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:
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Reuse a task in the same planÂ
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Copy a task to another planÂ
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Move a task between plansÂ
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Create multiple versions of the same task for different team membersÂ
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:Â Copying or moving tasks to/from premium plans is not yet supported.
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In Planner, open the task details for the task that you want to copy.
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Open the task's More menu by selecting the 3 dots (. . .) at the top of the task card, and then select Copy task.
Or, you can open the task's More menu directly from the board, and then select Copy task.
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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.
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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.
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Select Copy to save your changes.
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After the task is copied, you’ll get a toast notification confirming the task was copied successfully. Â
Move a task
Note:Â 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.Â
To move a task:Â
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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.
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Choose the plan and bucket where you want to move the task.
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Note:Â When you move a task to a different plan, its label information will be lost. Labels are unique to each plan.
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Select Move.
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After the task is moved, you’ll get a toast notification confirming the move was successful.Â
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. |
|
Recu​​​​​​​rrence |
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. |
