Forum Discussion
Planner tasks "template" for same tasks monthly
The finance department would like to have month end tasks to accomplish, pay xyz, update finance, etc. A lot of the tasks are the same and they'd like to have a Planner task / plan that has a few hu...
Kidd_Ip that is not a template. Yes I can go creative and program the whole thing via graph or power automate or whatever, but that would not be a simple template and will require extra maintenance.
- I too would prefer to have the simple template approach... as a very small team with no dedicated IT, or even a real 365 expert among us, nor the time to learn and experiment (and not much budget to be hiring lots of external consultants), Planner templates would be ideal.
For now, I've been thinking of creating a plan that we won't use except to copy it when we need a "new" version of it. What I'm not sure of is whether there may be any particular downsides to this approach.
