Copy Plan - not tasks

Contributor

I would like to make a copy of a plan so I get the architecture of the buckets, but I do not want to include the tasks or any assignments. In a sense, I want an empty plan, with buckets, that I can start adding new tasks and assigning them. Any ideas?

2 Replies
Hi,
It's simply not possible with Planner itself, but I guess you could create a PowerShell Script that allows you to read the data you need from the source Planner Plan and use it to crate the new Planner Plan
Indeed, you can use third party apps to create a plan template in excel with buckets and tasks and import it when you are ready to start.