Forum Discussion
RandyD79
Jul 22, 2019Copper Contributor
One Team, Multiple Planner Tabs, One "Template" Planner
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 "template" planner ...
- Jul 23, 2019Hi RandyD79,
Did you follow the copy procedure here?
https://support.office.com/en-gb/article/copy-a-plan-50401e13-a25f-40df-93c6-b608cc28c3d4?ui=en-US&rs=en-GB&ad=GB
Microsoft state in the article that it is still perfecting the copying so this may be an inherent limitation or bug to the copy process. I can’t imagine that completing a task in one which triggers a completed task in all others is the desired result.
I would personally recommend that you raise this with Microsoft support as well as a bug on the Microsoft Planner Uservoice here
https://planner.uservoice.com/forums/330525-microsoft-planner-feedback-forum/suggestions/14744172-ability-to-copy-plans
There are some big limitations to this copy process at the moment as seen by the uservoice including across groups.
May also want to look at some alternate options including
https://www.google.co.uk/amp/s/lazyadmin.nl/powershell/duplicate-microsoft-planner-plan/amp/
My feeling here is that the functionality you need will come, and ultimately you will have templates that will be able to be copied across Teams and Channels. Yet it looks like we aren’t there yet and the alternative method above has its own limitations. I think whatever method you choose today will be limited but should hopefully be refined in time. I would vote for the uservoices, try the alternate method, provide feedback to Microsoft and try to see if you can pull it in the right direction.
Hope that answers your question
Best, Chris
Anubhav Singh (OFFICE 365)
Microsoft
Jul 24, 2019RandyD79 Perhaps you are confusing multiple tabs with multiple copies of the plan? Tabs in teams are just views into the same planner plan (if the same plan is picked for pinning in multiple tabs). That would explain the behavior you see.
FYI. creating new tabs with existing plans do not create copies of the plans.
To create copies, you must use the copy plan mechanism available through the planner web app.