HLS Show Me How - Move Planner Across Teams

StephenSun 

Here's what I'm now doing.

1. If necessary, create the Channel I need in the Team to which I want to move the Plan
2. Use the web version of Planner to copy the Plan from it's original Channel (and Team) to the "Group" (yes: in web Planner, it calls it "Group", not "Team"); giving it a name better than "Copy of <original Plan name>"
3. Go to the Channel in the Teams application where I want the Plan, and use the add app function to add the "Tasks by Planner and To do" app, and the choose "Use an existing plan from this team" option. Select the copied (and potentially renamed) plan from the drop-down list.
4. Go back to the original location for the Plan and delete it.

Hi alanr , 

I recently had the same experience and believe some aspect of MS Teams has changed... again (Ugh) from my prior approach.  This became my new workaround.  First, I setup the "Recipient" Planner tab with a general structure a few columns.  Then, from either the desktop MS Teams app or the web-based version, I opened up each of the individual cards and "moved" each of the cards over to my target Planner tab (3 dot thing). The respective columns should show up also if you've created some column infrastructure to receive them.  When complete, need to just go back and delete the old.  One casualty are the labels associated with the cards, they didn't transfer offer so need to recreate or assign. This just happened like this past week so at least it works... for now. Good luck. S.

Mike,

Your "workaround" does not move a Plan nor does it copy a Plan. It merely displays a Plan in a second location.

Meaning you are still working with the plan in its original location, meaning you need to keep that original Team around.

StephenSun Glad to hear that your approach worked! You should post a short video or post on that! 

hi Mike, I was able to make a full replication of the Planner by as you suggested without the Chrome etc. left menu content, e.g. COPY PLAN on the Planner web-version and direct to the TEAM you want.  However, when you open up the actual MS TEAM, the PLAN does not instantly show up.  The next step is NOT to open up the WEBSITE app, but to open up PLANNER when adding a plan and select a plan similar to the one "you already have".  At that time, the plan that you copied over (from the web-based Planner version) SHOWS UP!  When you select the plan, you will then be able to get a full replicate copy of a plan from another Teams (without the Chrome menu), you simply use the web-based Planner app as the intermediary copy-over.  I was successful with this approach.

Hi Mike, we did that many months ago at someone's suggestion from MS but those changes remain in queue and have yet to be updated or from what I can tell even considered.  I can see where maybe some might use Planner if they need something very, very basic, like maybe a solo-preneur who doesn't have a team and doesn't have repetitive tasks, but for us, Planner can't even build a template that you can use over and over so that's ultimately the deal killer for us.  From a PM software standpoint, it seems to me like that would be a very basic request and a very easy fix.  

Even talked to people at the local MS Store and they were stumped and couldn't help.  Everyone's suggestion is to just spend more $$ with MS.

Ryan_H615 while in terms of the customers at least I am regularly working with (I am not on the Product Team) I would respectfully disagree based on what they have been asking for that is one of the beautiful things about Microsoft Teams. If you love Asana, they have direct integration and same for many other solutions. If you see gaps that you see as essential you can always submit them directly to the product group at User Voice for Planner here https://planner.uservoice.com/forums/330525-microsoft-planner-feedback-forum 

I would have to say I agree with Ryan_H615 above.  I would think you could put some functionality into planner to make it a bit more flexible and portable from team to team.  I will remain hopeful that some work is put into evolving the tool.

toms-dejoriacenter Microsoft already provides all those enterprise features and more via Project Online which is a part of of the Microsoft 365 services. Planner is targeted at simple task based projects that constitute the bulk of what we see with customers doing less structured ad hoc efforts. For true project management we have our portfolio of Enterprise Project Management tools in the cloud to meet the kind of needs you are asking for. Different tools for different user bases https://www.microsoft.com/en-us/microsoft-365/project/project-management-software?rtc=1