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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 · January 06, 2016 · Flag idea as inappropriate… · Admin →

Scheduled ·

AdminPlanner Team (Admin, Planner) responded · March 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

Show previous admin responses (3)

Scheduled ·

AdminPlanner Team (Admin, Planner) responded · November 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 · October 04, 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 · June 18, 2018 12:16 · Flag as inappropriate

Any updates when coping a plan which you want to save as a plan template? We also need this urgently.
Anonymous commented · June 15, 2018 09:23 · Flag as inappropriate

It'd be great if you could have an option to display different checklists and fields depending on the bucket the task is in, just like Pipefy does
Leigh Bedford commented · June 15, 2018 03:17 · Flag as inappropriate

The only thing that required is a templates for Planner - we need this to complete repeat work on grand scale.

we could potentially be building plans for 8-10 buckets - each bucket having 40_50 tasks each - so ability to create a template of pre made plans & distribute to new plans or new groups is VITAL!!! cannot stressed how much this is needed within this platform and for true project functionality within MS TEAMS
Anonymous commented · June 14, 2018 16:16 · Flag as inappropriate

Hi, I couldn't locate that on the Office 365 Roadmap. Could you elaborate?
Anonymous commented · June 14, 2018 11:44 · Flag as inappropriate

Hey Planner Team! We can't wait to see a template feature added- this will be huge for adoption of the Planner App in Enterprise environments!
Anonymous commented · June 14, 2018 11:11 · Flag as inappropriate

Get this done please. A huge gap in your product that is keeping us from using this as part of the Office 365 products.
Andre commented · June 13, 2018 11:12 · Flag as inappropriate

Agree with the anonymous comment below, we need this. It would allow us to get away from Basecamp and use this exclusively. Please keep us posted. Is there a timeline for the templates?
Anonymous commented · June 12, 2018 21:20 · Flag as inappropriate

Sending encouragement your way planner team!
Building out current plans and tasks that hopefully I will be able to copy to a template that can be filled turned into a whole template plan!

You can do it - not going to let this stop my adoption.
Much gratitude.
Anonymous commented · June 12, 2018 08:26 · Flag as inappropriate

Any new updates on this or a date when you believe it will be rolled out?
Wil commented · June 11, 2018 08:43 · Flag as inappropriate

This is such a important feature. How can MS Teams missed it.
Anonymous commented · June 11, 2018 07:46 · Flag as inappropriate

If it's scheduled, when are you due to start work?
Anonymous commented · June 07, 2018 13:36 · Flag as inappropriate

We are really waiting for it !
Jay commented · June 07, 2018 13:11 · Flag as inappropriate

This would make this tool quite effective for our team's activity. Major oversight in product development. Hoping this is resolved soon.
Fabrice Romelard [MVP] commented · June 06, 2018 08:43 · Flag as inappropriate

Appreciated for team who are repeating many time a same process and don't want to recreate all from scratch but don't want to loose the past anyway
Shaishav Merchant commented · June 05, 2018 19:41 · Flag as inappropriate

A necessary feature for business users. Wondering why was it left out for so late in the first place. And I don't see it in Planner roadmap, hope we have this added sooner.
John Sjostedt commented · June 04, 2018 18:19 · Flag as inappropriate

Hmmm - hurry up please!
Anonymous commented · June 01, 2018 05:51 · Flag as inappropriate

Hey MS common man get this option up and running. PLANNER is a great resource but not if it slows me down
Chuck Anderson commented · May 30, 2018 15:26 · Flag as inappropriate

#IotInsiderLab
Mary Kate commented · May 30, 2018 12:45 · Flag as inappropriate

I would also love to see the ability to copy a bucket with all tasks under it.
Frank Butler commented · May 29, 2018 10:24 · Flag as inappropriate

Make sure to extend this "template" concept to all levels of the hierarchy - for example:

+ A template PLAN that can be duplicated as a new plan

+ A template TASK that can be copied into multiple plans

+ A template CHECKLIST that can be copied into multiple tasks

Along with this concept, there should be an "inactive" status added to the Progress drop-down so you can flesh out tasks inside of a plan without having them show up on the task status.

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