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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    Matthew Kirk shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →
    Scheduled  ·  AdminPlanner Team (Admin, Planner) responded  · 

    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

    493 comments

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      • Anonymous commented  ·   ·  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  ·   ·  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  ·   ·  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  ·   ·  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  ·   ·  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  ·   ·  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  ·   ·  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.

      • Wil commented  ·   ·  Flag as inappropriate

        This is such a important feature. How can MS Teams missed it.

      • Jay commented  ·   ·  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  ·   ·  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  ·   ·  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.

      • Anonymous commented  ·   ·  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

      • Frank Butler commented  ·   ·  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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