Forum Discussion
Planner Bucket Templates
I'd like to know if it's possible to create bucket templates I have a finance client that uses the same task flow for each client they setup, and they want create new buckets based on the same tasks each time, rather than having to create a bucket and setup the same tasks every single time.
19 Replies
Any updates as to this feature becoming standard within planner/buckets/teams?
I'm having to resort to sticking with Basecamp until this (What seems like a standard PM feature) becomes available in Teams...
Shame.
- It’s currently in development and according to MS , in the last stages as well!
https://planner.uservoice.com/forums/330525-microsoft-planner-feedback-forum/suggestions/11332998-provide-the-ability-to-create-plan-templates-with
Adam- This crucial feature has been “in progress” since 2016. When is Microsoft going to actually add the feature that has been available through third parties since prior to 2016?
- I'm looking for something similar, I sat down with a client recently who was a big user of Trello and was looking to move to use Planner so they can keep tasks within Office 365. The only thing holding them back was that Trello gave them the ability to copy a board, which in Planner is currently not an option.
Is there an API that can be hooked into to create tasks in a plan?- It would appear that the answer is yes, thanks to @PaoloPia on Twitter.
You can use the Microsoft Graph API to create new Tasks in Planner
https://graph.microsoft.io/en-us/docs/api-reference/beta/resources/task- Ideed Santosh's App is using that API behind the scenes...
- Hi, You can able to create bucket templates in excel and import it to any plan you create by using the add-in Apps4.Pro Planner.
- Hi Santhosh, I watched the video on this site: http://apps4.pro/ Very curious to know how to create a bucket template in excel that my customer can reuse and import into a new bucket each time they create a new bucket for a client. Thanks.
- Short answer is: currently no...but Microsoft is working to brimg the concept of templates to Office 365. No ETA defined yet
I've been waiting for this as well. I found a couple of uservoice suggestions on the matter whichare not getting enough attention:
https://microsoftteams.uservoice.com/forums/555103-public/suggestions/38015152-bucket-template-in-planner
https://planner.uservoice.com/forums/330525-microsoft-planner-feedback-forum/suggestions/19394938-duplicate-or-template-tasks-cards-or-buckets
