Jim McClafferty

← Planner Customer Feedback

My feedback

  1. Provide the ability to create Plan templates with existing tasks that can then be used to create a new plan

    7,289 votes
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    789 comments  ·  Microsoft Planner - Feedback Forum » General  ·  Flag idea as inappropriate…  ·  Admin →
    Partially complete  ·  AdminPlanner Team (Product Manager, Planner) responded

    Thanks for your feedback on Copy plan!

    We’re planning on pursuing the following improvements to copy plan:
    1) Enable users to copy a plan within an existing group
    2) Copy plan in Teams

    Currently we are booked through November working on three BIG initiatives, but should have an update on scheduling soon after.

    In the meantime, we’d love to hear how you’re currently using copy plan and any other improvements we should pursue.

    Thanks again for your patience and feedback!

    -The Planner Team

    Jim McClafferty commented  · 

    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. This is an urgent must-have in order for us to use Planner and Teams. team

    Jim McClafferty supported this idea  · 

  2. Copy Plan to Existing Group

    256 votes
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    31 comments  ·  Microsoft Planner - Feedback Forum » General  ·  Flag idea as inappropriate…  ·  Admin →
    Jim McClafferty supported this idea  · 
    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.

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