Templates for Planner
Would be good if we could have predefined templates for planner that we can then use for repetitive tasks eg onboarding a new starter.
This is a feature we had in Asana and have lost since moving to teams
S
shared this idea
26 comments
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Chris Duke
commented
This feature should be available at the bucket level as well: "Copy bucket." That would allow flexibility to run smaller projects (like onboarding a new employee) in a general, department plan as a bucket rather than an independent plan.
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Ryan Holloway
commented
Issue for us as well, we're having to dumb down our plans into a few tasks versus having each step its own independent task just because it takes way too long to copy tasks. Should be able to copy the entire plan or even channel without it being linked back to the original. No value for me to have 2 linked plans in different places.
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Beth Shutt
commented
You can do this in the web Planner - copy a Plan - so using your main one as a Template - but from what i see - you cannot bring that Plan into Teams. :( This is a show stopper for us - we need to be able to copy Channels or copy Plans -
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Anonymous
commented
somewhere I read it can be done through flow. but it would be great to have it on planner itself.
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Mandi Parker
commented
This is something that our users who are moving from Basecamp have had the ability to do and is blocking adoption of Teams currently.
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Anonymous
commented
Must-have feature for us. Would help with NPD projects that always follow the same set of tasks. Would love to be able to copy a template Plan from a central location to a new project team in Teams. Then have the new team assign all the tasks and dates. Trello can do this easily, but doesn't play well with Teams.
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Jan Nieuwenhuizen
commented
I thought you can already do it in the Planner webclient ?
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Anette Andersson
commented
I work with campaigns where working methods and flows are often the same. Having a template in Planner that can easily be linked to a Team would be a great time saving for us.
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Meg Bradley
commented
This would save so much time!
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Vagner
commented
This is so basic and could help so much!
Please MS take this task :-) -
Amber
commented
This would be amazing, as most of our tasks are repetitive - have the same checkboxes, same assignees, etc - and our description has the same format so we can make sure the request is conveyed thoroughly. PLEASE make this!
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Jurjen
commented
This is a premium feature in Asana and very usefull. For new onboarding people, repetitive marketing activities etc we use this a lot. A big miss in Planner / teams at the moment.
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VRoth
commented
A must have feature to be able to setup "template" type planners that can be copied to a New Planner OR different team within the organization -- the Copying TASK BY TASK is a cumbersome work around... In other packages such as Trello - you have the ability to copy entire boards (=Plan) to a New Board -- with all the default tasks / buckets included..would be great to have this in Planner ..any word on whether this will be available soon?
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Anonymous
commented
We do a lot of repetitive tasks and a template would be very useful.
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HJ Koch
commented
this would be a very helpful feature as within our big organization templates and repeatedly used work packages including mandatory results maturity are standard.
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Anonymous
commented
Templates that can be added to any Team, not just within the channel. The copy task function is good, just apply it to the entire planner, and include all tasks and buckets. Have options to include start date, deadline, status, assigned people.
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Anonymous
commented
A must-have feature...
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Anonymous
commented
We have repetitive tasks we have setup that need to be done on a monthly basis for certain clients. We would love to have the ability to setup a Planner template that would be used each month and could be added to our monthly Teams channel. An alternative would be to create the ability to roll an existing planner forward to a new planner and remove all the completed tasks so that it would be ready to go for the new client/period being worked on.
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Stephen
commented
For us, this would almost be as good as a channel template, since the planner tasks are the most time consuming to copy over and set up. We produce a magazine 4 times per year that goes out to 40,000 subscribers, and there are a ton of little tasks associated with writing all the articles, designing everything, etc. We use a separate channel for each issue of the magazine, and being able to copy a plan from a template to the next issue would save us a TON of time.
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Andre LaRouche
commented
This is a must have for us... We are currently using basecamp for task management. if this can happen (templates) we could switch completely.
Is there a timeline for this?