Home

Copy tasks between Plans in Planner

Hello!

 

This may be a controversial stance, but, I actually love Mondays. It's a chance to start fresh, get organized, and set new goals! My Monday morning routine always consists of: coffee, sorting through emails, and organizing my Planner Plans. In that order. 

 

I've got a few favorite Plans that I'm constantly switching between. Of course, the work contained in each isn't perfectly separate and often overlaps. For instance, I have a new idea so I create a task in my 'Ideas' board. Let's say, every time someone completes a task, a little dinosaur pops out of the corner and eats the task.

 

Dinosaur eating Planner-01.png

 

I add details to that task, and soon it's ready to become a work item to collaborate on! Until now, I've needed to manually copy over my tasks. Two windows, copy/paste, that kind of thing. Now that I can chose which plan (and bucket) I want a copy of my task to land in, I can send it over to the right place. Now my dinosaur idea has a beautiful spot on my 'Feature Wish List' board!

 

Copy task dialogue.JPGWe'll be exploring and expanding the ways in which you and your team can organize work in Planner, and hope this will be a helpful step forward. Here's an article to learn more about this feature: https://go.microsoft.com/fwlink/?linkid=872349

 

Let us know what you think below!

 

Cheers, 

Jo

10 Comments

Thx for the  enhancement . It will be  really useful.

waiting for the day  when i can sync planner tasks  with outlook!!

New Contributor

This is great but i really wish it would copy comments too. There doesn't seem to be a way to copy comments between different tasks. This is unfortunate when a task gets corrupted like one i am dealing with now.

 

In the future i will want to copy a range of tasks to different planners in different teamsites due to splitting up some work and being able to carry over historical comments would be fantastic. copy and pasting isn't as readable.

Contributor

Nice

Occasional Contributor
Very handy! Thank you!
Regular Visitor

Great feature! Now I can create template tasks and copy them to other boards. 

Wish you also would add a move feature between plans

Great progress, but anxiously awaiting the ability to have either template plans or the ability to simulate templates by copying an entire planner board. Our launch checklist for a new client, for instance, is well over 100 tasks (and countless subtasks). For now, that means continuing to use Basecamp...

Occasional Visitor

Hello I have noticed when I use an existing plan that it has a direct link to the planner I copied so anything i change will effect all plans. When will there be a copy planner function that will be unlinked to the plan being copied.  PS love the functionality but badly need the copy plan function as I have over 100 standard tasks for every project.  

Thanks for the feedback! 

 

We are working on providing the ability to copy plans as a next step from Copy task to another plan. You can view our progress/updates on our UserVoice thread here: https://planner.uservoice.com/forums/330525-microsoft-planner-feedback-forum/suggestions/14744172-ab...

 

-Joanna Parkhurst

Occasional Visitor

This is amazing! Thank you. I love the copy task feature! I am struggling with the planner now that we are actively using this tool as part of our project planning workflow. To give you an example, our team has a sprint planning board + project boards. I would like to either move the task from the project board to the sprint (along with all of the contents on the card) or have that same content exist in both places. It would be great for those tasks to sync. Right now if I update a task within my sprint, it doesn't update on the project board. The reason I am keeping it separate is because I would like to measure project success through the schedule and chart for each specific project. Right now, there aren't tags. So if I add it to the sprint board, then I will be able to measure it within the sprint but not look at the project as a whole.  Thank you for listening!

Occasional Visitor

Awesome. However it would be even better if the tasks would be synced between different plans. I would love to as a manager create task in Overview Plan, and then move it to specific team plan like Software Plan or Mechanical Plan but also still be able to track the progress from the Overview Plan.

 

It would be also awesome if it would be possible to export data from planner for monthly progress report.