Forum Discussion
Archive plan after completion
- We cannot currently archive a plan since this feature is not available in the product. You can create a Plan from a existing Group, so the answer to your second question is "Yes"
This response is from a year ago - has this feature been implemented yet or will it ever be? Need guidance on what to do with completed plans to archive. Thanks so much!
Heidi Berger it is still the case. We are a law firm, the planner is a great way to plan legal projects, yet the Law Society demands that all documentation is retained. Therefore delete is not an option.
The only option I have at the moment is to mark completed plans as my Favourites, this way they are all bundled together and you can then collapse the view so that they are effectively hidden. Not ideal, but at least they are not cluttering up the rest of the live plans until MS give us a different option.
Hey Heidi,
It looks like it still has not been developed.
You can check out this support article for best practices as far as Microsoft is concerned.
I will say you can have more than 1 plan per group now, so I would just create a new one and leave it there personally.
we too need a way to archive completed plans. we want to keep the history but want to keep our open plan list clean. If you click on My Tasks, and organize by plan, then you see the completed plans and the list becomes too big.
I would bump this thread. Our plans list is already becoming useless as we will have 2-3 plans per project and once a project is completed we do not want to destroy the history. Much like Teams has included the ability to archive a team, this feature should be added for planner
