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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 →
    Tell us more  ·  AdminPlanner Team (Admin, Planner) responded  · 

    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!

    Cheers,
    The Planner Team

    161 comments

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      • Anonymous commented  ·   ·  Flag as inappropriate

        I am looking for a template for the check list. For instance a testing task would always have the same check list, from creating the script to performing the test.

      • Andy Bryant commented  ·   ·  Flag as inappropriate

        A task template for me is just a pre-populated task for something that happens regularly - and has some of the fields predefined (for instance a checklist of subtasks to add each time)

      • Dave G commented  ·   ·  Flag as inappropriate

        I would also like to be able to copy a task to a completely different company (domain). A template wold work for this, I imagine. Consultants would want this, I'm sure.

      • Sebastian commented  ·   ·  Flag as inappropriate

        For recurring tasks it would be very beneficial if we could have template tasks incl. the integrated checklists. E.g. when you have a standardized new joiner or leaver process you would like to have the corresponding action items listed in a the checklist for each user account that goes through this process.

      • Anonymous commented  ·   ·  Flag as inappropriate

        I'd like to implement a flow, using outlook & planner for on-boarding new employees and having standard checklists on a planner task template would be helpful with making sure we are consistent in our process and eliminate re-work/mistakes.

      • Lisa commented  ·   ·  Flag as inappropriate

        My team wants to use a task template, because each time a quote to the customer is started, we follow a "standard" process. We are using a special developed system now, but I would love to integrate in Planner - which then makes it at our fingertips in O365. There is a specific flow, but we also go through and check on and off which people we need information from on each individual quote. But the overall flow is the same each time. Think of a wedding or Christmas party - you are always going to do some of the same steps in some of the same order....pick a venue, pick a date, find a caterer, select invites,...…..

      • Anna Nenasheva commented  ·   ·  Flag as inappropriate

        Paper planners give you a visual, in your hand, space for writing down notes, creating to-do lists, and noting ideas while you’re on the fly. Writing down things is the age-old way to get things done. So, use https://onplanners.com/planners/best-weekly-planners-and-agendas

        Every Sunday evening, I like to sit down with my planner and look over the week ahead. This is a chance to plan for your more general of tasks, or group of tasks. For example, for me it may be “Schedule Facebook posts”, or “write webinar follow up emails”.

      • Sergio Hernandez commented  ·   ·  Flag as inappropriate

        The idea of having a Task template is creating the task with pre-filled information in all fields, including the description and the checklist, so the creator can include easily all (and only) the information that the assignee will need, removing the possibility to include useless information or on the other side missing important details.
        We would really like a lot to get this implemented.

      • Anonymous commented  ·   ·  Flag as inappropriate

        Please, we want to be able to copy a full bucket full of tasks from one case to another without having to do each one individually. You really should add this feature please!!

      • Courtney Johnson commented  ·   ·  Flag as inappropriate

        I need this ability as a way to handle work requests. We have a Microsoft form that is using Microsoft Flow to create a Planner task. I need the task to have the same checklist for certain types of requests and be able to assign that template to the task using Flow.

      • Anonymous commented  ·   ·  Flag as inappropriate

        it would be very helpful to be able to copy over the entire plan rather than tasks alone. This way users can create tasks that recurs

      • Anonymous commented  ·   ·  Flag as inappropriate

        Basically have the ability to add extra fields to the task forms. Say a "Division" and "department" "channel" etc.. for teams that work for multiple teams, so you are able to track and report on how much you are doing for each customer.

      • Trace Symonds commented  ·   ·  Flag as inappropriate

        One task of my team is to develop eLearning courses - it's the same set of buckets and tasks regardless of what I'm developing. It all follows a process complimented by tasks. Being able to create one bundle of tasks, save it to a template and then be able to apply that template to a new Planner tab across my team and even across teams would be super helpful. I am having to recreate each plan, which makes me miss Smartsheet and other PM tools.

      • Anonymous commented  ·   ·  Flag as inappropriate

        What is the status on this?

        I have Tasks that each time I create one must have the exact same list of checklist items.

        I want to have a template Task that already includes this list of items.

        It's critical to my workflow that each task card have the same list of checklist items, although I may need to add a few extra to a card if something changes with that task.

      • Cindy commented  ·   ·  Flag as inappropriate

        I want to copy a template bucket. For example, we have a group/plan for Finance & Accounting. I would like a bucket for our month-end checklist of processes and be able to copy that checklist to a new bucket with everything unchecked for the next month. There's no need for a whole new plan, but only copying one task at a time is too much because there are about 75 tasks every month.

      • Anonymous commented  ·   ·  Flag as inappropriate

        What is the status on this?

        I have Tasks that each time I create one must have the exact same list of checklist items.

        I want to insert all of these checklist items at once OR have a template Task that already includes this list of items.

        It's critical to my workflow that each task card have the same list of checklist items, although I may need to add a few extra to a card if something changes with that task.

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