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
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.
David Meffe commented
I understand labels and the assignment can't be copied. But why can't the comments or the attachments be copied?
Christoph protzmann commented
Needs to be executable across Teams
This answer is no longer valid. Functionality has been removed in latest update.
I do not find any more this possibility to copy the task to another plan in the new planner/to do version!
The same task can be followed up in different plans when copying. But is it possible that when you do an update on the task it will update on both planners where the task exist? Regards from someone who deals With outer and inner loop by planner:)
Eystein Vigerust commented
Will it be possible to move an entire Planner from one Team to another?
Thank you very much
As a teacher, Microsoft should work in moving Assigment from one team to another, it would save a lot of time as sometimes teacher we have different groups that we are going to set the same Assignments.
I suggest a different approach. It should be possible to export Planner tasks to a file and then import them again to a different Team. This is what a company who are good digital citizens would enable. This allows moving from other Kanban tools to Teams Planner and the reverse. Software products should win us over by being superior and not by locking us into a closed system.
A CSV export or using the Microsoft Planner format must be achievable.
By the way this is a general problem in Teams. I can also not export from the wiki, can't even print from it. For this reason I have stopped using it on projects as I cannot document the process outside of Teasm which makes QA archival impossible.
Kate Akyuz commented
Needs to be executable across Teams
Mark Z commented
YES... as a teacher we make assignments and other things and need a way to set up one class and copy that assignment to all the other classes. You guys seem to copy almost everything Google does but have missed one of the most used and required functions of Google Classroom for teachers in this virtual age... please FIX THIS NOW
Paulo Pestana commented
Moving planners across teams is a key function for a dynamic work environment, I see a lot of workarounds (not good for a professional environment) when we just want a simple thing:
Move a planner with all contents (Assignments, comments, etc.) across teams, in case you are moving the planner for a diferrent team with misses some team members, the app just should ask if we want to add the team members to the destination Team (simple, right?).
Also moving the comments is key, because comments contain precious (and timed) information about the tasks being done.
Thanks for your attention and support.
The copy plan is really flawed. It loses all the important data like comments and even if it was already completed!
Not exactly a copy is it?
Is there going to be an ability to move the entire plan from one group to another? can understand why assignee would be lost if its a different group and appreciate there might be a challenge with attachments but don't see why progress state, checklist states and comments would be lost.
Daniel Yu commented
You can copy between teams but you lose all the comments, assignments, and attachments. We need a way to move the planner to a different Team
This only works if the new planner is in the same team. If I want to move planners across different teams however, this is not possible. Kind of an essential feature that's missing if you ask me.
martin van den berg commented
This is only par of the solution. If I wan to move task fromone planner to an planner in een in een different team or the same teaam in a different stream it will not work. Or export/import or an other way of copien taks to a different stream would help.
Andy Owen commented
Oh... I take some of that back , you CAN copy between teams....
Andy Owen commented
Yup, need this, Tasks get created in one team, then need input from another, so need to be able to move tasks between teams - absolutely.
Don't agree with Partially done.. Doesn't get the point at all. Also isn't helpful when you've had to set a new team up to cope with not being able to have planner in a private channel.
I, for instance, use a 'personal team' (I'm the only member) to take notes, create tasks for me, which now need to be moved into another Team, which I manage and then allocated to the right person in that team (there may be several other Teams)...
This would be a proper game changer, it's a feature that is highly needed in bigger organizations.
When I copy the planner page over, it loses all the 'Assigned to' people and the attachments! Why can't we just 'move everything over... why does it have to be so difficult! It is meant to be easy and simple but it is so complex!
Christian V commented
This isn't really useful until you can copy to a plan residing in another Group/Team...