Microsoft Planner: Publish as Template

Key insights

• Publish as a Template in Microsoft Planner lets users turn any plan into a reusable custom template available to their team.
  It starts rolling out worldwide in July 2026 and is enabled by default with no admin setup required.
• Included vs. excluded: Templates copy plan structure like tasks, buckets, labels, checklists, goals, and attachments.
  They do not copy task progress or status, so each new plan begins with fresh tracking.
• How to create: Open the plan, choose Share, select Publish as template, add a name and description, pick the Microsoft 365 Group, choose which fields to include, and publish.
  The process is simple and keeps teams consistent without rebuilding plans from scratch.
• Sharing and permissions: Templates are stored at the Microsoft 365 Group level and appear in “Shared” and “Created by me” galleries for group members.
  Group permissions apply, and members can create, reuse, or remove templates according to their group role.
• Benefits: Use templates to enforce standardization, speed up setup, improve collaboration, and ensure clean starts for repeated work.
  The feature helps capture best practices and reduces time spent recreating similar plans.
• Best use cases: Ideal for project kickoffs, employee onboarding, marketing launches, sprint planning, and operational checklists.
  Teams can scale proven workflows across the organization and maintain consistent delivery.

Keywords

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