Forum Discussion
Planner Roadmap - Copy Plan
- 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 Glad to hear you like the new feature! We're still exploring how this should behave in Teams, but definitely want to pursue this improvement. How would you use Copy plan in Teams?
As I see it the ideal scenario would be for the Teams User to be able to select any Planner plan and duplicate it entirely including buckets, cards (with titles and, assignees. I would want the ability to select whether or not to keep those individuals who were previously assigned to the origin task or not as an option. Obviously, dates will have to be cleared in the duplicate. You might also provide the option of saving a Plan as a Template, then the user would have the option of selecting whether they duplicate an existing template they created or a previous plan. Joanna Parkhurst
- Dean_GrossApr 30, 2019Silver Contributor
Thomas Stockwell in addition to the above functionality, we should have the ability to set a destination for the copied plan, i.e., into any Team of which we are member.
- HowardCrowApr 30, 2019MicrosoftWhat is the scenario for keeping the original assignees? tx