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MrB27's avatar
MrB27
Copper Contributor
Oct 16, 2025

Notifying team members of new planner?

Hi

Very new to Planner and the whole Microsoft environment....so learning as I go!

I'll give the context of how I intend to use Planner:

We are a school who from time to time gets new students and there are various tasks to be peformed by different people to ensure the student is enrolled fully.  I have created a 'New Student' Planner which I intend to use as a template ie - whenever a new student arrives, I'll copy the Planner template and rename it to the student's name. 

 

I'm assuming this is an OK and most efficient way to do this? Assuming it is - how can I automatically/easily notify the members of the Planner that there is a new student/Planner in place and as such they need to go into Planner and start their part of the enrolment  process.  The only logical way I can see is to copy the link for the new planner, paste it into an email and then email the relevant people.  This does seem a little 'clunky.'  Ideally I'd like it that as soon as the Template is duplicated and renamed - the creation of this Planner automatically notifies the members that it exists....but I don't think this can happen?

 

Any help greatly appreciated

Mr B

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