Keep a week as a template

Save a real week of your plans and fill another week the same way, in your own workspace or for your organization.

In short

"Save this week as a template" keeps your own dated items of a week - events, tasks, reminders, focus blocks and milestones - each on its weekday and at its time. Use it later to fill another week the same way. In an organization the template is the organization's: everyone there who uses Planner can start from it, in Planner settings and in Templates.

Before you start

• Who: in your own workspace, you. In an organization, saving needs the right to manage Planner there; anyone who uses Planner there can use a template. Whoever saved a template, or someone who manages Planner, can remove it. Removing takes it off the list at once; the message offers Undo.
• Plan: using a template adds items, which count toward the open items your plan allows (Plan & usage shows them).
• Only your own items count: items other people own, items about a record of another module and cancelled items stay out.

Save a week

1. Open Planner's Week view on the week you want to keep.
2. Open the … menu in the title row and choose "Save this week as a template".
3. Give it a name and, if you like, say what it is for. Where the workspace has several calendars, choose one or keep Every calendar.
4. Press "Save template".

Fill a week from it

1. Open Planner settings and go to "Templates" on the "Your day" tab.
2. Press "Use" on the template.
3. Pick any day of the week to fill and, if you like, the calendar to add to. Your own calendar is the default.
4. Press "Add to the week". The message says how many items were added and opens that week.

Good to know

• A repeating item is kept once for each day it happens that week, so using the template never starts a second series.
• Using a template from Templates fills your next week.
• All of a template is added, or nothing is.
• A template is a copy: changing or deleting the week it came from does not change it.
• A workspace keeps up to 50 templates of up to 100 items each.

If something goes wrong

• "That week holds no dated items of your own to keep": choose a week you planned yourself.
• "Only people who manage Planner in this organization save a week as one of its templates": ask someone who manages Planner, or save the week in your own workspace.
• "A workspace keeps at most 50 saved plan templates": remove one in Planner settings, Templates, first.

Related

• /help/planner/week
• /help/planner/repeating-items
• /help/planner/planner-settings