Caroline
My feedback
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77 votes
Hi everyone!
I’d like to better understand the ask for creating plans from Microsoft Flow. What scenarios/flows would you create with this action?
Thank you!
An error occurred while saving the comment Caroline
supported this idea
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904 votes
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
Caroline
supported this idea
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Scenario:
When a new project is confirmed by an Account Manager, a "Prep" plan is created by some trigger in MS Flow (either an email, a specific Teams message, or manually, etc). This would have a specific set of tasks already populated for "Prep" scenarios.
Same for when the a project is completed, another message from the Account Manager would trigger a "De-Prep" plan to be created so the appropriate tasks are completed afterward.