Forum Discussion
Planner Roadmap - Copy Plan
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
Joanna Parkhurst Thank you Joanna. I need to create a Planner from within a channel in Teams to manage the creation of online courses. Each course has its own channel with Conversations, Notes, Files and Planner. In Planner I can now copy the 'master course creation plan' and all its associated tasks with the click of a single button (Thanks! ;) But I can't do this from within Teams, or indeed, select a duplicated plan from Planner - they don't appear on the selection list :'(
We do the same thing but for us to is opening a new office, moving an office to a new location or remolding an office. We have one Team for the Facilities Management and a new channel for location. The planner for each type of major mod to a location is the same regardless of the location.
So, when an office moves location, we would like to pull from the move office planner template. In the same way if we open a new location, we would like to pull from the new office planner template.