Forum Discussion
Dean_Gross
Oct 01, 2018Silver Contributor
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...
- 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
Aug 06, 2019
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!
Adam
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!
Adam
Sam Giles
Aug 06, 2019Brass Contributor
Thank you for getting back to me Adam.
I will do as advised and navigate the uservoices.
KR