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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?". This new tab is where your custom list templates appear alongside the ready-made templates from Microsoft.If you are an Office 365 or Microsoft 365 user - there are no shortage of tools to help you get your work done. Visual updates to the list creation dialog and the addition of a From your organization tab when creating a new list. It will also empower organizations to create repeatable solutions within the same Microsoft Lists infrastructure (including list creation in SharePoint, Teams, and within the Lists app itself). This feature will give organizations the ability to create their own custom list templates with custom formatting and schema.

Targeted release (entire organization): will roll out in mid-July and complete by mid-August 2021 – Complete.

Note, you will be able to manage which templates are available to which people, based on their job role. Now, Microsoft will be supporting custom list templates – the ability for organizations to define custom list templates. Today, we have several ready-made List templates designed to make it easy to get started tracking and managing information – like events, issues, and requests. This new feature will support the addition of custom list templates from your organization alongside the ready-made templates Microsoft provides to make it easy to get started tracking and managing information.