Template for the Checklist in Planner (MS Teams)

Question

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 1

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

Answer 2

Hi Yasir,

Thank you for the link, it is good article!

Nevertheless my question was about Checklist feature in the Planner app in the MS Teams - and not about SharePoint.

Best regards,

Dmitry

Answer 3

Hi,

Sorry for the inconvenience caused to you, Thank you so much for your valuable question please, If my understanding is right, I would suggest you to please see the below mentioned article once please (if not tried before) and see if it helps. I am hopeful that your query will be resolved, If the issue persists or if my understanding is different from your concern, kindly do let me know,waiting for your kind reply please.

https://support.office.com/en-us/article/create...

Please let me know, if that helps and feel free to ask back any question.

Kind Regards:

Yasir