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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.

https://support.office.com/en-us/article/copy-a-plan-50401e13-a25f-40df-93c6-b608cc28c3d4?ui=en-US&rs=en-US&ad=US

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Anonymous shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →
Completed  ·  AdminPlanner Team (Product Manager, Planner) responded  · 

Hi everyone,

We have updated our Copy Plan experience – please try it out today!

This improvement includes the ability to choose an existing group or team to copy the plan into (or choose to create a new group). You’ll also be able to customize what gets copied over. Attachments can only be copied over into existing groups/teams.

You can get more details here – https://techcommunity.microsoft.com/t5/planner-blog/expanding-the-copy-plan-and-filtering-features-based-on-your/ba-p/1483491

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135 comments

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  • Anonymous commented  ·   ·  Flag as inappropriate

    Hoping for this to come soon. I constantly need this ability as I build Planner Boards for Projects and Methodologies that are then replicated and customized for multiple separate clients and companies.

    Serious limitation over Trello that I hope is resolved soon.

  • Anonymous commented  ·   ·  Flag as inappropriate

    This is apparently being rolled out now!!! June 10, 2020. Can't find any real info on it, but it shows up, as of today, when "copy Plan" is chosen, I now have the choice to copy to an existing group.

  • Caroline commented  ·   ·  Flag as inappropriate

    We have a group 'Recruitment and selection'. For each new employee I want to create a planner board with all the tasks that have to be done untill the first working day of the new employee. I don't want to create new groups for each new employee.

  • George Sweet commented  ·   ·  Flag as inappropriate

    This is a very basic requirement, users of TEAMS will need to copy plans from existing TEAMS into other existing TEAMS. Just like staff members may move between projects

  • Jacob commented  ·   ·  Flag as inappropriate

    Please add this feature, we have a few template planners, that we would like to use across projects. But since we can't use an existing group, it gives us many groups.

  • John Gustin commented  ·   ·  Flag as inappropriate

    This is a 'must-have' feature for Planner. Other online board tools can do this. Microsoft, please add this functionality!

  • Bryan Hallas commented  ·   ·  Flag as inappropriate

    The functionality should also include the ability to copy a plan directly to a Team. It makes no sense that plans created outside of a Team can't be connected directly to a team.

  • Saif commented  ·   ·  Flag as inappropriate

    This needs to be a functionality immediately to help streamline and better consolidate information within Microsoft Groups. There are like 15 different ways to accidentally create an entirely new Group, there should also be easier ways to consolidate the information within them.

  • Marissa Maldonado commented  ·   ·  Flag as inappropriate

    Yes 100%!!!! This puts a major flaw in my Work Flow. Some of the items in the planner link to documents within the specified SharePoint Site. When I copy the plan, all those links disappear. I want the copies of these documents stored in the same document library for HR audits.

  • Stephanie Powers commented  ·   ·  Flag as inappropriate

    Agreed! We use Planner to track new company members onboarding tasks, and all Plans to accomplish this are held in our Administrative Onboarding group. Absolutely a necessary feature to be able to copy plans within a group!

  • Anonymous commented  ·   ·  Flag as inappropriate

    My use case is that I use plans within Teams. Teams are created for each new project and I want a plan of tasks copied into each new project team.
    So the ability to select from your list of Teams and channels when copying a plan is a necessary feature.
    I hope you guys are nearing completion of this - I look forward to seeing it rolled out.

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