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Microsoft

The other day I was asked by a customer how they could move a plan from one Microsoft Team to another. Over time they wanted to be able to surface an existing Plan that resides in Team and then render it in another but there did not seem to be an easy way.

In this episode of Show Me How I demonstrate how to quickly leverage the Website tab to pull in an existing Planner Plan and add it quickly as a Tab within any given Team.

Learn more about Microsoft Teams and Microsoft Planner with the resources below.

 

13 Comments
Occasional Contributor

Hi @Mike Gannotti, long time no talk. Hope you are well.

 

I'm glad you mentioned the big proviso to the hack above - that of permissions. If the link is to a public plan, then no great problem. But if it is to a private plan, it could get squishy. What's your recommendation for how to provide permissions to a non-public plan, and do you have a sense if the Planner product team is working on the ability to migrate a plan across Office 365 groups?

Microsoft

Absolutely @Michael Sampson. If a non public plan then you would need to set the permissions accordingly for the plan being shared. Not ideal but for now would at least give you access across one or more additional Teams. As to whether the Planner team is looking at ability to migrate across Groups/Teams as there is nothing published I really can't comment on it. If a customer of mine has such questions I could discuss with them what may or may not be being looked at as well as connect them to the team directly to discuss. But not at liberty to comment one way or another in this setting.

 

Contributor

@Michael Sampson I think there are many organizations that are hoping for plan templates, which might help with your concern about copying a plan across groups.  Last year at Ignite the Planner team mentioned they had that on their roadmap, so hopefully in a couple weeks at Ignite we'll get an update on their progress.   https://youtu.be/DKsyIj4vYwM?t=2227

Occasional Contributor

Thanks for the answer @Mike Gannotti; here's hoping we see some more goodness in this space shortly. @Eric Davis - agreed. Templates would be great for Planner.

Microsoft

@Eric Davis and @Michael Sampson Here's looking forward to seeing what goodness the Planner team has in store for Ignite. I myself am also looking forward to any announcements they may have.

Occasional Visitor

I want to use one plan as a template plan for several teams.  I then want to allow each of these teams to leverage off of this template and modify and create their own unique plan.  So, my question is, if I use this website method of adding a plan to a team and I then modify that plan within the team, will I also be modifying my template and anyone else who has linked to this plan will also see the changes.  If this is the case, then you have not solved my problem of being able to reuse and leverage off of a template plan - something that many project managers like to do.  I will test this out, but would appreciate any feedback here as well.  Thanks.  

Microsoft

@beverly the short answer is there is not really a template. You can share a single plan (not a template) across multiple Teams and if you change it in place will reflect changes elsewhere but also all Teams will see all of the plan in its entirety

Occasional Visitor

Does Microsoft have this in their roadmap as a needed feature?  If so, when can we expect this?  I have a work around in mind, but it is somewhat ugly.

 

Microsoft

@Beverly23 The roadmap can be seen here. Other than what is published I would have no additional insight as I am not a member of the Product Group https://www.microsoft.com/en-us/microsoft-365/roadmap?filters=Planner 

Microsoft

@Beverly23 Looking through the list I see the copy plans but that is not the same as a template with connections from a plan generated back to the orginal. That is functionality within Project Online 

Occasional Visitor

So, the capability to copy a planner plan from one team to another is due to be released in Q1?  Assuming that should be 2020 rather than 2019, correct?  I don't need connections from one plan to another.  I just want to have a basic plan that my team can copy and then modify for their purposes in their own team.  I don't need to be connected to their modifications.  Just don't want them to have to recreate the base plan every time.  Sounds like copy plan would provide this.

 

Microsoft

@Beverly23 If you go directly to the Planner Plan then click on the three dots indicate in image I am adding here you should see the Copy Plan option as I have highlighted 

planner.png

Occasional Visitor

Yes, when I do that, I get this message:  

clipboard_image_0.png

 

Is there something I can have my admin do so that I can copy a plan from one team to another?  I can see how to copy a plan on the web and give it a new name, but there does not seem to be any way to pull the new plan into a new team.