Copy Plan to Existing Group
The ability to copy a Plan was recently released (see link below) but this only provides the ability to copy a plan to a new O365 Group. It does not provide the ability to copy a plan to an existing O365 Group. Most people do not want to create a new O365 Group for every Plan they have (Group sprawl). Please offer an option when copying a Plan to either target an existing Group or a new Group based on your preference.
Christian Sievers commented
Why is it not possible to copy tasks to an existing team !?
I have spent considerable hours trying to make Microsoft Teams and Planner work and getting detailed task lists set up for my team to reuse for each project. Now I find out that plans cannot be copied into another team or Chanel. What is the point? I will be canceling my subscription due to this.
Ryan Suess commented
I find it a bit odd that "Copy plan" and "Create new" don't have the same flexibility/functionality. Please, add this.
yes, we are trying to use Planner as our Year-at-a-Glance task plan with all of the things that folks on our team need to be prompted to do on a cyclical basis throughout any given year. It would be ideal if we could Copy the current year’s plan and update it for the coming year. (but with the same people assigned, within the same Buckets, and within the same group that already exists).
This feature is a must have, especially within MS teams. I am urgently awaiting an update on this.
Mandi Parker commented
This is something that would be very helpful to users who create repetitive plans with similar tasks across plans/teams. Please add this feature both in the Planner web app and in Teams. Would like to copy entire plans as well as buckets to a new plan.
Scott Townsend commented
+++ Please add this!
Paul Jarman commented
Planner is great, but the inability to recreate existing Plans in Teams is beyond frustrating. As a newly hired Project Manager trying to up the level of technology at my new firm, this is really disappointing.
I can't agree with all of these comments more! We have annual tasks that are repeated each year, and we utilized Planner in 2019 because we were told we could just copy it for the following year....and now I learn that isn't the case. This is basic functionality of project management software an O365 needs to catch up ASAP!
Paul McDevitt commented
Well, that was a lunch bag let down. Trying to get the company to more broadly adopt Teams and one area was using Planner within their Team to help manage projects/activities.
Given many could duplicate prior plans, I thought the new Copy Plan would be great, as that was the biggest push back I received - having to recreate a plan each time.
EXCEPT. It really doesn't work. We don't want to create new groups. Its turned off for most and won't be turned on, so Presto! No one can copy a plan.
Having them blank in terms of assignment, dates, etc, is fine. But creating a new group - epic fail.
So now back to square one as the users are back to the other tools they are using and ignoring Teams.
Just read the link provided above by Anonymous, and it would seem Microsoft have NOT implemented the Copy feature per that definition
Template plan to be copied to other teams and channels absolute requirement. Why did you call it "create new team based on existing" when this is not what happens, it links.
Trying to get my group to work on Teams - now very confused and frustrated.
Yes, this is really critical to use Planner effectively!
Stefan B in Germany commented
In our company we work with the help of standard checklists and to-do lists different workflows. As these are often reworked flexibly, Planner offers a much better environment than our ERP system. We have created standard plans that should then be copied for use and adapted to the individual needs of the current issue (where required). This concerns for example supplier qualification, checklist new employees, implementation of new products, registration of new products with authorities and many others. we really need this functionality urgently. It is essential to allow us to stay with Planner as a tool and we are not looking for another solution...
Same complaint as many below. Our IT team is looking to find a replacement for "Actions" in IBM Connections, which is a check sheet utility. We use it for employee terminations, system prep check sheets and other tasks.
I figured I'd hit the gold mine with Planner, now that the copy feature has been added. It's perfect! Job done! Let's do a test copy and... what the ****.. a new group is created? I have to manually add my team to the new plan.
This feature is now useless for me, and my inner child has been wounded. I need to have my copied planner board appear in our IT Private SharePoint site. We'll end up with hundreds of plans a year, which means hundreds of groups and hundreds of new folders inside of my team's Outlook folder list.
Randy Barrett commented
Microsoft just completely disregarded the fact that some customers have disabled the "O365 group creation" option for users. The Copy Plan feature needs to be uncoupled from this and given to user level management
P Larkin commented
Microsoft, we need this feature SO bad! Please make it possible to copy plans to existing groups rather than creating new groups every time a new plan needs to be created!
Jim McClafferty commented
The duplicate behavior is so counterintuitive. If you copy a plan, it should be a copy, not a link to the same plan. We need the ability to create a single plan template and duplicate it for each of our 20+ client projects. Each plan needs to have the same tasks (hence a template), but the plans need to be independent of each other. I'm shocked that this seemingly basic functionality is not possible.
Yes please i would want to copy an existing plan into same group and not have a link to source plan. This should be new plan and on its own...
Yes, this is essential to our team using Planner! The Plan needs to copy within the same group, with the same team members assigned to each task. It would also be very beneficial for the due date to roll with the plan to that it can easily be updated and the old date can be used as easy reference. These could be simple options to check when copying a plan so you can choose whether to include the due date.
The copy plan (template plan) is a for us a required feature to get the performance out of the planner tool and teams environment.
Do we know when Microsoft plans the release of this feature? (it exists for the creation of a new plan, so should not be rocket-science for the copy plan function ;-) )