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Microsoft Planner Template
Good morning, We have a team that works with multiple projects, and we want to be able to appropriately track each. Each project has multiple identical steps. I thought that we could create one ...
- Hi!
What you are talking about is not really a template feature but really only that you add the same plan to multiple channels..therefore everything you do in one channel will affect all others disincentive it’s the same.
There is no template function at the moment except from copying a plan which then creates a whole new group (team) so you can’t add it to the same team. Except from adding a website tab and link to it)
You can copy tasks though easily so you could just add another plan in the team by selecting new plan in the same team and then copy over tasks..
There is a uservoice here for templates! It’s actually under development!! Please go vote for it:
https://planner.uservoice.com/forums/330525-microsoft-planner-feedback-forum/suggestions/11332998-provide-the-ability-to-create-plan-templates-with
Adam
It is in rolling out phase see the Microsoft roadmap see attached file
If you want to see the feature earlier... youcan ask your admin to add your users as Targeted release
looks like what they're rolling out does not include the ability to create custom plan templates. That's disappointing.