Forum Discussion

SanEpifanio's avatar
SanEpifanio
Copper Contributor
Aug 27, 2020

Plan Templates

Hi,

 

I've already seen that currently there is no template functionality in Planner. Does anybody have an idea for a workaround how I can achieve the same?

 

I want to create a plan as model and then share this plan with a group of people that then can copy the plan and assign the task, remove, etc. in the copied plan but should not be able to change the original plan.

 

Thanks

1 Reply

  • PDostiyar's avatar
    PDostiyar
    Bronze Contributor
    Aug 30, 2020

    SanEpifanio  The easy workaround is to use the copy option copy the plans from your current planner to the name planner, i know it is like creating a new planner but this one is easy as it is a copy step.