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 · Jan 6, 2016 · Flag idea as inappropriate… · Admin →

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

Show previous admin responses (4)

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!