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.

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We’ll send you updates on this idea

Matthew Kirk shared this idea · Jan 6, 2016 · Flag idea as inappropriate… · Admin →

In development ·

AdminPlanner Team (Admin, Planner) responded · Nov 2, 2018

Hello and thanks again for your feedback!

As an update, we’re in the final phases of providing the option to copy a plan. We’re working on wrapping up the finishing touches, then we’ll be testing this feature thoroughly so it’s ready for everyone. We are very excited to deliver this initial capability and will continue to utilize your feedback to make this even better!

Cheers,
The Planner Team

Show previous admin responses (5)

In development ·

AdminPlanner Team (Admin, Planner) responded · Jul 10, 2018

Good news! We’ve started developing a new feature that will allow users to create a new plan as a copy of an existing plan. We are still in the early phases of development so we don’t have an ETA to share at this time, but are equally eager to bring this to life!

Thank you for your patience and feedback.

Cheers,
The Planner Team

Scheduled ·

AdminPlanner Team (Admin, Planner) responded · Mar 23, 2018

Thank you for sharing your scenarios and feedback!

This feature request is still in the works and one of our highest priorities on our roadmap. We understand that this is a critical feature for many of you, and appreciate your patience! We will share any updates on this feature as it develops.

Cheers,
The Planner Team

Scheduled ·

AdminPlanner Team (Admin, Planner) responded · Nov 30, 2017

Thank you so much for your examples and ideas!

To give an update, we’ve completed our first step of this deliverable, which is the ability to copy a task within a board. We have now planned and scheduled work to deliver copy plan functionality! We have a few more work items to complete before the end of this year, but hope to begin work on copy plan soon after. Your feedback has been very helpful in understanding how we can best deliver this feature.

As we work on copy plan, we will be exploring how a template experience can further help Planner users get things done. What are the ways in which you would like to use a template in Planner?

-The Planner Team

Planned ·

AdminPlanner Team (Admin, Planner) responded · Oct 4, 2017

Thank you for your feedback!

As a first step, we are working on delivering the ability to copy a task within a board. Updates on this feature can be found on this thread: https://planner.uservoice.com/forums/330525-microsoft-planner-feedback-forum/suggestions/14914122-copy-a-task

After this is complete, we will explore this functionality for plans as a whole. Much of the work involved with these features will be able to carry over to templates. We are actively thinking about what the best plan template experience is. We would love to hear more about specific scenarios you would find templates useful for and what information you would want to carry over between templates. Any examples or ideas are appreciated!

Planned ·

AdminPlanner Team (Admin, Planner) responded · May 25, 2016

Hello, thanks for the feedback. This feature is planned on our roadmap. We’ll provide more details as we get closer to starting development.

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Karen commented · January 22, 2019 11:20 AM · Flag as inappropriate

Having this functionality would be awesome.
Would love an update when this becomes available
Praveen Minumula commented · January 21, 2019 1:00 PM · Flag as inappropriate

Hello,
We are looking forward for this feature. Do you have an ETA on this feature?
Anonymous commented · January 21, 2019 11:26 AM · Flag as inappropriate

Any update for this?
Anonymous commented · January 20, 2019 5:30 PM · Flag as inappropriate

AH! Planner team, this is amazing news! Do you have an anticipated launch date?
Anonymous commented · January 18, 2019 1:33 AM · Flag as inappropriate

Any Updates? we really need this functionality to use this good tool
Miguel Pereira commented · January 17, 2019 10:45 PM · Flag as inappropriate

Any updates?
Jared commented · January 17, 2019 7:32 AM · Flag as inappropriate

Are there any updates to this?
Yannick Eberle commented · January 17, 2019 2:02 AM · Flag as inappropriate

Are there any updates?
Yoanna commented · January 17, 2019 12:16 AM · Flag as inappropriate

Interested in updates regarding this feature
Brian White commented · January 16, 2019 11:17 AM · Flag as inappropriate

Interested in updates regarding this feature
Anonymous commented · January 15, 2019 7:44 PM · Flag as inappropriate

Hi Team,

Till when we can expect this feature available in planner? Any date finalised?
Anonymous commented · January 15, 2019 3:56 PM · Flag as inappropriate

Please provide a status update for the community.
Molly commented · January 15, 2019 2:03 PM · Flag as inappropriate

Any updates on this? I don't see it on the Planner roadmap: https://www.microsoft.com/en-us/microsoft-365/roadmap?filters=Planner
Elaine commented · January 15, 2019 1:20 PM · Flag as inappropriate

Commenting to stay in the loop with the upcoming rollout.
Anonymous commented · January 14, 2019 12:55 PM · Flag as inappropriate

Commenting to stay informed as to the release. We are using Tasks in a box and are wanting to migrate.... this is the only feature keeping us from moving over.
Anonymous commented · January 14, 2019 9:56 AM · Flag as inappropriate

Bringing on additional PMs. I've made due with manually re-creating plans but this will be a hard sell for the incoming project managers. Might have to switch to an alternate platform to fulfill our needs. It would be helpful to show my team an update from the Planner Team with their estimated rollout for this feature to keep them and our company on the hook.
Anonymous commented · January 11, 2019 1:11 PM · Flag as inappropriate

Last update on this was 2+ months with final phase. My users are needing this feature. Can you provide us an anticipated release?
Anonymous commented · January 11, 2019 12:32 PM · Flag as inappropriate

And be able to copy a bucket as well. It should not be hard to progamme. That would save a lot of time. We would like to try to use it as a production.planner. If we could be able to make our own templatebucket with for instans 12 assignments. Then we can copy the hole bucket and give the bucket a new customer name. And the all the assignments will follow the new customer name/ bucket /file set (you choose the right name for that).
Anonymous commented · January 11, 2019 8:28 AM · Flag as inappropriate

Could you confirm the estimated time of delivery of this feature as we have no news for 2 months now and it was in final phase in November? Thanks.
Anonymous commented · January 11, 2019 7:30 AM · Flag as inappropriate

How can I get notified when this feature is live? It's the only thing keeping my company from using Planner. Thanks!