Archive Feature in Planner

%3CLINGO-SUB%20id%3D%22lingo-sub-675227%22%20slang%3D%22en-US%22%3EArchive%20Feature%20in%20Planner%3C%2FLINGO-SUB%3E%3CLINGO-BODY%20id%3D%22lingo-body-675227%22%20slang%3D%22en-US%22%3E%3CP%3EWill%20there%20be%20an%20archive%20feature%20in%20the%20near%20future%20to%20save%20completed%20Plans%3F%26nbsp%3B%3C%2FP%3E%3C%2FLINGO-BODY%3E%3CLINGO-SUB%20id%3D%22lingo-sub-675311%22%20slang%3D%22en-US%22%3ERE%3A%20Archive%20Feature%20in%20Planner%3C%2FLINGO-SUB%3E%3CLINGO-BODY%20id%3D%22lingo-body-675311%22%20slang%3D%22en-US%22%3EHello!%20We%20don't%20have%20any%20near-term%20plans%20for%20this%2C%20but%20would%20love%20to%20hear%20more%20about%20this.%20How%20would%20you%20use%20%22saving%22%20or%20%22archiving%22%20a%20plan%3F%20To%20get%20it%20off%20of%20your%20Planner%20hub%3F%20To%20freeze%20changes%3F%3C%2FLINGO-BODY%3E%3CLINGO-SUB%20id%3D%22lingo-sub-675320%22%20slang%3D%22en-US%22%3ERe%3A%20RE%3A%20Archive%20Feature%20in%20Planner%3C%2FLINGO-SUB%3E%3CLINGO-BODY%20id%3D%22lingo-body-675320%22%20slang%3D%22en-US%22%3E%3CP%3EFor%20people%20who%20deal%20with%20a%20large%20volume%20of%20projects%20it%20becomes%20cumbersome%20to%20have%20to%20see%20all%20the%20Plans%2C%20even%20ones%20that%20are%20no%20longer%20active.%20Oftentimes%20deleting%20them%20is%20not%20something%20we%20want%20to%20do%20straightaway.%26nbsp%3B%3CA%20href%3D%22https%3A%2F%2Ftechcommunity.microsoft.com%2Ft5%2Fuser%2Fviewprofilepage%2Fuser-id%2F73630%22%20target%3D%22_blank%22%3E%40Joanna%20Parkhurst%3C%2FA%3E%26nbsp%3B%3C%2FP%3E%3C%2FLINGO-BODY%3E%3CLINGO-SUB%20id%3D%22lingo-sub-675327%22%20slang%3D%22en-US%22%3ERe%3A%20RE%3A%20Archive%20Feature%20in%20Planner%3C%2FLINGO-SUB%3E%3CLINGO-BODY%20id%3D%22lingo-body-675327%22%20slang%3D%22en-US%22%3E%3CP%3EHi%20and%20okay%20I%20can%20let%20my%20team%20know.%20We%20would%20like%20to%20get%20them%20off%20the%20Planner%20hub%20and%20then%20have%20a%20way%20to%20save%20completed%20plans.%20Some%20of%20my%20team%20members%20get%20anxious%20over%20deleting%20an%20old%20Plan.%3C%2FP%3E%3C%2FLINGO-BODY%3E%3CLINGO-SUB%20id%3D%22lingo-sub-675382%22%20slang%3D%22en-US%22%3ERe%3A%20RE%3A%20Archive%20Feature%20in%20Planner%3C%2FLINGO-SUB%3E%3CLINGO-BODY%20id%3D%22lingo-body-675382%22%20slang%3D%22en-US%22%3E%3CP%3E%3CA%20href%3D%22https%3A%2F%2Ftechcommunity.microsoft.com%2Ft5%2Fuser%2Fviewprofilepage%2Fuser-id%2F73630%22%20target%3D%22_blank%22%3E%40Joanna%20Parkhurst%3C%2FA%3Ethe%20ability%20to%20archive%20old%20projects%20is%20a%20big%20need.%26nbsp%3B%20Planner%20was%20designed%20for%20smaller%2C%20short-term%20projects%20wasn't%20it%3F%26nbsp%3B%20The%20lack%20of%20an%20option%20to%20archive%20inactive%20projects%20is%20a%20must%20%3A)%3C%2Fimg%3E%3C%2FP%3E%3C%2FLINGO-BODY%3E%3CLINGO-SUB%20id%3D%22lingo-sub-675794%22%20slang%3D%22en-US%22%3ERe%3A%20RE%3A%20Archive%20Feature%20in%20Planner%3C%2FLINGO-SUB%3E%3CLINGO-BODY%20id%3D%22lingo-body-675794%22%20slang%3D%22en-US%22%3E%3CP%3E%3CA%20href%3D%22https%3A%2F%2Ftechcommunity.microsoft.com%2Ft5%2Fuser%2Fviewprofilepage%2Fuser-id%2F336344%22%20target%3D%22_blank%22%3E%40AlexH980%3C%2FA%3E%26nbsp%3B%3CA%20href%3D%22https%3A%2F%2Ftechcommunity.microsoft.com%2Ft5%2Fuser%2Fviewprofilepage%2Fuser-id%2F355974%22%20target%3D%22_blank%22%3E%40KatherineUK%3C%2FA%3E%26nbsp%3B%3CA%20href%3D%22https%3A%2F%2Ftechcommunity.microsoft.com%2Ft5%2Fuser%2Fviewprofilepage%2Fuser-id%2F268552%22%20target%3D%22_blank%22%3E%40HCRMC%3C%2FA%3E%26nbsp%3B%3CBR%20%2F%3E%3CBR%20%2F%3ESo%20it%20sounds%20like%20the%20need%20for%20%22Archiving%22%20is%20mostly%20around%20being%20able%20to%20mark%20a%20Plan%20as%20%22done%22%20and%20remove%20it%20from%20the%20%22Recents%22%20section%20in%20the%20Planner%20hub%3F%3CBR%20%2F%3E%3CBR%20%2F%3E%3CA%20href%3D%22https%3A%2F%2Ftechcommunity.microsoft.com%2Ft5%2Fuser%2Fviewprofilepage%2Fuser-id%2F336344%22%20target%3D%22_blank%22%3E%40AlexH980%3C%2FA%3E%26nbsp%3B-%20yes%20it%20is%20intended%20for%20more%20short-term%20projects%2C%20but%20just%20looking%20to%20understand%20why%20exactly%20users%20want%20to%20archive%20a%20project.