Add a Planner Tab using an existing Plan, Problem
Within an existing team I create a channel as a template with Tabs that have specific tasks associated with that plan. I can then create a new channel and add a Planner tab using an existing plan duplicating all the tasks of the "template". this is great except for one problem. When I edit any detail of the new channel plan all those edits are also applied to the template plan and any other plan that I have created in this way. If each duplicate behaved independently of the donor template and all other channels this would allow me to efficiently create new projects without having to recreate each task in a given project.
I want to ensure you were aware that Planner integration does not allow you to make a “copy” of plans. But that is something the feature team is looking into.
In this case, what you are seeing is the same plan in both channels. You are simply pointing to it from two different channels. Therefore if you make a change to one item, in one channel, the changes will also be reflected in the other channel because they are the same plan.
Thank you for the feedback and I hope I was able to provide some clarification for you.
13 commentsComments are closed
Does Microsoft not realize that they are missing clients (presumably larger clients with a need for this) . Having a mirrored plan in different channels would not seem to address the needs of most. How difficult would it be to create a unique copy by changing the core of the link to a different channel? BTW copying tasks alone is another inoperative feature. Trying to copy a task does not present the full list of available and active channels within a plan
Really hoping this will be looked at, as it will solve so many issues and make use of a planner template super valuable to many orgs. My org has 100+ project with the same planner temple for each project. Would probably save us 100 projects X 50 clicks a setup = 5000 clicks
This is so deceiving! This should be highlighted somewhere to say that it is only a mirror image, not an independent duplicate. This will cause people to delete their entire channel history!! Why is it even an option? Should be called at least "mirror" plan and have a warning saying all modifications will be mirroed in both channel. Never seen anything so unintelligent!!
I don't think my team will be able to switch from Asana to the Microsoft Planner inside Teams until this functionality is added.
Why has this not been fixed yet?
Clearly a huge issue with the user base
disappointing as I have used the same planner template and have found all my channel plans are being impacted even though I changed the plan name.
I have a temporary workaround using Power Automate described here:
any update on this?
We are using aasana today for planner and moving to Teams this one feature is huge for us the migration. We have template and we will clone this template to create a plan and assign the task to different folks. New plan should work independently and it should not update the old one. Highly appreciate if MS Planner team take this as priority. Thanks
Has there been any update to this? I created my plan with the intention of being able to copy the 'template' and use the plan independent of the template only to find out that's not possible. Having the option to copy independently or copy existing is essential.
I agree with the other posters, being able to copy a plan, as many projects use the same process, would be integral to improving ease of use of MS Teams and specifically planner. I find often projects have a baseline process flow so being able to duplicate plans, without the interaction or mirroring would be a powerful tool.
Where are we in this issue regarding copying plans? Do we have an estimated date for release?
I can see the benefit of pointing to the same plan from multiple locations, but creating duplicates of the same plan would be great for managing projects that require the same legwork.