Forum Discussion
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 wants to move some existing plans that were created in the Planner App into SharePoint sites so that they can use the SharePoint Web Part, and I'm hoping that being able to Copy Plans will allow them to do this. We are currently stuck.
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
- HowardCrow
Microsoft
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
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
- HowardCrow
Alison Harris we are finishing up all the testing and making sure that the feature is robust and stable before shipping. its always a little hard to predict, but we will post an update here when its ready
Joanna ParkhurstDean_Gross Copy plan is now available!
Check out more details here: https://techcommunity.microsoft.com/t5/Planner-Blog/Planner-s-new-copy-plan-feature-helps-streamline-work-management/ba-p/364048Joanna Parkhurst Hi, thank you for the 'copy plan' feature in Planner - when will we be able to copy plans or even see plans created outside Teams when using the Planner app in Teams? ;)
- Joanna Parkhurst
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?
Dean_Gross Joanna Parkhurst HowardCrow
Is there any update on the duplication of Plans & their buckets within a Team, in particular when adding new Channels within that Team.
When new channels are created, and you add the Planner tab, if you select the 'use an existing plan for this team', for example 'Plan template 1', when you change the tasks, it changes them in the 'Master'.
Having the ability to duplicate a plan from say a master template, from within the same Team, in several Channels, is critical for our business processes instead of copying task by task. Currently, the copy plan function in the app gives you a new Team/Group provision.
From what I can see this is not possible, if im incorrect, please advise.
Many Thanks
- Correct! You can only copy tasks or an entire plan , but the latter creates a new office 365 group!
When you add a plan from a channel you either use the existing group plan or create a new sub plan - from scratch!
There are several uservoices for this scenario regarding using a template instead here:
https://planner.uservoice.com/forums/330525-microsoft-planner-feedback-forum?query=Copy%20plan
I’ll suggest you vote for the relevant uservoices!
Let’s hope the planner team can add further info on this!
AdamThank you for getting back to me Adam.
I will do as advised and navigate the uservoices.
KR
