Jul 22 2019 03:02 PM
We have a team that works with multiple projects, and we want to be able to appropriately track each. Each project has multiple identical steps. I thought that we could create one "template" planner to use when creating new planner tabs, as that is an option.
For clarity, we have sites that we need to set up across the country, Site A might go to Joe, Site B might go to Bob, both need to have the exact same steps, but Site A may open in June, Site B opens in August, so the steps don't happen at the same time.
While we can make copies of the template, completing a task in any of the planners, completes the task in every single other planner as well. Is there something that I am missing? We would rather not have to constantly create task after task when they are identical, especially for the number of these that we need to do.
Jul 22 2019 05:53 PM - edited Jul 22 2019 06:04 PM
SolutionJul 23 2019 08:43 AM
Jul 23 2019 09:25 PM
@RandyD79 Perhaps you are confusing multiple tabs with multiple copies of the plan? Tabs in teams are just views into the same planner plan (if the same plan is picked for pinning in multiple tabs). That would explain the behavior you see.
FYI. creating new tabs with existing plans do not create copies of the plans.
To create copies, you must use the copy plan mechanism available through the planner web app.
Jul 23 2019 09:28 PM
Jul 22 2019 05:53 PM - edited Jul 22 2019 06:04 PM
Solution