Coming hot off our last Planner roundup at the end of May, we’re excited to announce two new features that rolled out in June: copy plan to an existing group or team and task filtering for iOS. Both ...
Updated Jul 16, 2020
Version 2.0
Blog Post
When I go to the website version of Planner and Copy Plan, I lose all of my assignments which were made in the Master Planner I developed. Is there a way to retain the assignments?
I'm using Planner to develop a monthly Monthend Task Tracker for my accounting department which has a couple hundred tasks we want to monitor over the 5 day closing. I created a Master Tracker with all the assignments. Then I the the Copy Plan feature and renamed the copy as the first month of closing (ex., June). All the arduous work of assignments has disappeared?!?!
When I go to the desktop version and add a tab for Tasks Planner and select that I want to use an existing plan for this team and select the Master Plan, I do get all the assignments. So I save that as a new name. But when anyone changes anything in that version which was saved based on an existing plan, it changes the Master Plan and any previous month's plan.
I need to be able to copy that Master Plan as a distinct new plan but retain the details from the Master Plan AND unlink it from the Master Plan so that each month's activity is distinct (i.e., notes, assignment changes, etc).