%20Is%20it%20to%20remove%20it%20from%20the%20view%3F%20Or%20to%20freeze%20a%20plan%3F%20Then%20we%20can%20design%20a%20solution%20that%20solves%20the%20real%20user%20problem%20%3A)%3C%2Fimg%3E%3C%2FP%3E%3C%2FLINGO-BODY%3E%3CLINGO-SUB%20id%3D%22lingo-sub-675984%22%20slang%3D%22en-US%22%3ERe%3A%20RE%3A%20Archive%20Feature%20in%20Planner%3C%2FLINGO-SUB%3E%3CLINGO-BODY%20id%3D%22lingo-body-675984%22%20slang%3D%22en-US%22%3EBoth%20locking%20and%20removing%20a%20plan%20from%20view%20(via%20archive)%20would%20be%20the%20desired%20outcome%20for%20me%20%3A).%20One%20probably%20shouldn't%20be%20able%20to%20modify%20an%20archived%20plan%20so%20I%20envisioned%20it%20being%20in%20read-only%20mode.%3C%2FLINGO-BODY%3E%3CLINGO-SUB%20id%3D%22lingo-sub-676007%22%20slang%3D%22en-US%22%3ERe%3A%20RE%3A%20Archive%20Feature%20in%20Planner%3C%2FLINGO-SUB%3E%3CLINGO-BODY%20id%3D%22lingo-body-676007%22%20slang%3D%22en-US%22%3E%3CP%3EYes%2C%20that%20would%20be%20awesome!%20My%20team%20would%20really%20appreciate%20that.%26nbsp%3B%3C%2FP%3E%3C%2FLINGO-BODY%3E%3CLINGO-SUB%20id%3D%22lingo-sub-1408165%22%20slang%3D%22en-US%22%3ERe%3A%20RE%3A%20Archive%20Feature%20in%20Planner%3C%2FLINGO-SUB%3E%3CLINGO-BODY%20id%3D%22lingo-body-1408165%22%20slang%3D%22en-US%22%3E%3CP%3E%3CA%20href%3D%22https%3A%2F%2Ftechcommunity.microsoft.com%2Ft5%2Fuser%2Fviewprofilepage%2Fuser-id%2F73630%22%20target%3D%22_blank%22%3E%40Joanna%20Parkhurst%3C%2FA%3E%26nbsp%3BJust%20thought%20I'd%20add%20a%20possible%20use-case%20for%20you%20to%20think%20about.%26nbsp%3B%3C%2FP%3E%3CP%3E%26nbsp%3B%3C%2FP%3E%3CP%3EIn%20our%20organisation%2C%20we%20use%20planner%20to%20track%20work%20on%20a%20project.%20As%20we're%20a%20large%2C%20public%20organisation%2C%20we%20need%20to%20have%20archives%20of%20work%20done%20so%20we%20can%20refer%20back%20to%20decisions%20that%20were%20made%20on%20a%20something%20even%20after%20the%20'project'%20phase%20might%20be%20over.%26nbsp%3B%3C%2FP%3E%3CP%3E%26nbsp%3B%3C%2FP%3E%3CP%3EThis%20is%20because%3A%3C%2FP%3E%3CP%3E%26nbsp%3B%3C%2FP%3E%3CP%3E1.%20We%20need%20to%20be%20accountable%20to%20the%20public%20on%20many%20projects%3C%2FP%3E%3CP%3E2.%20We%20need%20a%20way%20to%20be%20able%20to%20remember%20why%20we%20made%20decisions%20in%20the%20past%2C%20especially%20when%20we%20revisit%20an%20area%20of%20our%20website%20or%20an%20app%20that%20hasn't%20been%20worked%20on%20for%20a%20while.%3C%2FP%3E%3CP%3E3.%20New%20team%20members%20might%20also%20need%20to%20be%20able%20to%20check%20why%20things%20were%20done%20a%20particular%20way%20on%20an%20old%20project.%3C%2FP%3E%3C%2FLINGO-BODY%3E%3CLINGO-SUB%20id%3D%22lingo-sub-1475110%22%20slang%3D%22en-US%22%3ERe%3A%20RE%3A%20Archive%20Feature%20in%20Planner%3C%2FLINGO-SUB%3E%3CLINGO-BODY%20id%3D%22lingo-body-1475110%22%20slang%3D%22en-US%22%3E%3CP%3E%3CA%20href%3D%22https%3A%2F%2Ftechcommunity.microsoft.com%2Ft5%2Fuser%2Fviewprofilepage%2Fuser-id%2F336344%22%20target%3D%22_blank%22%3E%40AlexH980%3C%2FA%3E%26nbsp%3BYes%2C%20this%20is%20exactly%20what%20my%20team%20was%20looking%20for%20as%20well.%20An%20archive%20section%20would%20be%20great!%26nbsp%3B%3C%2FP%3E%3CP%3E%26nbsp%3B%3C%2FP%3E%3CP%3EPlus%20an%20area%20to%20open%20it%20up%20again%20or%20replicate%20in%20case%20you%20have%20to%20go%20back%20to%20it.%26nbsp%3B%3C%2FP%3E%3CP%3E%26nbsp%3B%3C%2FP%3E%3CP%3ESide%20note%2C%20it%20would%20be%20great%20to%20be%20able%20to%20edit%20comments.%26nbsp%3B%3C%2FP%3E%3C%2FLINGO-BODY%3E
Occasional Contributor

