Template for the Checklist in Planner (MS Teams)

Hello,

How to create the template with the pre-defined list of the tasks for the Checklist for new tasks in the Planner?

As we have started to use the Planner for the sales support process - we have pretty standard sub-tasks for each of the tasks, and would like to have them pre-defined in the Checklist for new tasks.

For your kind feedback many thanks in advance!

Best regards,

Dmitry

Answer
Answer

Hello Dmitry,

 

Thanks for posting here.

 

In Teams > Planner tab, the first time you need to create the Checklist in that new task detailed page manually.  And then Assign this task to users.


 

The next time, you can copy the first task to a new one and then assign this new task to users. 


Hope the above information helpful.

 

Regards,

Rudy

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Question Info

Last updated February 10, 2021 Views 6,151 Applies to: