How can we make Planner better?

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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Matthew Kirk shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

The ability to copy a plan is now available in Planner’s web app! Moving forward, we’ll be working on adding this to Teams and allowing plans to be copied to an existing group.

Please let us know what you think and how we can improve upon this!

Learn more about Copy plan here: https://techcommunity.microsoft.com/t5/Planner-Blog/Planner-s-new-copy-plan-feature-helps-streamline-work-management/ba-p/364048#.XIYZg2dGIfQ.twitter

Cheers,
The Planner Team

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  • Matt commented  ·   ·  Flag as inappropriate

    Being able to copy a plan to a different group, not just the same group, would be of great benefit to using planner within teams

  • Sheryl Jucker commented  ·   ·  Flag as inappropriate

    Yes! Really looking forward to this capability. Can't migrate from Asana until we can do this. Need to be able to copy of template across multiple channels within a team and to other teams without recreating each time.

    Also want the ability to move channels to other teams and order channels any way I want besides the default alphabetical.

  • Andrew commented  ·   ·  Flag as inappropriate

    Good start, but still cannot adopt Planner until the ability to copy a plan within the same O365 Group is added.

  • Nick Sabbe commented  ·   ·  Flag as inappropriate

    As per other comments (I don't see another way to attract your attention to this): the ability to copy the template to an existing group (and/or plan) is quintessential. Any idea when this will become possible?

    Also: making this accessible from the user interface of Teams would save many needless steps. finally, providing this through API will top it all off!

  • Anssi Niemi commented  ·   ·  Flag as inappropriate

    Waiting eagerly to be able to copy a Plan into an existing Group. This would allow the creation of a template repository where teams can get standard planning templates for their projects. "Copy a plan" creating a new Group every time is a hassle and runs counter to the idea of Teams in some sense, where you'd like a Team to have multiple different projects they can work on.

  • Kyle commented  ·   ·  Flag as inappropriate

    Please add the ability to select which content to transfer. I would like the ability for attachments to transfer in the copy, and i assume some would like the option of having who the task is assigned to as well.

    i.e. Copy Plan > Check what to copy (Attachments, Check List, Details, Assigneees, etc)

    And yes, the ability to choose what group it copies to without creating a new group!

  • Robert Barker commented  ·   ·  Flag as inappropriate

    Please please add the ability to copy a Plan within an existing O365 group, without it automatically creating a new group.

  • Mats Uneland commented  ·   ·  Flag as inappropriate

    Great feature! Thanks!

    I see several of us are in the need of using a copied Planner board in different Teams. When will this be solved? Today i can't see that this is possible

  • Trevor commented  ·   ·  Flag as inappropriate

    I'm seeing the ability to copy an ENTIRE Plan - are we going to see the ability to duplicate buckets within a plan? I.E. - if I want to lay out a task list template for employee onboarding - I don't need to copy the entire plan every time, but I do want to be able to create a new 'list' for each new employee to be onboarded with identical tasks, and I want the ability to copy the assignments over to the new task list/bucket.

    Making the copy functionality available only at the Plan level seems like overkill for that type of use case.

  • JP commented  ·   ·  Flag as inappropriate

    Morning,
    thank you very much for it. So I can use e plan as template for my Projects. A very good step in the correct direction. Thanks and Cheers,
    JP

  • Anonymous commented  ·   ·  Flag as inappropriate

    Hey, thanks so much for it! This feature will help me a lot, so I can use a plan as template to create many others!

  • Anonymous commented  ·   ·  Flag as inappropriate

    when you add this to teams and allow plans to be copied to an existing group will the task assignments be carried over?

  • Anonymous commented  ·   ·  Flag as inappropriate

    When will we see to option to copy a plan into another plan, or between teams? Our users use Teams integrated with planner, not just the planner web app.

  • Tim Reilly commented  ·   ·  Flag as inappropriate

    Please consider adding an option to copy over files/links.

    We're still maintaining a Basecamp account for certain types of repeating projects, things that involve quite a few steps and a number of those steps require that the user refer to forms to complete (both as files or as URLs) or to other documents/locations for more information. I realize we can square peg / round hole our way through it via the task's description field (e.g.: "copy and paste this URL into your browser...") but that's pretty clunky.

    I 100% "get" that not all use cases for copying a board would want to maintain files/links, but I suspect a lot of use cases would find it handy.

  • Anonymous commented  ·   ·  Flag as inappropriate

    This is great! However... I think it would be nice to not have to copy a task over and over again too.

    For instance with every new task created in a Plan there should be a template where the checklist items all start with 'Check with Budget Manager on Cost', and have the Checklist end with 'Insure the Invoice has been paid'.

  • Dave commented  ·   ·  Flag as inappropriate

    This is good step in the correct direction. An issue is that when you copy the plan it creates an O365 Group, Site, etc. with the name "Copy of [original name]". You can easily change a lot of the labels, but site URLs, email address for the O365 group etc. keep the poor name.

  • Stephen Narwold commented  ·   ·  Flag as inappropriate

    Hey, great step! I just finished making a complicated and painful Flow to copy a plan, and it's super buggy. This will help a lot IF and when we can make the plan in the same group and/or do it from teams. For now, I can't use it because new group creation is turned off for our org.

    Two options that would be SUPER useful for us would be an option to copy assignments (this would only make sense if creating the plan in the same group), and to copy the dates with an offset. We produce a magazine 4 times per year and if we could copy assignments and have it pre-fill the due dates with the previous due date plus 91 days, that would save a ton of work when setting up the 100+ tasks that are needed. We'd still need to tweak the dates a little, but it would be a huge boost and let us get working on the project sooner, while spending less time fiddling around with planner.

  • Anonymous commented  ·   ·  Flag as inappropriate

    I have been waiting for this finally great news! Will the option to copy over attachments become available? Also will the option to archive planners become an option?

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