May 12 2020 11:44 PM
Good morning,
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.
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.
Thank you in advance,
Julia
May 12 2020 11:58 PM
SolutionMar 31 2021 07:09 AM
Jul 14 2021 04:02 PM - edited Jul 14 2021 04:05 PM
I landed on this page looking for a similar feature. I'm not sure when they added this, as I haven't looked for a year or more, but it look like this feature works. The "Copy Plan" feature has turned Planner from burden to a powerful tool for us:
https://support.microsoft.com/en-us/office/copy-a-plan-50401e13-a25f-40df-93c6-b608cc28c3d4
Note that the copy must be done from tasks.microsoft.com - the article above isn't 100% clear on that. Once copied to a new Team, you can add it to your channel through the normal method.
Dec 30 2021 09:11 AM
@Phortieteaux tasks.microsoft.com takes me to Outlook for some reason, did the route change?
Sep 23 2022 01:22 PM
I believe this should be tasks.office.com, not .microsoft.com
Feb 08 2023 01:30 PM
@adam deltinger there are new Templates rolling out in Microsoft Planner. You can see more details in this short video I recorded https://youtu.be/4pd0xbvZOm8
Apr 12 2023 11:13 AM
@Ami_diamondwhere can i find the template. When creating a new plan I do not get the template option.
Apr 12 2023 11:42 AM
It is in rolling out phase see the Microsoft roadmap see attached file
If you want to see the feature earlier... youcan ask your admin to add your users as Targeted release
Apr 14 2023 09:56 AM
Apr 14 2023 10:07 AM
Nov 29 2023 02:34 AM
@Ami_diamond I cannot find planner templates. Its the same in all browsers. There is no option to choose a template when creating a new one.
We are situated in Sweden.
What could be the issue?
Thanks in advance
Peter