Short Version
You can now turn any existing Planner plan into a reusable template and share it across your Microsoft 365 group, making it much faster to set up recurring work like project kickoffs, onboarding, or campaign planning. Due early to late July 2026.
Details
To create a template, open the plan you want to reuse, select Share, then Publish as template. Give it a name and description, choose the Microsoft 365 group to share it with, and select which parts of the plan to include: goals, buckets, tasks, task labels, notes, checklists, and attachments. By default, all tasks are included. Attachments are copied across as links.
Once published, anyone in the shared group can create a new plan from the template. When they do, task status and progress reset, so everyone starts from a clean slate. To use a template, start creating a new plan and look under Shared or Created by me in the “Choose a template” category.
Templates are shared at the group level, so any member can see, use, or delete a shared template. If you update the underlying plan and publish a new version, plans already created from the template are not affected.
Availability
Due early to late July 2026.
Source, related links and references
MC1413299.
Images: Microsoft.
Roadmap ID 512431.
Learn more: Use custom templates in Microsoft Planner.
See what else is new for Planner.
Page originally published
8th July 2026.
There are new Microsoft 365 updates almost every day. Each month, I round up the biggest ones on the What’s New in Microsoft 365 page. If you are not already a regular visitor, it is worth a bookmark.
