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.
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
135 commentsComments are closed
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 ;-) )
David Herries commented
This is much needed. The current copy plan created a new group, when often you just want a duplicate in a exisiting group.
Kylie Sabra commented
I was shocked to read that if I updated items in a copied plan it would also update the original. :( It is critical that copying a plan does NOT create a new group. There is currently no option to assign a copied plan to a new group. This results in a LOT of unnecessary work as I use the same plan format over and over again. Please fix soon.
I'm having the same issue where my copied plan appears to be just a link to the original plan. Any changes made to the copied plan changes the original plan as well. Totally useless when both plans are active at the same time and now we don't know what was done on which plan (on-boarding new employees, so I need the same plan/tasks for both people)
Ross Jeremy commented
This would be great especially for those who have created plans outside of Teams and what them to reside within Teams and be part of the same group permissions.
F W commented
Yes vote! Our team needs to be able to do Copy Plan frequently for using a template of plan/bucket/tasks duplicated across different projects, but NOT have it be linked back to the source plan where we copied from.
We have projects that include the same buckets/tasks/assignments, which we want to duplicate from one project to the next, all within the same Team/Group.
It's odd that the feature "Copy Plan" exists in the web browser UI of Planner, but doesn't actually work... like the programming didn't get completed for this feature.
And definitely we do NOT want to create a new group for every plan, but rather new plans (for various projects) that are all in the same Team/Group. It would also be very helpful to have an "Active Plan" toggle, so that newly copied Plans are defaulted to "Inactive" until the owner of the plan is finished setting up all the tasks fully. Then, once we toggle to "Active", the team assigned to the tasks gets their notifications. This would prevent people from getting notified and clicking on the tasks, only to find they are notified prematurely since the task hasn't been populated with details, attachments, comments, etc.
We look forward to more improvements to help save time using this tool that we are now relying upon heavily in our daily work flow.
I also discovered that Copy Plan in the browser responds differently for Owners than for Members. So it would help to flesh out how each role would use this feature, when the feature is actually completely programmed.
Jaleel Adams commented
Yes! This would be very good to have, as this is a major pain point when using planner.