Will there be an archive feature in the near future to save completed Plans? 

9 Replies
Hello! We don't have any near-term plans for this, but would love to hear more about this. How would you use "saving" or "archiving" a plan? To get it off of your Planner hub? To freeze changes?

For people who deal with a large volume of projects it becomes cumbersome to have to see all the Plans, even ones that are no longer active. Oftentimes deleting them is not something we want to do straightaway. @Joanna Parkhurst 

Hi and okay I can let my team know. We would like to get them off the Planner hub and then have a way to save completed plans. Some of my team members get anxious over deleting an old Plan.

@Joanna Parkhurstthe ability to archive old projects is a big need.  Planner was designed for smaller, short-term projects wasn't it?  The lack of an option to archive inactive projects is a must :)

@AlexH980 @Deleted @HCRMC 

So it sounds like the need for "Archiving" is mostly around being able to mark a Plan as "done" and remove it from the "Recents" section in the Planner hub?

@AlexH980 - yes it is intended for more short-term projects, but just looking to understand why exactly users want to archive a project. Is it to remove it from the view? Or to freeze a plan? Then we can design a solution that solves the real user problem :)

Both locking and removing a plan from view (via archive) would be the desired outcome for me :). One probably shouldn't be able to modify an archived plan so I envisioned it being in read-only mode.

Yes, that would be awesome! My team would really appreciate that. 

@Joanna Parkhurst Just thought I'd add a possible use-case for you to think about. 

 

In our organisation, we use planner to track work on a project. As we're a large, public organisation, we need to have archives of work done so we can refer back to decisions that were made on a something even after the 'project' phase might be over. 

 

This is because:

 

1. We need to be accountable to the public on many projects

2. We need a way to be able to remember why we made decisions in the past, especially when we revisit an area of our website or an app that hasn't been worked on for a while.

3. New team members might also need to be able to check why things were done a particular way on an old project.

@AlexH980 Yes, this is exactly what my team was looking for as well. An archive section would be great! 

 

Plus an area to open it up again or replicate in case you have to go back to it. 

 

Side note, it would be great to be able to edit comments.