Provide the ability to create Plan templates with existing tasks that can then be used to create a new plan
Rather than having to create every plan from scratch it would be good if the system allowed for the creation of Templates with pre-existing tasks (like in Word/Excel). This would allow a new plan and its tasks to be created from a template saving a lot of time.
Matthew Kirk
shared this idea
Thanks for your feedback on Copy plan!
We’re planning on pursuing the following improvements to copy plan:
1) Enable users to copy a plan within an existing group
2) Copy plan in Teams
Currently we are booked through November working on three BIG initiatives, but should have an update on scheduling soon after.
In the meantime, we’d love to hear how you’re currently using copy plan and any other improvements we should pursue.
Thanks again for your patience and feedback!
-The Planner Team
802 comments
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IT_Pete
commented
Any movement on this solution?
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Rohan Hangekar
commented
Really need the ability to copy a plan template to another existing Team/O365 group.
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Simon OLIVIER
commented
We do not want users to be able to create O365 groups themselves. When they want to copy a plan, they are told that administrators do not allow them to create an O365 group. They are therefore unable to duplicate a plan by copy and paste, nor can they create a plan without joining it to an O365 group.
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Anonymous
commented
Has this initiative been finalized? This would be a huge help
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Anonymous
commented
Hi,
I would like to ask, is there a feature were I can export my Tasks with the fields and then input data creating new tasks in excel? Hence then import the new tasks, to Planner?
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Scott Townsend
commented
We sell systems about 5 types of systems that are then all customized for each customer. I would like to create Templates of each type of system and then have the Plan there in place for provisioning each system type. We have Channels defined for each of the customer systems and have only been able to copy the individual tasks over to the existing Channel.
We don't want data sprawl and have a ton of random plans at the root of the teams/groups.
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Lisa Hendricks
commented
I would like to use planner as a site scheduler. I would need the ability to have a template that includes space to answer questions such as 1. what vehicles, 2. how many easels, 3. how many tables/chairs, 4. do you need a monitor, 5. do you need the sound system. It would be EXCELLENT if we could view these answers without having to open each event. We have many events in 1 week and would like the overall coordinator to have a way to see every event and their notes for the week without having to open each event to see the notes.
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Troy Unruh
commented
Any updates on this?
Need to be able to create a true copy of a plan that isn't linked to original plan.
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Pete Simpkins
commented
Can we get an update from an Admin? The last response was from August.
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HECTOR AM
commented
Same here, the following feature is absolutely needed:
1) Enable users to copy a plan within an existing groupThanks
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Broderick
commented
Really need the feature of being able to copy a plan within an existing Teams channel.
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Jocelyn Allard
commented
Is it possible to get an update by the Planner Teams at least for ?
1) Enable users to copy a plan within an existing groupWe really need that feature, since our group creation is disable.
Thank you,
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Robert AUL
commented
Hello
While you are developing this this very interesting and needed function, it could be useful to had this functionality
I think it could be useful and very interesting to have the possibility using "planner" to have several optional choises when we make a copy of an existing plan :1 copy only the structure
2 copy structure and also affected group members
3 Duplicate overall plan with all inputs
With my understanding, in the existing plan, already created and checked in planner environment, all inputs are "correct" (Microsoft point of view) so I think there is no issue to duplicate global or partial part of the plan.
For a service, with a define team and having standard procedures this possibility would be very interesting. A new project, Customer we duplicate the standard plan associated and launch the new activities.
Thank in advance
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Anonymous
commented
We have 2 massive projects each year - whose steps don't change much. Would love to be able to import our Word Document (a table with 150 + steps) into a plan. It would take a very long time to add 150 tasks by hand. And then next year, we need to copy over for the next year's run. When we copy over -- would "assigned to" copy over? if so, can we change-all George's assignments and give them to Mary, since George moved on to another project? Thank you for listening.
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Brooke Phillips
commented
What is the update on this? Do we have an eta for this update? I need to create planner templates that can be copied to different team channels as I need the same list for many different channels.
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Anonymous
commented
Hi Any update on November planned release. Today is last day of November. I have been waiting for this release for months now
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Trish
commented
This is a huge deal for our organization as well, in fully implementing the use of Planner and Teams.
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MaartenD
commented
"1) Enable users to copy a plan within an existing group"
Suggestion 1: During the Copy process: add a list of checkboxes. One for each field. Thereby giving granular control to the user over which fields gets copied over.
Suggestion 2: please make it a true Copy. So no links back to the original Plan
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Matthew Bassett
commented
Currently we are not using "Copy Plan" at all, as we need to be able to copy within an existing group. At the moment we are manually copying tasks (or recreating them as new) when we need them. This is preventing full use of planner, which is currently really only being used as an ad-hoc to do list.
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Bob
commented
This is the single biggest thing keeping my organization from broadly utilizing Planner for project tracking. We need to be able to copy previous plans, ideally with the ability to use spreadsheets to set up and modify the plans. Even better would be ability to source tasks from a spreadsheet view in a Sharepoint list to enable custom reporting and integration with other reporting approaches.