Provide a Planner template

With Planner templates, users create new plans with predefined buckets and tasks in Microsoft Teams. This way, projects follow a consistent pattern.

Add a Planner template

Prerequisite: The plan that serves as the template already exists in a group, and you have access to it.

1. Open Groups → Planner.

2. Click Add template.

3. Under Group, select the group that contains the plan, and under Plan, select the plan.

4. Enter a Description. Users see it when selecting the template.

5. Under Availability, define for whom the template is available:

   • Not available: for nobody
   • Global: for all organisations
   • Selected organisations: only for selected organisations

6. Save the template.

Add a plan in Teams

Owners add a plan from the template via the Seamless App:

1. In the Seamless App, open the details of the workspace.

2. Under Utilities, click Add plan.

3. Select the Plan template and enter a Name.

4. Click Add plan.

5. Click Open team.

6. In the channel, click + and add the Planner app. Click Set up tab and then Save.

7. Click Add existing plan, select the plan you just created and click Add to channel.

   The plan appears with the buckets and tasks of the template.

Next steps

ChannelsCreate standard and private channels

Learn more

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