Jim McClafferty

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  1. 9,658 votes
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    Hi everyone,

    Thank you for your patience. We have updated our Copy Plan experience – please try it out today!

    This improvement will include 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.

    You can learn more 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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    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. 887 votes
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    134 comments  ·  Microsoft Planner - Feedback Forum » General  ·  Flag idea as inappropriate…  ·  Admin →

    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

    Jim McClafferty supported this idea  · 
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    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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