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
38 comments
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smarterbusiness
commented
we have written a blog-post how you can do this with PowerAutomate and Microsoft Planner Templates - https://www.smarterbusiness.at/en/microsoft-planner-and-templates
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Anonymous
commented
Same as the following suggestion about recurring tasks with a discussion that it had 11,000 votes in the original uservoice forum:
https://microsoftteams.uservoice.com/forums/555103-public/suggestions/32923873-recurring-tasks -
Anonymous
commented
I use this for event planning and it would be great to have template that the team can follow for standard operating procedures.
Please elevate this request. -
Anonymous
commented
With template, the ability to import the "plan" from excel... similar to Lists
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Anonymous
commented
This is exactly my same question. Currently you can copy a planner but that stays linked to the original so you update one it updated both.
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Ron Kats
commented
If you can add a Checklist to the template our company wil adopt Planner much faster.
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Robbie McGrath
commented
It is crazy this option for creating a template is still not possible after 2 years. What use is creating a copy of the plan and then it remaining a linked version of the original plan but in a different channel. Planner and Teams is pointless for effective project tracking of multiple similar projects
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Anonymous
commented
This function would be super useful. The copying function would do the job as well if you could choose what team you want to assign the duplicated plan to.
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Jim Boyles
commented
Repetitive processes, like on-boarding or project work that follows the same steps/framework every time, would be a HUGE help here. Setting up a template that could be copied & updated to the latest project with appropriate dates and then allowing update of staff assignments to the workstreams and editing from there. Similar to the Gantt chart request above.
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Amber Callan
commented
Bucket Templates! with or without assignments
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Frank Martens
commented
Super super useful
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Doug Hyde
commented
Agree with copy bucket. A bucket can be set as a template - a set of tasks, like a mini-project. Copy the bucket with or without assignments, dates, and then rename the bucket. Would be super-useful.
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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.