Is there is a way to create a template plan in Planner.

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Occasional Contributor

We want to have a specific plan template with standard buckets and tasks that they can just add due dates and assignments too. We are trying to manage a routine process that's integral to our business by using Planner, but the process never varies so we want to be able to set up a new plan for each instance. Any suggestions, ideas?

19 Replies
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Currently no, Planner is very basics and has no API's etc. to use right now. We are still waiting for Task assignment notifications.......
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Planner may not have it's own API but the Graph has everything you need to create/export Buckets, Tasks etc.

 

Here is a good blog on an example on how to use it: https://blogs.msdn.microsoft.com/brismith/2017/10/23/microsoft-planner-a-change-management-solution-...

 

https://developer.microsoft.com/en-us/graph/docs/api-reference/beta/resources/planner_overview

 

For example we have created a simpel PowerShell-script that exports a given Plan's Buckets and Tasks to a simple json format and then another script to import them to an empty plan.

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By the way, Planner Templates are supposed to come at some point as announced at Ignite
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well crap. learn something everyday lol, this is first I've seen this and I'm usually on point with what is and isn't available :P.
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The only way I know is to copy each task in a new plan.

 

 

https://share.vidyard.com/watch/3vBkSVtjAWh2gduNuriUsd

 

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@Michelle Reis

What results have you heard its now August 2019, and i still have not heard anything more about this feature or if there is a way to do this.

 

You would think that the ability to create a 'Template' project and import it would have been addressed.

The flagship or template for the application for this should have been Microsoft Project, and this is a supported feature that has been in the application for quite some time.

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@wallye you can copy plans, you can export your tasks but you can not import a plan. Nor is there a template yet in Planner. We checked uservoice and found this: 

 

Provide the ability to create Plan templates with existing tasks that can then be used to create a new plan

Rather than having to create every plan from scratch it would be good if the system allowed for the creation of Templates with pre-existing tasks (like in Word/Excel). This would allow a new plan and its tasks to be created from a template saving a lot of time.

 
 
responded  ·  August 12, 2019

Thanks for your feedback on Copy plan!

We’re planning on pursuing the following improvements to copy plan:
1) Enable users to copy a plan within an existing group
2) Copy plan in Teams

Currently we are booked through November working on three BIG initiatives but should have an update on scheduling soon after.

In the meantime, we’d love to hear how you’re currently using copy plan and any other improvements we should pursue.

Thanks again for your patience and feedback!

-The Planner Team

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@Michelle Reis Excellent! Once templates are added, Planner will be useful for us.  Such an obvious thing to have.  

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has there been any advancements in this yet? @Michelle Reis 

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@Michelle ReisI am wondering if  you have heard any update on Templates for Planner particularly in MS Teams.

 

We currently have created a plan within a Team and we can copy that team but we then can't attach that to a new team other than via a website link.  And it seems that when we create the copy - it is actually creating a new office 365 group and it is then not linked to our new Team as it would be if it was "created" from within the new team.  Templates seem like such a fundamental function across so may office products word, excel, outlook and powerpoint.  It will be great when this is working well.

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I am amazed that there still seems to be no solution for templates in planner, or to import a list of tasks from an excel doc. Seems like a full time job to figure out a workaround via Flow. Ugh

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Looks like a Copy Plan feature was introduced in March 2019. Seems like you could create a plan template in Planner and copy it into projects/channels as needed. I'm going to try this.

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@kyleg2020 - Could you tell me how you copied your plan(s)?

 

For my needs I'd like to be able to copy a plan to any channel within any Team. I'm trying to find a way to create a "template" that others within my organization would be able to copy to their Teams. 

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@Derek_Kindig 

While in Planner, I have my Planner Hub selected.  My template is favorited.  Click the (...) in the upper right-hand corner of the preview.  Select Copy Plan.  Depending on how much information and items are in your plan template will determine how long it will take the system to create a copy.  *Note, be sure to change the name of your copy so you can track which plan/project this might refer too.

 

My wish was for this to plug directly into a Teams channel, however, that capability is not yet available to my knowledge.  However, in Teams, you can add Planner and dock it to the left side navigation panel for quicker access while still in teams versus having another browser open.

 

I hope @microsoft can add this feature to teams...........ASAP!

 

 

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Completely agree. I'm actually surprised this hasn't been implemented considering the benefit it would bring to users.
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@Michelle Reis the copy plan is not compatible power automate.  The ability to create a template that PA can access would be helpful 

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Would it be ok for you to share the script? I would love to use this for our system.