Allow the creation of "Task Templates", which have a default set of properties (due one week from today, checklist items, assignment, etc.)
Thank you for your feedback!
In addition to delivering the ability to copy tasks (within and across plans), we’re now working on a feature to copy an entire plan. You can find updates and discussion for that topic here: https://planner.uservoice.com/forums/330525/suggestions/14744172
Regarding task templates in particular, we’d love to hear more about what you have in mind. If there’s a particular use or scenario in which you would find a task template handy – let us know below!
The Planner Team
Christian Oliver commented
We would love to have a template we choose from when entering a new task. We have 10 different repetitive task types that we use on the manufacturing floor.. Machine, Assemble, Sew, Quality Check, Sort, Package... Each task no matter the customer shares about 80% common features but have unique information based on the customer order. It would be nice to start with a common framework and checklist that we could just be quickly modified per order.
I would like to impose a task template with a plan so that certain fields are mandatory before the task is added- e.g. start date as well as finish date, every task must be labeled etc. A custom field would be good to go with it, e.g. estimated hours per day (or if I could pull this info from MS Project)
Maria E. commented
A Planner administration panel that allows us to set defaults for when plans are created would be EXCEPTIONAL. Those defaults could be edited much the same way we do today, but upon creation they are rolled out in a consistent manner.
By defaults I mean --- default bucket names, default label names... which we can edit today.... and then allow us to edit progress and priority labels and then allow us to set defaults for them in the same way through an admin panel.
For example: We consistently use an Agile methodology in our PMO, so our buckets look like this:
Small (0-3 hrs)
Medium (4-11 hrs)
Large (12-23 hrs)
Extra Large (24+ hrs)
SOMETIMES (very few times) our buckets would change to more Waterfall style -- certain projects are still done in that method -- so they could be edited to Discover, Define, Design, Develop, Deploy, Maintain. But MOST (like 90% of our plans) would use the Agile methodology above. Would be amazing to be able to roll out NEW PLANS when created with those defaults.
Labels.... we use our labels in this fashion:
We would like to set those as defaults too.
Priorities and Progress are things we would like to have the ability to edit those too, then be able to set them as defaults through an admin panel.
You might say, these are things we can do in other programs, but we LOVE PLANNER. For Agile, it's the absolute best part of Office 365 for project management. Project just does not work for us in our Agile environment, we have it, we use it occasionally, and have been using it less and less because we CANNOT really adapt it to Agile in the way we like.
We have a template for the description that mirrors what you would see as a "User Story" --- would be awesome to pre-fill that area through an Admin panel too! So new tasks could have a guide in the Description field.
Would be great for our organization support tickets to all ready have certain members added, certain check list criteria set, and even a set attachment. Default due date three days out. It would save a lot of time and mistakes.
I too would like the template function. I do investigations for maritime company and most follow the same flow. I use Planner to assign tasks to members of the investigation team. I'd like to build a template with the universal task that apply to all investigations. I can always add and delete if they do not apply. Having the ability to lock the template would be useful.
Erin F. commented
I notice that you can copy a card, so I have made our own "template" with standard checklist items. However, it's still editable so could be overwritten at anytime if someone forgets to copy it. there fore, the title of this card is "TEMPLATE - COPY ME"
Ideally, we would like to:
1) Add checklist items to a template card
2) Restrict access to editing the template checklist (so that the template doesn't get erased)
We have specific tasks with checklists that currently must be retyped every time there is a new Task added.
If I could choose a template for the new Bucket or Task it would save me lots of time.
Due dates need to be set number of weeks, months, years, from the creation date.
When a new task is added it should auto populate the start date, then the templates would add the due date based on the start date.
I would like the ability to after creation of a task, being able to assign it a predefined template of things, such as multiple sub tasks lists.
Chris Clos commented
Pretty simple, you have templates you make to create tasks. This is often for repeating tasks, or tasks that will have triggers outside planner that need to be created. Makes it easy to clone/make them.
Also useful for information gathering if you want to standardize the form.
1) The Ability to customize default checklist items for each plan. So that different teams within the organization can have their own set of checklist items that are automatically added when a task is created.
2) Also ability to customize the "Progress" dropdown options would be nice as we have more complex stages of development than just started, in-progress, and completed. We have to resort to using a combination of that and the labels which is a little messy.
Adding a default set of checklist items depending on the plan or better yet, the bucket when you add a new item would be a game-changer for us
Checklist Template to tasks please
Aidan England commented
Agree with several other people who've mentioned that the ability to add a checklist template to tasks would be good.
My team work in a loose Kanban format, and I'd love to be able to use Planner to support this, but the lack of pre-determined checklists is a deal-breaker (when compared to the work item customisation you can get in other products like Trello/DevOps).
And to freeze the template task card so someone can't accidentally start editing it (without first copy and pasting it)-- and then you lose the template
Carleen Crawford commented
I'm in the same boat as Gary Miller and Trond Bones. I really like the Flow template to create a new task and copy the body contents of the email, but I too would like to have a pre-written attached checklist to that particular trigger. It would further simplify the steps it takes to complete the tasks. Since checklists can only be entered in one at a time and not pasted in as a work-a-round, it's currently not efficient to use the checklist feature at all. Currently I just created a data verification drop-down menu that I just have to right click to extend in my excel sheet to track what step I'm on.
Simon Young commented
It would be helpful to identify a parent task and it’s associated children. The child tasks are then able to be allocated to an individual or smaller team to complete, and helps create an automatic dependency for the parent to be completed. Each is able to have an independent start and finish date. Now if we could template that it would be great and save so much time.
Simon Young commented
It would be helpful to identify a parent task and it’s associated children. The child tasks are then able to allocated to an individual or smaller team to complete and helps create an automatic dependency for the parent to be completed. Each is able to have and indepdent start and finish date.
we are using planner as a kanban board. the buckets are phases of a project and a tile is a project. So depending on the phase a project is (a tile in a specific bucket) we have to do complete a different set of tasks. Today we have to manually enter all task depending on the bucket. It would be a perfect help if we could apply to a tile a set of tasks as a template. So the user would only have to pick the appropriate template rather typing all.
(I could also think about a flow which is triggered when a tile is assigned to another bucket, but this would lead to a different development in flow and planner.....)
When implementing a tool we would like to define standard phases (such as define, implement, roll out, test etc.) as a checklist in every task that is created in some plan. This makes us able to use bucktes as epics and tasks as user stories.
Another solution for this requirement would be the ability to customize the standard status choices.
Trond Erik Bones commented
We are using forms and flow to collect potential changes from the business. When a new task is added (via Flow) i would like the ability to use a "task template" with pre-filled checklist items.