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
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.
Gary Miller commented
We are using Microsoft Flow to automatically create new Tasks under particular buckets and would like to be able to also create the checklists within the task newly created. Each time a task is created, the Flow logic determines under which bucket the Task will be created and would also create a predetermined checklist following a standard template. I suppose the ability to mark a default task (special type) as a "template" would work fine if Microsoft Flow could copy that "template" creating a new Task from it. The goal is to automate as much as possible reducing user time setting up new Tasks.
Ken Sudo commented
I want to manage PC order in IT Dept.
Bucket1: Request Quotation
Required item: Applicant
Required Delivery Date
Bucket2: Recieve Quotation
Required item: Model
Quotation (Attach PDF)
Required item: Order No
Purchase Application Form (Attach PDF)
At each bucket, need required input box .
Or want to describe Titles need to input.
Would be great to have a option to create template plans with relative due dates (i.e. last working of a month, 2nd working day of a month)
This function could be used i.e. for financial month end closing tasks which has the same tasks every month
Of course the metadata should be kept in such tasks (assigned to, etc.)
Toni Schmidt commented
We are using plans for large projects, but we also have very small projects that do not warrant their own plan. We use a plan to keep those small projects in, and just label the type of project in the buckets. So for example, we have a 'Webinar Projects' bucket, and a 'Miscellaneous Projects' bucket. Our webinar projects always have the same checklist items... like 1) create webinar content, 2) schedule webinar with Jane, 3) send out invitations, and 4) give live webinar.
I guess I can use the copy feature for now, but it would be nice just to have a template to keep one master current checklist that people could use to create new tasks.
Colin A. Campbell commented
I would like the ability to save my own templates, similar to To-Doist. https://get.todoist.help/hc/en-us/articles/208821185-Importing-Exporting-Project-Templates
Some examples: legal contract review. E.g. we have at least two buckets, an "Intake" bucket and a "Preliminary review" bucket. To move from the Intake bucket, to the preliminary review bucket, we have to gather all of the relevant documents, which consists of: 1) contract proposal form; and 2) contract. Once those materials are gathered and saved to the file, then the card gets move to the "preliminary review" bucket etc.
I have some tasks that are repeated on a periodic basis (not necessarily at neat intervals like weekly or monthly) that involve lengthy checklists. Would be super useful to have ability to duplicate these or generate from a template rather than having to manually type in all checklist items each time.
We have new employee on-boarding, recurring webinars and other activities that have standard tasks, so a template would be very nice. Important is that individual tasks within the templates have deadlines set automatically based on time they take. For example it the template starts on May 1, than sending a specific document should have a deadline automatically on May 5 etc.