Microsoft Planner Templates: How to Create and Use Them

The new Planner tool comes with a lot of pre-built templates

5 min. read

Published onAugust 2, 2024

published onAugust 2, 2024

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Managing projects can be a hassle without the right tools. Thankfully, Microsoft Planner offers several ways to create and use templates, making project management a breeze. Here are some top methods to create templates in Microsoft Planner for effortless project management.

How do I find Microsoft Planner templates?

1. By creating a new plan

You should note that at the moment this piece was written, the new Microsoft Planner version with this feature was just rolling out. Therefore, it might not be available to all users yet. Check if you have the latest version. Also, you may access the templates from Teams, within the Planner app inside.

2. Using the Copy Plan feature

This solution allows you to duplicate a full plan, including its structure and tasks, without manually re-creating each task.

3. Creating Teams Templates with pre-built Planner tabs

This method creates a consistent starting point for new projects, ensuring all necessary Planner tabs and configurations are included.

4. Using Power Automate to copy plans

Using Power Automate enables automated plan duplication, especially useful for recurring projects or tasks.

5. Manual template creation and usage

This straightforward method leverages manual copying and ensures each new plan starts from a consistent base. It is a bit more tedious, especially if you have many tasks, but you will get to the desired result.

6. Using Microsoft Lists for Task Management

Using Microsoft Lists provides a flexible template system that integrates seamlessly with Planner, ensuring tasks are organized and easy to track.

These solutions provide various ways to create, manage, and utilize templates in Microsoft Planner, ensuring you can streamline your project management processes efficiently. Whether through direct copying, leveraging Teams or Power Automate, or using Microsoft’s new template features, each method caters to different organizational needs and technical proficiencies.

Did you know thatMicrosoft Planner Copilothelps you manage projects even faster? You may alsocreate custom fields in Microsoft Planner. Click the highlighted links for more information.

Moreover, you cancheck out alternativesif Planner doesn’t suit you completely.

If you have any questions or suggestions, don’t hesitate to access the comments section below.

Microsoft Planner Templates: How to Create and Use Them#

How do I find Microsoft Planner templates?#

1. By creating a new plan#

2. Using the Copy Plan feature#

3. Creating Teams Templates with pre-built Planner tabs#

4. Using Power Automate to copy plans#

5. Manual template creation and usage#

6. Using Microsoft Lists for Task Management#