Move planner tasks to another team
We have created a planner tab in most of our teams. Sometimes a task on the plannerboard has to be moved to another team (e.g. next step on a task has to be executed by a different team), which now has to be done by deleting the task in the original team and adding one in the other team with copying data from the original task.
Possible solution: when editing a task it displays the teamname and bucketname in the left top. When you click on the name you can select a different team (only teams you are subscribed to), select a bucket within that team and optional select a member to assign the task to and click on a move button
Anonymous
shared this idea
Good news, this feature is partially done. :)
Planner tasks can now be copied to other plans. To copy a task, click on the “…” menu on the task. From there, you can select a different plan to copy the task to.
-Warren
30 comments
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Anonymous
commented
Yep, this is a step in the right direction but we still need to be able to copy whole plans/buckets/tasks to additional teams/planners.
Also, not singular tasks but in bulk. This is taking me forever to copy processes into multiple teams... :(
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Stefano Capaldo
commented
Strange, such a simple ask, click and drag tasks from one bucket to another even isn't available. The buckets in Teams resemble so many applications ability to move 'post-it' type tasks around, but can't do that either? Really need to get that feature sorted please. thanks
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Agneta
commented
We get questions all the time, how to move a planner from one team to another team.
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Julie
commented
When will the move a task option be available?
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Louise
commented
I built a calendar in the wrong teamsite somehow...is there no easy way to transfer that calendar to another teamsite?? This seems like it should be easy, but I can't seem to figure it out.
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Martijn van der Hoeden
commented
So, you can still not copy a Template of Tasks from a Plan to another Plan in a different Team? We create Teams by Project, also because the user authorization is by Team, so this functionality is NEEDED otherwise we need to copy a Plan of 20 Buckets and 30 Tasks manually?
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Quite irritated
commented
What a stupid application that we pay a lot of money for!! There's no drag/drop option and notes and other data i not copied. There should be a MOVE and BULK MOVE option. Really Microsoft?????
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Rpalacios
commented
How do you add the copied plan from the planner hub to a channel in Teams?
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sarnst
commented
it also doesn't copy the comments and the assigned person :-(
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sarnst
commented
if I move the task I am assigned. instead of the person who really completed it :-(
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Chris Johnson
commented
Any update on when we can copy an entire plan over to another team and not just one task at a time?
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Leon
commented
partially done ·
Reference comment below, copying individual tasks is not a partially done in my eyes, this would take forever (now if it was copying buckets that's a different story) is there anymore progress on this,
Warren responded · Sep 7, 2018
Good news, this feature is partially done. :)
Planner tasks can now be copied to other plans. To copy a task, click on the “…” menu on the task. From there, you can select a different plan to copy the task to.
-Warren -
VRoth
commented
..Not only would it be nice to Move a Task from one Team\Planner to another Team\Planner ..but also have the ability to MOVE a Task from ONE Channel to another Channel within the SAME Team - without having to copy the task to the new Channel\Bucket and then delete it from the old Channel\Bucket.... (a drag and drop functionality with the ability to "copy here" or "move here" would be nice within the desktop view or web view too :)
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Anonymous
commented
I need to be able to set ut a template for planner including buckets and tasks, and be able to copy the full template to other teams. Is it allready possible?
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Anthony
commented
does the full scope of the completion of this request include attachments and comments?
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Frank
commented
Once a Planner board has been created for a channel, it sems to be impossible to move it between teams.
A workaround is to create the new board in the new team, open Planner via the Office Hub (where you would see ALL your boards) and COPY tasks one by one from the previous board into the new one (right-click on task).
However, copying does NOT include comments and attachments ... -
Ian Caldwell
commented
Great to see that tasks can be copied to other plans! Now we just need a way to add/move/copy a plan that was created directly in Planner into a specific Team or Teams.
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Arild RP
commented
Just a quick comment for you.
I removed a plan from a chanel (not deleting it!) and created a new plan in another chanel. I chose 'using an existing plan' - and from the dropdownlist I used the one I removed in the previous step, and all tasks etc was there. -
Anonymous
commented
There is also this request which has a lot more votes. https://microsoftteams.uservoice.com/forums/555103-public/suggestions/16926463-need-full-capabilities-of-planner-in-teams
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Anonymous
commented
needed