Copy and move Planner tasks

Applies To
Microsoft Planner

In Microsoft Planner, you don't have to spend time recreating the same task within the same plan, or across plans. Instead, you can move tasks from plan to plan. With the Copy task and Move task commands, you can:

  • Reuse a task in the same plan 
  • Copy a task to another plan 
  • Move a task between plans 
  • Create multiple versions of the same task for different team members 

Learn how to copy a task, move a task, and what's copied and what's not copied.

Need to copy more than just a task? You can also copy a plan.

Copy a task

Note

Copying or moving tasks to/from premium plans is not yet supported.

  1. In Planner, open the task details for the task that you want to copy.

  2. Open the task's More menu by selecting the 3 dots (⁠. . .⁠) at the top of the task card, and then select Copy task.

    Selecting the Copy task option in task details

    Or, you can open the task's More menu directly from the board, and then select Copy task.

    Selecting the Copy task option in board view

  3. You can change the name of the task, copy the task to a different plan, select a different bucket, and also choose which data you are going to copy over.

    Copy task dialog for copying within a task within a plan

  4. If you want to copy the task to a different plan, use the Plan name drop-down box to select a different plan. You'll notice that Assignment, Attachments, and Labels can't be copied across plans. For more information, see What's copied and what's not copied.

  5. Select Copy to save your changes.

  6. After the task is copied, you’ll get a toast notification confirming the task was copied successfully.  

Move a task

Note

Copying or moving tasks to/from premium plans is not yet supported.

Moving a task transfers it from one plan to another instead of creating a duplicate. 

To move a task: 

  1. In Planner, select Move task from the ⁠...⁠ menu in the upper right corner of the task you wish to copy. Alternatively, you can select Move task from the ⁠...⁠ menu in the task details.

  2. Choose the plan and bucket where you want to move the task.

  3. Note

    When you move a task to a different plan, its label information will be lost. Labels are unique to each plan.

  4. Select Move.

  5. After the task is moved, you’ll get a toast notification confirming the move was successful. 

What's copied and what's not copied

The following table describes which elements of a task can be copied to a new task or to a new plan.

Copy within the same plan Copy to a plan shared to the same Microsoft 365 group Copy to a plan shared to a different Microsoft 365 group Comments
Assignment Yes Yes No Assignments are not copied by default and cannot be copied across plans with different Microsoft 365 groups due to different memberships.
Progress Yes Yes Yes Progress is not copied by default; select it during copy.
Priority Yes Yes Yes Priority is copied by default.
Dates Yes Yes Yes Dates are not copied by default; select them during copy.
Recurrence Yes Yes Yes Recurrence is not copied by default. You must select both Dates and Recurrence to copy it.
Descriptions Yes Yes Yes Descriptions are copied unless you choose not to include them.
Checklists Yes Yes Yes Checklists are copied unless you choose not to include them.
Attachments Yes Yes No Task attachments can only be copied within plans that share the same Microsoft 365 group.
Goals Yes No No Goals are plan-specific and must be recreated in the new plan.
Labels Yes No No Labels are plan-specific and must be recreated in the new plan.
Task chat No No No Task chats are not copied over to the new task.