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
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