When showcasing how teams and organizations can use Planner in Microsoft 365, one question that comes up repeatedly is: How can I create a plan template? Last year, Microsoft released the ability to copy an existing plan to a new Office 365 Group (now called, a Microsoft 365 Group), effectively enabling a reusable plan “template”. However, creating a new Group for each plan is not ideal for most teams and can easily create Group sprawl.
Thankfully, Microsoft is currently rolling out an improved Copy Plan experience which includes an ability to copy a plan into an EXISTING Group or Team! You can also customize what should be copied over from the original plan.
This feature is currently rolling out to Worldwide (Standard Multi-Tenant) and Government (GCC, GCC High, DoD) tenants with a target release of July CY2020. Now you can easily create Planner plan templates and reuse them across Groups and Teams with only a few clicks. How’s that for improving team productivity? Enjoy!
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