Ability to copy plans
Copy plan is now available in Planner’s Web App! The Planner team is excited to release this functionality and would love to hear how we can improve upon this moving forward. Please comment below to let us know what you think!
The Planner Team
This is broken! When you copy a plan, all the tasks are linked to each other! When I mark the task done on one plan it marks it done on ALL duplicated plans. Pretty dang useless. Sorry, y'all!
Hello, I am trying to copy a plan within MS Planner but whenever I click on the three dots (...) in the planner hub I only have the option to copy link. How do I get the option to copy the plan within MS Teams? Thanks
Mark me down as another vote for the 'copy bucket' functionality - I want to be able to get rid of the fillable PDF checklists I'm currently using to track new user on boarding procedures, and Planner *seems* like the obvious place to do that - but I can't seem to create a 'template' set of tasks and spawn off a new 'bucket' from that template to accommodate my scenario. This would have seemed to be an obvious use case to me, but I've been waiting years to see it come to fruition.
Lawrence Wilkinson commented
There needs to be an option to move the plan to the Group/Team of your choice.
Without this limits this new feature
This is great - but we still need Copy Buckets.
If i search Copy Buckets in this forum there are 911 different requests that have split teh total vot for this simple funcionality.
Planner Team request -
can you merge multiple requests with the same title request under one title and see what the total votes are please.
Nick Sabbe commented
Please, everybody, go vote up https://planner.uservoice.com/forums/330525-microsoft-planner-feedback-forum/suggestions/37078834-copy-plan-to-existing-group . It looks very much as if MS is no longer monitoring this request as it got "completed".
The link I provide holds the specific question for what everybody still needs.
There needs to be an option to move the plan to the Group/Team of your choice. The inability to move plans makes this feature less than ideal.
would be nice to be able to copy a plan, rename it, edit the group so that it shows up under the existing plans in the new group
+1 to all the commenters that need ability to copy plans within a team - a template situation is what we need.
Our project planning is in need of what many people describe below: The ability to copy full plans from Planner across different teams in Microsoft Teams as we often work on several projects with similar tasks to follow up on.
Are you working on this?
Thanks in advance
When sharing a task, comments files and everything related to the task should automatically update in ALL locations
We need the ability to create a template and copy it into Teams as needed so that we aren't creating new plans each time. Simply copying it to the Planner hub with no ability to copy it to Teams is not useful at all.
I can copy a plan (in Planner’s Web App), but can't I use this copy in one of my Teams?
+1 to all the commenters that need ability to copy plans within a team - a template situation is exactly what we need.
+1 to needing attachments as well.
This really is not complete as it does not allow for copying all aspects of a plan (though really ability to create templates is what the users want...)
Matthew James commented
Has there been any update on this? This one is a big blocker for me.
RandyD79 commented · July 23, 2019 08:46 · Flag as inappropriate
Copying an entire plan from one planner to the next works, but if I mark a task in one plan as complete, it marks ALL the tasks across any and all plans that were copied as complete. This seems to make the whole process useless.
Also, I am unable to locate some plans that are made in order to copy tasks individually (which seems to prevent the mass completion).
It's a good service, but still needs these things tweaked!
We need copy Teams created plan as well (urgently). Please reference:
At the end of the second link (the blog), there is not of adding the copy plan feature for Teams-created plans (ie, copy a Teams Plan to the same team or to another team).
Bryan E. Johnson commented
Need a true template function to create a copy of a base plan into an exiting group / Team at the channel level (ie, different channels need the same basic plan / tasks but not on a shared Planner...all individual). Essentially, the copy function does not seem very useful if only one Planner can be assigned to one Group.
Matthew Bassett commented
Really need to be able to copy within, or across Teams in order for this to be useful for us. We have several teams that are working on projects that have the same general flow, and it would be incredibly useful to have a Planner "Template" we can copy to each Team each time they start a new project.
Sam Giles commented
This function should have been released from the beginning, to not have it in place is an enormous oversight which is (clearly) causing massive disruptions for businesses. What did you think people would do...... copy hundreds of tasks to new plans one by one every time they wanted to duplicate a plan within the same team?
This needs to be an available function, this application is basically beta without it.