Allow Tasks to be moved between Plans/Boards.
Currently you can only move Tasks to different Buckets within a Plan/Board. It would be very useful to be able to also copy or move them to different Plans/Boards that you are a member of.
Thank you for your feedback! We’ve improved the ‘Copy task’ dialogue so you can chose a different plan to send a copy of a task to! We’ll be exploring and expanding the ways in which you and your team can organize work in Planner, and hope this will be a helpful step forward.
Here’s an article to learn more about this feature: https://go.microsoft.com/fwlink/?linkid=872349
Let us know what you think below! Thanks again for taking the time to vote for this idea.
The Planner Team
526 commentsComments are closed
Arto Pennanen commented
+1: copy plans and tasks, export and import plan templates.
- option to move tasks from one plan into another plan
- assign tasks to more than one coworker
just my 2cent what i need to have in the future roadmap
Barry R Morgan commented
export task or selected tasks as template - import task or template of tasks in to another plan.
This is essential. For example, I have a monthly process with 30 steps. With Trello, I just created a template task then copy it to my current bucket every month. With Planner, I'd have to type those 30 tasks every time in a checklist, which I am not going to do.
Amy Straley commented
There are a bunch of duplicates on this idea, so I hope the collective vote will be tallied! As an example of a use case here, I have a plan with my direct reports and one with my director. It has honestly been a huge help in streamlining our 1:1s and status reporting, but would be tons better if I could take the tasks from one to the other instead of having to manually organize and recreate.
[Deleted User] commented
A definite +1 on this, we need to be able to move/copy buckets between plans.
Mike Marden commented
I also need to copy and move buckets to other plans.
Mike Ward commented
This is a good idea...for example I would copy tasks from the many different plans I am a member of and then put them in my "Personal Plan", and re-prioritise, re-bucket, change due dates, etc., etc.
5280HT Administrator commented
+1 on all of this. No copy functionality make serious consideration of usage very difficult.
Munish Gupta commented
The ability to create copy of a bucket is a must have. As Michael Turl pointed out earlier, we also have multiple projects following the same list of tasks.
Brad Groux commented
I would greatly appreciate this feature. As others have said, as projects and tasks evolve - so do those involved. An example would be for "handing off" a project to another team once all of your team's tasks are completed.
Steven Cisler commented
I also require being able to copy and move a task from one plan to another. Adding this feature would greatly improve the usability of Planner.
Michael Turl commented
The ability to copy tasks from one bucket to another bucket is a must have. Currently, unless I have missed something, we only have the ability to move a task between buckets Also, it would be great to copy a bucket in its entirety. That would allow us to create a template bucket that could contain all the tasks related to something like 'typical project set-up'. We could then copy the template every time a new project was started.
Nigel Storey commented
I'm in the same boat. Can you please add this feature to Planner?
Guilhem Cuny commented
Nick Edwards commented
Would be good to be able to have the tasks linked so that status changes in one plan reflect in the other plan. This could be as simple as assigning the task to a plan, once the ability to have multiple assignees comes in.
rudy vidal commented
This is a key feature because tasks tend to evolve across different teams. So we would want one team to work on the initial phase and then pass it to another team, to work on phase 2
Jeff Salter commented
I would appreciate this feature
Would be keen to see this feature added as plans / tasks are implemented so do plans evolve.
This would allow management of tasks across plans rather than having to recreate them.
Yes add this feature