Task assignments are not copied - so you will need to re-assign tasks! * To copy attachments, you must be creating the plan in it's original group. Choose the items that you want to include (Priority, Dates, Description, Checklist, and Labels. Step 3: Find the plan that you want to use as your template in the hub and press the three little dots in the upper right-hand corner. Step 2: After you've got it just right, go to Planner Hub at. Go ahead and include your attachments*, dates, priorities, labels, steps - whatever you need to copy. If you need help - check out this link from Microsoft Documentation.

We won't go into the details of creating a plan here (because it's straight forward). Step 1: Create a plan in Planner just the way you like it. How to create a template in Microsoft Planner Remember: When you create a new plan in Planner, you are also creating a Microsoft 365 group - so you need to think through your process to avoid creating a bunch of unnecessary groups and cluttering up your Microsoft 365 tenant. The straight answer: Yes, you can create a template in Microsoft Planner, but you must get a bit creative. So, can you create a plan from a template in Microsoft Planner? We had (kind of) built this out for other customers using Microsoft Flow (now Power Automate), but it was clunky and prone to error. When Planner was released circa-2017, this was a big ask. They really didn't want to have to manually re-create each task and sub-task. They had built out a great multi-step task list that needed to be used again and again. You've got Microsoft Planner for lightweight group projects, Microsoft To-Do for personal tasks and to-dos, and Microsoft Lists can be customized to create shared project plans, tasks lists (or anything else your heart desires!).Ī question we recently received from a customer is: ' Can I create a template for Microsoft Planner?'. If you are an Office 365 or Microsoft 365 user - there are no shortage of tools to help you get your work done.

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