02-18-2017 02:56 AM
02-18-2017 04:57 AMSolution
02-20-2017 09:51 AM
I always recommend to my clients that they just leave the plan in place, because as mentioned here there is no archieve option, and if you delete the plan, it will delete the group as well (which we clearly dont want)
If you know this going in, you really have two options for administration, and just do what works best for your organization.
1. Make groups that are specific to plans, so that way when the plan is done, you can in essence remove the membership of the group and move on. For instance Sales - Customer Name, to be a group to focus on sales of a specific client. Or even Sales - Deal #####
2. Make generic groups and just plan on having old plans associated with them. So using the same example above, maybe you just do Sales for a group, and have plans for each project in there.
Just know deleting/archiving right now is not an option, so plan accordingly!
01-31-2018 12:31 PM
This response is from a year ago - has this feature been implemented yet or will it ever be? Need guidance on what to do with completed plans to archive. Thanks so much!
01-31-2018 12:36 PM
It looks like it still has not been developed.
You can check out this support article for best practices as far as Microsoft is concerned.
I will say you can have more than 1 plan per group now, so I would just create a new one and leave it there personally.
05-17-2018 09:22 AM
we too need a way to archive completed plans. we want to keep the history but want to keep our open plan list clean. If you click on My Tasks, and organize by plan, then you see the completed plans and the list becomes too big.
12-18-2018 03:42 AM
I would bump this thread. Our plans list is already becoming useless as we will have 2-3 plans per project and once a project is completed we do not want to destroy the history. Much like Teams has included the ability to archive a team, this feature should be added for planner
02-25-2019 07:25 PM