Forum Discussion
Rajat_Sahu
May 26, 2020Copper Contributor
Planner Integration with team
Hi,
Request How to add a new plan from Planner hub.
- I have a plan Template created with 90 task which recur every month.
- I copied the plan from Template and wanted to add the new plan to a Team.
When I am trying to add the new created plan from template, it does not show in the planner existing plan.
2 Replies
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- rachelcackleberryCopper Contributor
Rajat_Sahu I would agree with jhubbard but also checking if the template is in a different Team? You will only be able to access Planners in the same team
- jhubbardCopper Contributor
Rajat_Sahu so you have already had planner change to Tasks -- I'm a government client (GCC) so we still see Planner where you see Tasks. It may be that because of this change to Tasks that it isn't reading the template - since it's not the same anymore?