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Dean_Gross's avatar
Dean_Gross
Silver Contributor
Oct 01, 2018

Planner Roadmap - Copy Plan

Joanna Parkhurstin your BR2393 presentation at Ignite you mentioned that the ability to Copy a Plan is coming soon. Will this include comments on Tasks? How soon is soon?   I have a customer that w...
planner
  • HowardCrow's avatar
    HowardCrow
    Oct 11, 2018

    Dean_Gross Dean we won't be copying the 'content' of the plan, just the structure. It is not intended to be a migration tool. We are focused on the 'template scenario' where I want to reuse the structure, buckets, tasks, checklists from one plan in a new plan. so we actually 'clean out' the plan and reset it to a 'blank' state.

     

    sorry it doesn't help your problem 100%, but that is how it will work

Alison Harris's avatar
Alison Harris
Copper Contributor

Hi

When will we be able to copy plan structures please?

I design multiple online courses and need to be able to quickly set up plans from a template plan that I have made with our 'new course design process' task buckets ready to go . . .

Currently, I have to create a plan and copy the individual buckets across from one plan to the other

How will we be advised that this feature is available to use?

Kind regards

Alison

adam deltinger's avatar
adam deltinger
MVP
Oct 29, 2018

No ETA what I know of, This feature was shown at Ignite this year and coming up hopefully soon! My optimistic guess would be Q1 2019

 

adam

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