provide a way to see/find these archived tasks latter, however it would provide a clear view of recently completed tasks.
We handle a lot of projects in parallel and we would like to use planner for our tasks. We could manage each project in one planner group. As far as all tasks have been done (it can last a few months to finish the tasks in one planner group) it would be absolutely necessary to archive this planner group. We can do it with export to excel, but at the moment there is no possibility to export the comments in a task. Therefore we cannot use it today because we have to archive all our projects for many years.
As has been noted elsewhere, it would be nice if the Planner could be archived to a read-only OneNote or somewhere similar on sharepoint, so that the content stays searcheable.
Ronald ingram commented
being a government worker, the information that would be in planner would be of vital interest down the road and there are certain rules of maintaining information of this nature for a number of years, so it would be great if plans could be archieved, maybe in or on the onedrive
Archive a plan is quite important, otherwise with the increasing plans you will have to see so many existing plans!
One of my work is handling product request, that is collecting requirement for improving existing product, evaluate the requirement and submmit the request to R&D dept. Shall I create a plan to trace the process of each product request, or create just one plan and create a task for each product reqeust? If it cannot support archive plan, you can imagine how many existing plans there will be!
Nicolas Gruloos commented
Need a way to handle incorrect deletion. It can’t be that by mistake a user deletes a task or a bucket and we can’t restore it back.
Martinus Hamers commented
Archiving of a plan like you can archive a Teams group.
Everything in the plan goes to read only and only the plan owner can keep adapting the members for reviewing the data.
Mark the plans with an archive symbol and remove them to an Archived section.
When a Team gets archived, associated plans should also get archived with it (or a setting that lets you make a choice to do so or not)
A simple "Project Archived" option would help out a lot with historical data retention on annual tasks. After "Archived" have it moved a separate section titled as such on the dashboard. It would be nice to have it a read-only status protecting it for future reference too.
Tristan Ullstrom commented
It would be incredibly helpful to be able to archive the entire plan. It would clear our plans up a lot and I am sure it would load much quicker because it takes forever to load the plans right now. Being able to keep the archive plans for several years before being permanently removed or even just keeping them until the user removes the archived file. We usually start a plan and it lasts 4 months to some times a year and a half sometimes 2 years. We need to reference these old archived plans years later some times, but it is such a headache having so many plans all in one section without being able to move them to an achieve section.
Shiann Weiss commented
I don't want to archive my entire plan. I would like to archive tasks in my plan. I have built a request management system using excel, forms, planner, teams and flow - using power bi for analytics. while not impossible, it would be a lot to remove or "archive" the existing plan and plug in a new plan. Therefore, I was hoping that I could do something like move tasks from 2019 to an archive plan either with flow or a bulk transfer or something. That would be very helpful. The issue I'm facing now is that I've hit the assignment threshold for one of my executors on the request management system and they are no longer getting requests assigned to them. they do get an email notification through flow so at least they are still notified. While I have the export of the plan using the api with most of the details, if I delete the tasks, we lose the attachments, comments, and checklists. That's why archiving over deleting is preferred.
Steven Spires commented
Definitely need this functionality, plans become messy with old completed buckets. Like Shane H said, is this feature going to happen anytime soon>
Shane H commented
There appears to be plenty of "Tell Us More" feedback here since March 2, 2018. Is this feature going to be implemented in 2020?
Jan Mikkelsen commented
Please have the abbility to archive a plan indefinitely when the project is finalized. Often we need to retain the information for reference. But don't want it cluttering our current workspace.
Plan would need to be deleted if created by mistake.
I would like it to be accessible indefinitely. We plan an annual conference, and I would love to archive last year's plan (which is no longer in use) but also able to refer back to it to see my list of tasks from last year. Thanks for listening!
Please add the option to archive a plan rather than delete it. Often we need to retain the information for reference material (or compliance audits); however, we don't want it cluttering our current workspace. Thank you!
1. Whenever. Sometimes a plan might be mostly done, or a project changes or stops midway. It would be great if the project leader could choose to pause and/or then archive the plan.
2. Either user/tenant defined duration, or indefinitely.
It would be the most helpful when a specific project is done and no longer needed on regular basis, but all the content created still needs to be retained.
Archiving a plan would be very helpful when a plan has had movement but the timeline or scope has changed drastically and is no needed now, but might be later.
Our scenario involves tracking team tasks over a year, Team Planner 2019, for example. In the new year, we copy all tasks, notes, assignments to Team Planner 2020 minus completed tasks. Currently, if a team member looks at their My Tasks area, they will see duplicates. We would love to mark a plan as archived where Team Planner 2019 becomes read only and the archived plan's tasks do not show up in the My Tasks area.