Feedback by UserVoice

How can we improve Planner?

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  ·   ·  Flag idea as inappropriate…  ·  Admin →
    In development  ·  AdminPlanner Team (Admin, Planner) responded  · 

    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

    568 comments

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      • Anonymous commented  ·   ·  Flag as inappropriate

        thank you for develpoing this important tool. Please post an ETA so we have something more tangible to hold on to /hope for.

      • Anonymous commented  ·   ·  Flag as inappropriate

        More of a template for tasks would be better. \we want to track a small number of types of tasks but for many different clients

      • Bob commented  ·   ·  Flag as inappropriate

        It would be great to replicate activities in one bucket to the other, so we could do a follow up on a monthly basis. Besides, considering the fact that A LOT of activities repeat themselves every month (or week, or year...), and other apps have this functionality, this would be handy.

      • Mike Welch commented  ·   ·  Flag as inappropriate

        For those of you who are aching for this feature, there is a 3rd party tool by Apps4Pro that allows you to associate tasks with an existing plan using an Excel spreadsheet. My company has been using this for the last 4 months and it works well enough. Beats having to manually recreate tasks each time. Plus, being in a spreadsheet, you can add/change/delete things and customize for a new plan. Supports checklists in plans too. Talked to the developer a few weeks ago because we also need to template the OneNote that is associated with a plan and Apps4Pro is working on that ability as well. Not free but reasonable price. Was worth it to us.

      • Mike Welch commented  ·   ·  Flag as inappropriate

        Does it include the ability to template the OneNote associated with the Plan? That's a big one for us.

      • James commented  ·   ·  Flag as inappropriate

        Will this also include the ability to have a template Task (e.g. Add New Task -> From Template)

      • Linda commented  ·   ·  Flag as inappropriate

        Yeah! Once you add this feature I might try planner again. Until then I am sticking with Basecamp or Trello.

      • Anonymous commented  ·   ·  Flag as inappropriate

        Please release this, my firm is adopting teams and we would so rather use this than Trello. Just a simple copy/paste or copy template would do:)

      • Monte commented  ·   ·  Flag as inappropriate

        Any update on this feature? Can't really use this product with out it.

      • Toby commented  ·   ·  Flag as inappropriate

        Seems like very basic functionality missing from what could be a great product. When is it due to be implemented?

      • Nicklas Linder commented  ·   ·  Flag as inappropriate

        Could we expect this feature to be rolled out or not? And when? A lot of organizations waiting for an updated information.

      • Anonymous commented  ·   ·  Flag as inappropriate

        It would be great to get an update on this, we are just looking to Launch this though our company but this is holding us back.

      • Matt Strasser commented  ·   ·  Flag as inappropriate

        Back in March 2017, a forum on answers.microsoft.com listed this as in development (complete with screen shot of the Roadmap) as feature 38610. That no longer shows up as in the roadmap - not even under cancelled.

        I'm really excited about this feature and would love to know an approximate ETA.

      • Anonymous commented  ·   ·  Flag as inappropriate

        It would be great to have an ETA on this, it is one of the biggest barriers to us fully adopting Planner as our standard!!! THank you!

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