How can we improve Planner?

Task Templates

Allow the creation of "Task Templates", which have a default set of properties (due one week from today, checklist items, assignment, etc.)

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    Anonymous shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →
    Thinking about it  ·  Planner TeamAdminPlanner Team (Admin, Planner) responded  · 

    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

    Meanwhile, we are thinking about what the best 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!

    119 comments

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      • Anonymous commented  ·   ·  Flag as inappropriate

        If we merge this and the other similar request together, the number of votes puts this at the top of the list by a huge margin.

      • Anonymous commented  ·   ·  Flag as inappropriate

        Isn't this the same as the other feedback: "Provide the ability to create Plan templates with existing tasks that can then be used to create a new plan"?

      • Anonymous commented  ·   ·  Flag as inappropriate

        PLEASE PLEASE PLEASE set up the ability to duplicate a plan with all the contents (tasks etc) in it, or the ability to create and use a template. We love planner (moved from asana which had this feature) and it is really hard to do since so many of our plans are repetitive in structure. PLEASE?

      • Greg DurenGreg Duren commented  ·   ·  Flag as inappropriate

        A scenario to think about with your design is a recurring monthly process. For example closing the books each month. We have what we call a "Prespec" which sets up all the steps that need to be completed, by whom, and when (time of day is important here too). So each month we take the template (with tweaks from last months lessons learned) which is currently in Excel and use it as the guide for completion of all of the tasks associated with that month's close. We hang it on a board and manually write in the completion date/time as we go along. There is some complication here in that due dates are based on workdays (not date or weekday) so we have some Excel formulas to setup due dates based on workday # and adjust for any holidays. But the ability to take the list of tasks and carry it forward each month would be a start. So things that we'd want carried over include the task description/name, the person responsible, the people following the task, and the due date which would need some formulas to calc based on workday # (or could carry-forward the workday # it's due then we could manually fill in due date).

      • Courtney JohnsonCourtney Johnson commented  ·   ·  Flag as inappropriate

        We are currently using Planner to keep track of support requests. I'd like to be able to create a template with a checklist for certain types of requests. We use Forms and Flow to capture the requests, then if Flow could apply the certain template based on the the way a certain question is answered, that would be amazing!

      • PaulPaul commented  ·   ·  Flag as inappropriate

        A template that I can copy is a must. Too cumbersome to generate the same plan over and over for multiple repetitive projects.

      • Anonymous commented  ·   ·  Flag as inappropriate

        Would love a template for weekly and monthly tasks! or a way to set a task as a recurring event?

      • Ayanna MackinsAyanna Mackins commented  ·   ·  Flag as inappropriate

        This is essential for my team! Currently using Planner to objectively track the performance of my classroom assistant and the overall productivity of task management in my classroom. Being able to print a report that clearly lists tasks Not Started, In Progress, and Completed, by Bucket and By Plan would be a game changer.

        Thanks so much!

      • JonasJonas commented  ·   ·  Flag as inappropriate

        I am planning year end close will keep track of all legal documents with planner. I would love to see an easy way to create templates, or at least duplicate tasks.

      • Anonymous commented  ·   ·  Flag as inappropriate

        Yes, please. It would be great to duplicate existing plans or move task boards from one plan to another.

      • Aaron JacobsonAaron Jacobson commented  ·   ·  Flag as inappropriate

        The inability to start a project plan from a templated project plan results in 1 hour of resource time to setup a plan in the standardization that our organization requires.

      • Aaron PohAaron Poh commented  ·   ·  Flag as inappropriate

        This is the only function that is stopping us from migrating from Trello! Please include this.

      • LCLC commented  ·   ·  Flag as inappropriate

        Duplicate and templates, please. Simply takes too long to type in routine monthly tasks

      • Shane SheltonShane Shelton commented  ·   ·  Flag as inappropriate

        Would be great to have this for an entire O365 Group. We want to standardize our Group structure and we'd need a template to roll out the same thing over and over without re-inventing the wheel each time. Much like you can do in SharePoint.

      • JoshuaJoshua commented  ·   ·  Flag as inappropriate

        Our organization needs this feature in order for Planner to be viable. We want to use it to help us with updating training curriculum. Thanks.

      • Anonymous commented  ·   ·  Flag as inappropriate

        The thing that is currently shocking me is that a task can't be duplicated in the same plan. This is an incredibly powerful tool, but when dealing with a large number of similar tasks the time spent building the planner can outweigh its usefulness.

        For example I have a project that will take 2 weeks with my team. There will be 30-40 tasks, each one of those tasks are related to a single item but have 3-4 requirements to be completed (the requirements will be the same for most). The requirements are sequential items so breaking them up into separate tasks seems silly. I could use buckets but then we are still talking about over 100 tasks being dragged and dropped and the clutter in the planner will be a problem.

        You have a great start, but copy paste is a necessity.

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