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
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.
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!
quite useless if you can't copy over assignments or attachments...
Am I being silly here? SO the plan can be copied so that I dont have to recreate the plan from scratch (a template), only I cant reuse the plan in the same group or across another group? We have a Project Team that undertakes very similar projects (each is assigned their own channel), but cant copy the plan to use in the new (project) channel. This is really weird. Please tell me I am being naive and this isn't the case? Otherwise I would suggest this isn't "Completed"
Shaun La Touche commented
Just found out about planner and this could be a really useful tool, but I am finding it cumbersome for managing the same tasks/projects across individuals. In my department at college the teachers all need to complete a set of the same task/projects over the year and these tasks need to be assigned individually to each teacher. I want to be able to create a bucket that includes all the tasks my teachers need to do over the year and copy and assign the bucket of tasks to individual teachers. This way I can monitor and track their progress individually. The only way I can find to do this is to create a bucket for each teacher, copy each task individually to each teacher and then assign each task in each bucket to the relevant person, this is taking a very long time. Is there a way to assign all tasks in a bucket to either an individual or group of people?. Also is there a way to do a group distribution of tasks across other buckets, similar to the OneNote 'distribute section/page' function. This would really enable a greater use of the planner, to not only manage groups of projects within the team but also be able to monitor individual tasks that everyone needs to do more efficiently.
Copy a plan and select the group, and have attachments carry over. We spend so much time uploading/attaching documents only to have them go to waste!
Need ability to copy plan within a group.
Need ability to copy plan across groups.
Need ability to be able to copy attachments.
I've seen these items in other's requirements.
I must be able to copy a plan within a group. You are essentially forcing us to create an entirely new library for every project or rebuild every plan from scratch. That is absurd.
Jeremy Dunn commented
I'm going to join the chorus wanting to be able to copy a plan withing the same group. Creating a new group whenever a plan is copied is useless.
This is great, but I need to be able to pick which group I want to copy into. Not being able to copy into a group makes this useless for us. Creating a new group for the copy does not make sense.
This is great and all but if all the attachments and links are not moved over with the plan, the hardest part of the cards, then the whole point of copying the plan is not truly fulfilled! Please have it so when we copy a plan, that even all the attachments can be selected to be copied! PLEEEEEAAAASE!
Nick P commented
No being able to copy attachments to a plan is a major issue - how can you backup a plan without this? Hopefully adding this feature is a priority.
Robert Khan commented
The ability to copy buckets within the same plan would be extremely useful.
We need to copy plans within an group/team as well. If I want to have the similar buckets and tasks (say onboarding-template in the HR-Team), I can not add the copied plan to a different channel within the team, because copied plans are not visible within that team. Copying just makes a complete new plan for the whole company..
from my perspective this feature is not complete. I cannot copy a plan within a group.
So important for the links and files to carry over... not sure how this could have been missed ... Copy Plan feature is a car with two flat tires at this point... Please set this as the next improvement, especially links, that is literally just a URL path. Thx.
Carrie Brown commented
Need the ability to be able to copy the text on a Planner entry and paste in the body of an email or a Word document.