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Dean_Gross's avatar
Dean_Gross
Silver Contributor
Oct 01, 2018

Planner Roadmap - Copy Plan

Joanna Parkhurstin your BR2393 presentation at Ignite you mentioned that the ability to Copy a Plan is coming soon. Will this include comments on Tasks? How soon is soon?   I have a customer that w...
planner
  • HowardCrow's avatar
    HowardCrow
    Oct 11, 2018

    Dean_Gross Dean we won't be copying the 'content' of the plan, just the structure. It is not intended to be a migration tool. We are focused on the 'template scenario' where I want to reuse the structure, buckets, tasks, checklists from one plan in a new plan. so we actually 'clean out' the plan and reset it to a 'blank' state.

     

    sorry it doesn't help your problem 100%, but that is how it will work

Alison Harris's avatar
Alison Harris
Copper Contributor
Oct 29, 2018

Hi

When will we be able to copy plan structures please?

I design multiple online courses and need to be able to quickly set up plans from a template plan that I have made with our 'new course design process' task buckets ready to go . . .

Currently, I have to create a plan and copy the individual buckets across from one plan to the other

How will we be advised that this feature is available to use?

Kind regards

Alison

HowardCrow's avatar
HowardCrow
Icon for Microsoft rankMicrosoft
Oct 29, 2018

Alison Harris we are finishing up all the testing and making sure that the feature is robust and stable before shipping. its always a little hard to predict, but we will post an update here when its ready

  • Thierry1200's avatar
    Thierry1200
    Copper Contributor
    Jun 04, 2020

    Hi,

    Is it ready now ?

     

    Thierry

    • SanthoshB1's avatar
      SanthoshB1
      Bronze Contributor
      Jun 04, 2020

      Thierry1200 Copyplan feature is available in Planner now. But it can copy the plan to the new group and not to the existing Groups. You need to use third-party apps to do this. 

  • Thomas Stockwell's avatar
    Thomas Stockwell
    Brass Contributor
    Jan 24, 2019

    HowardCrow, any update on the development status of this deliverable? It's been nearly 3 months since the last update on this topic. - Best, Tom

    • Cian Allner's avatar
      Cian Allner
      Silver Contributor
      Jan 24, 2019

      The Copy Plan feature was added to the Microsoft 365 roadmap recently 'in development', here, the release is expected Q2 2019.

       

      Featured ID: 45945

       

      "Microsoft Planner users will be able to copy a plan. This feature helps users reuse the buckets and tasks to repeat a project or process."

      • john471's avatar
        john471
        Copper Contributor
        Feb 07, 2019

        This Roadmap item (#45945) does not show up when searching the Roadmap for Microsoft Planner items, presumably because there is nothing listed in the 'Product' box.  Perhaps this should be updated?

         

  • Alison Harris's avatar
    Alison Harris
    Copper Contributor
    Oct 29, 2018

    Thank you Howard, I await your update in eager anticipation! . . . 

     

     

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