Beverly Fielding

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

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    1071 comments  ·  Microsoft Planner - Feedback Forum » General  ·  Flag idea as inappropriate…  ·  Admin →
    Completed  ·  AdminPlanner Team (Product Manager, Planner) responded

    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

    An error occurred while saving the comment
    Beverly Fielding commented  · 

    What do you mean by a group? Are you referring to a team?

    An error occurred while saving the comment
    Beverly Fielding commented  · 

    I'm not sure if this covers what I need. I want to have a template plan, say it is called "customer onboarding" and it is located in a Team called "Templates." When I get a new customer, say named "Smith Company," I want to create a team called "Smith Company" and I want to copy the template plan called "customer onboarding" from the Team called "Templates" to the team called "Smith Company." I then want to change and customize the plan in Smith Company team while leaving the template plan intact in the team call "Templates."

    Beverly Fielding supported this idea  · 

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