Ability to copy plans
Anonymous
shared this idea
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!
More about Copy plan here: https://techcommunity.microsoft.com/t5/Planner-Blog/Planner-s-new-copy-plan-feature-helps-streamline-work-management/ba-p/364048#.XIYZg2dGIfQ.twitter
Cheers,
The Planner Team
265 comments
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Anonymous
commented
It is a nice feature but I would also like to see an exact copy including assignments. Having to go back in and reassign the same person to each task every time I copy is time consuming and tedious.
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Abbey
commented
This is great, but you missed the mark on copying assignments. I need an exact copy of a plan as the task assignments in our group do not change and now I have to go in and reassign every task for a new plan.
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Wasabi Lion
commented
It would be really nice to copy the attachments over to a subfolder in the destination O365 group/SharePoint site, not just sitting at the root level. Should also have the ability to edit/customize the new file that just copied in Sharepoint or Planner board.
Currently, the solution is not scalable...
When a project comes to an end, can it just dissolve the O365 group(too many of them everywhere, in planner, sharepoint, Exchange admin center etc) and only leave the documents inside the subfolder mentioned above. -
Christian
commented
This does not work if Admin has blocked for creation of new Groups...even if you're not targeting a new Group at all. The whole feature is intended to copy to EXISTING Groups... So what is going on?
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Kadi B
commented
Need to be able to copy over attachments/links or else it's not actually helpful as a template.
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Joe
commented
We want to copy buckets and categories but linking all of the tasks should be an option. Otherwise, why have multiple links to the same plan with the exact same task details? We were hoping for a template, not a single resource with linked identical information.
This would be a great option to allow us to better use the Planner feature without a lot of up front set up for each channel. -
Anonymous
commented
Really needs to be able to carry over attachments to a copy of a plan. This deficiency is huge if you want to build out a planner for training.
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Anonymous
commented
Even though you can copy a plan, we are unable to put that plan in a Team. I want to be able to copy a plan and then easily move it to an existing Team.
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Anonymous
commented
It would be incredible if there could be a parent Plan that updated and filtered down to the "copies" so that there could be daily/weekly updates for To Do's down an organization structure that individuals could use to keep track of things and be instantly updated by leadership above.
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Anonymous
commented
i would love to be able to copy to any existing group
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Ryan Willan
commented
agreed with many others. i would love to be able to copy to any existing group. also, i would expect to have similar checkboxes as when you copy a task (checkbox for keeping same assignments for all tasks, progress, dates, descriptions, checklists, attachments, labels).
it might also be nice to setup a more formal method of templates in planner so that you could input dates and then have planner output all tasks with due dates and start dates already implemented. you could also have this solved by allowing the user to create roles, then when they instantiate the plan, they could fill-in names from their team for the roles, thereby auto-assigning everything to the proper roles/people.
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Anonymous
commented
Very much need the functionality of copying to existing O356 group.. and many people agree!! Please implement.
https://planner.uservoice.com/forums/330525-microsoft-planner-feedback-forum/suggestions/37078834-copy-plan-to-existing-group -
Anonymous
commented
We copied a plan and manually changed the dates and added the assigned to (very inefficient) but this didn't just update the copy but also the original. When the plan was linked to the team we deleted the copy (since it was all the same) and then both the original and the copy disappeared. Can anyone comment on what went wrong?
Thanks! -
AHobart
commented
Very much need the functionality of copying to existing O356 group.. and many people agree!! Please implement.
https://planner.uservoice.com/forums/330525-microsoft-planner-feedback-forum/suggestions/37078834-copy-plan-to-existing-group -
Anonymous
commented
Really need to be able to copy a plan to an existing group, just like you can create a new plan to an existing group. We are looking at other products because of this deficiency.
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Anonymous
commented
ı totally support tom..''
when copying a plan the possibility to copy the members would be of great added value''
we need to copy the members wıth the copıed plan ın order to gaın effıcıent tıme..
please support.. -
tom
commented
when copying a plan the possibility to copy the members would be of great added value
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Anonymous
commented
Copy a plan to another group should be the next step!
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Anonymous
commented
Being able to copy a plan but unlink it from the original plan so that new tasks added don't automatically go into both plans. Makes the copy function completely useless for me.
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Kent Carle
commented
I cannot figure out how to copy a plan from the Planner Hub, and then add that plan (almost like using a template), to the specific team. The way that Planner works is very problematic, and not clear at all.