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
Dean_Gross Joanna Parkhurst HowardCrow
Is there any update on the duplication of Plans & their buckets within a Team, in particular when adding new Channels within that Team.
When new channels are created, and you add the Planner tab, if you select the 'use an existing plan for this team', for example 'Plan template 1', when you change the tasks, it changes them in the 'Master'.
Having the ability to duplicate a plan from say a master template, from within the same Team, in several Channels, is critical for our business processes instead of copying task by task. Currently, the copy plan function in the app gives you a new Team/Group provision.
From what I can see this is not possible, if im incorrect, please advise.
Many Thanks
- Correct! You can only copy tasks or an entire plan , but the latter creates a new office 365 group!
When you add a plan from a channel you either use the existing group plan or create a new sub plan - from scratch!
There are several uservoices for this scenario regarding using a template instead here:
https://planner.uservoice.com/forums/330525-microsoft-planner-feedback-forum?query=Copy%20plan
I’ll suggest you vote for the relevant uservoices!
Let’s hope the planner team can add further info on this!
AdamThank you for getting back to me Adam.
I will do as advised and navigate the uservoices.
KR
