Forum Discussion
Planner Roadmap - Copy Plan
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
Joanna Parkhurst Hi, thank you for the 'copy plan' feature in Planner - when will we be able to copy plans or even see plans created outside Teams when using the Planner app in Teams? ;)
Alison Harris Glad to hear you like the new feature! We're still exploring how this should behave in Teams, but definitely want to pursue this improvement. How would you use Copy plan in Teams?
Joanna Parkhurst Thank you Joanna. I need to create a Planner from within a channel in Teams to manage the creation of online courses. Each course has its own channel with Conversations, Notes, Files and Planner. In Planner I can now copy the 'master course creation plan' and all its associated tasks with the click of a single button (Thanks! ;) But I can't do this from within Teams, or indeed, select a duplicated plan from Planner - they don't appear on the selection list :'(
We do the same thing but for us to is opening a new office, moving an office to a new location or remolding an office. We have one Team for the Facilities Management and a new channel for location. The planner for each type of major mod to a location is the same regardless of the location.
So, when an office moves location, we would like to pull from the move office planner template. In the same way if we open a new location, we would like to pull from the new office planner template.
- HowardCrow
Microsoft
Oh, that is cool. Thanks for the scenario - it is very helpful to have a real world use case we can use.HowardCrow Do let me know as soon as it is possible to copy plans from within Teams, please ;)
It will make course creation so much easier - Thanks
As I see it the ideal scenario would be for the Teams User to be able to select any Planner plan and duplicate it entirely including buckets, cards (with titles and, assignees. I would want the ability to select whether or not to keep those individuals who were previously assigned to the origin task or not as an option. Obviously, dates will have to be cleared in the duplicate. You might also provide the option of saving a Plan as a Template, then the user would have the option of selecting whether they duplicate an existing template they created or a previous plan. Joanna Parkhurst
- HowardCrowWhat is the scenario for keeping the original assignees? tx
Thomas Stockwell in addition to the above functionality, we should have the ability to set a destination for the copied plan, i.e., into any Team of which we are member.
