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
273 comments
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Justin Griep
commented
We just lost a customer to Jira because of this limitation specifically and it has been out there for a long time.
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Kent Berk
commented
I would want the Plan accessible indefinitely after archiving.
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Kent Berk
commented
We are using a new plan for each major client/project, including to share tasks and OneNote notebooks. When the client/project is complete, we don't want to delete the Plan (and all of the Notes etc.), we want to archive it so it is accessible through another view, rather than the main Planner Hub.
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Mat Wraith
commented
1. When archive or delete?
Option to a.Manual archive and b.Auto-archive x days after all tasks are completed
Delete: Only delete after export
2. How long archive?
Option to keep archived between; 1 month - indefinitely, and include export and import feature -
Chana Wolfson
commented
1. I would archive a plan when a project (e.g. grant proposal or exhibit or workshop) is complete.
2. The projects are recurring. I would like to retain access indefinitely because we rotate our exhibit themes and want to have access to previous exhibits on the topic. -
Thais
commented
1. When would you delete or archive a plan? - When it's done.
2. How long would you like it to be accessible? - At least for 3 years or we should have the possibility to export it to One Drive. -
Anonymous
commented
I agree with the other Heather's comments! Having the option to archive/un-archive a plan would allow users to manage their plans much more effectively
1. When would you delete a plan? When it was no longer needed
2. When would you archive a plan? When it was no longer needed to be seen every time I open planner.
3. How long would you like it to be accessible? A deleted plan should disappear and archived plan should stay until it is deleted. -
Anonymous
commented
I would archive a plan/task when it is complete, but want to keep records 7 years.
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Anonymous
commented
Any update on this planner team? The ability to archive and retain access to completed projects is basic PM 101.
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Kevin
commented
For plans created in Teams we should be able to archive plans and have them accessible from an "Archived" tab rather than staying in the "Conversations/Files/Wiki/..." tabs of the Team Channel the plan was created in.
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Anonymous
commented
Projects have start dates and end dates. When a project is complete it should be able to be archived and accessed at any time indefinitely like most other project management applications.
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G
commented
Any progress on this feature? Desperately need an archive function!!
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Tim
commented
Need an option to restore accidentally deleted buckets and tasks. Currently any user can delete any item without warning or the ability to restore or even view the delete data.
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Heather
commented
1. When would you delete a plan? When it was no longer needed
1. When would you archive a plan? when it was no longer needed to be seen every time I open planner.
2. How long would you like it to be accessible? A deleted plan should disappear and archived plan should stay until it is deleted.Just like a piece of paper if I shred it, its deleted. If I put it in a box and put it in a cupboard it's been archived.
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Chris Jordan
commented
Just started trying to use planner instead of Asana and gave up after a week. Without the ability to archive a plan then its missing a vital function. We currently install 2 or 3 mini projects a week using the template feature from Asana and then when complete simply archive it for future reference should there be a need to question what was done and by whom.. without the ability to archive we would gain 150 plans a year, and that's just from the mini projects we do. I cannot remember the last time I actually wanted to delete a plan and not archive it.
Archiving should be available at a time length of the users discretion.
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Ben Forsyth
commented
I plan to use planner as an on/off boarding checklist.
Rather quickly this will create many plans which quickly case planner to get cluttered.
Deleting a plan is a very permanent solution.
I would like to have the ability to archive these completed plans in a way that they can be reinstated or viewed at a later date for compliance purposes or if we need to investigate on-boarding issues.
Is there already an alternative way of achieving a similar outcome?
I would prefer to have indeterminate access to archived plans. If this is not possible then 12 months would be the minimum -
Timo Maibach
commented
Need an option to restore accidentially deleted plans and tasks. Just deleted 2 major plans while setting up Teams (deleted channels and lost all MS planner data)
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Gary Miller
commented
Setting Plan status to "Archive" would prevent further changes.
Retention period should be configurable.
Must be searchable for research or audit purposes.
Special "Archived Plans" section in Planner Hub. -
Anonymous
commented
Please add this feature soon! As for HOW LONG they should be accessible for, let the end-user decide what's appropriate for their own business.
Some may need it for months, years or indefinitely. Everyone's retention schedule is a little different, right?
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Anonymous
commented
Why is this not already a feature? It seems like a necessity for any planning software.