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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Anonymous commented · November 16, 2018 3:19 PM · Flag as inappropriate

Really want this.
Anonymous commented · November 16, 2018 12:20 PM · Flag as inappropriate

When will it come?
Anonymous commented · November 16, 2018 6:04 AM · Flag as inappropriate

Waiting for this, too!
Anna J commented · November 14, 2018 1:53 AM · Flag as inappropriate

I have just started using Microsoft Planner, and the natural next step after creating my first plan was to duplicate the plan I created for another purpose. Really annoying having to re-create the new plan from scratch.
Stephanie commented · November 13, 2018 2:22 PM · Flag as inappropriate

I'd be happy to be a beta tester for this feature. Been excitedly waiting for this tool for our on boarding tasks.
Anonymous commented · November 13, 2018 8:49 AM · Flag as inappropriate

Useless app without this feature!
Jonathan Nathanson commented · November 13, 2018 4:14 AM · Flag as inappropriate

Hi - this is an important feature and is really holding us back. How long will it take for this feature to be tested?
LT commented · November 12, 2018 12:39 PM · Flag as inappropriate

Will we see the new feature by December 31st?
Sitong commented · November 9, 2018 4:59 PM · Flag as inappropriate

I thought it was a planned thing in Planner... Still waiting
Dave Marsh commented · November 9, 2018 10:38 AM · Flag as inappropriate

I too am waiting for this. Two years...
Anonymous commented · November 8, 2018 4:19 PM · Flag as inappropriate

Hi Any release updates for this.
Anonymous commented · November 7, 2018 12:46 PM · Flag as inappropriate

Hurry! Please! I create a new plan for each migration client and as of now, I have to copy 20 to 30 tasks one at a time! The ability to copy an entire board is a core necessity.
Anonymous commented · November 7, 2018 3:54 AM · Flag as inappropriate

Please add this feature quick! This is the most valuable add to the software.
Anonymous commented · November 7, 2018 12:59 AM · Flag as inappropriate

Greaat addition and will save tons of time and effort.
M. Jones commented · November 5, 2018 7:12 AM · Flag as inappropriate

Is there any way to be a beta site for the new copy a plan feature?
Hamid Emamekhoo commented · November 2, 2018 5:36 PM · Flag as inappropriate

This ability of creating plan templates or duplicate a plan should be prioritized. I think this is hurting the use of this great application tremendously. As this is used by many managers, having the option of duplicating a plan is extremely helpfu. To be honest, I don’t know why this was not even included in the first release...
Anonymous commented · November 2, 2018 6:48 AM · Flag as inappropriate

what is the updated ETA?
Christian Geyer commented · November 2, 2018 6:15 AM · Flag as inappropriate

My workaround and I think it's an answer to this. I utilize a Bucket "Templates" to house formats for repeated use. Then the team just utilizes the copy feature and renames their task.
Anonymous commented · November 1, 2018 2:30 PM · Flag as inappropriate

Agreed - I would like to use Planner but without the ability to re-create processes quickly by copying we will look at another product.
Anonymous commented · November 1, 2018 8:13 AM · Flag as inappropriate

Hi Planner Team. Anything new about the release of the copy-a-board-function? Would be a nice X-mas present this year! Thanks to MS Santa in advance.
P.S.: I was an awful good boy! Really!