Copy a plan

It takes a lot of work to create the perfect project plan. With Planner's copy plan feature, you don't have to create perfect plans from scratch any more. You can create a copy of the plan so you can reuse it, or you can copy individual tasks. This article explains how to copy a plan, and which elements of plans will or will not be copied to the new plan.

Copy a plan

  1. In Planner, find the plan that you want to copy.

  2. At the top of your plan, select the three dots (. . .) in the plan's upper-right corner, and then select Copy plan.

    You can also find Copy plan in Planner hub by selecting the three dots (. . .) in the upper right of a plan's tile.

    Note: If you aren't able to create groups in Planner, you might not be able to copy plans.

  3. In the Copy plan dialog box, your plan is renamed to "Copy of [plan name]". You can change the name of the plan now or later.

  4. Under Copy to Group, choose to copy your plan to any of the plans you area a member of, or create a new group.

    If you choose New Group, expand Group options to choose privacy level and add a group description.

  5. Under Include, choose which items you want to copy over for each task: attachments, priority, dates, description, checklist, labels.  

  6. Select Copy plan.

    At this point, you'll get a notification that the plan is being copied.

  7. When your new plan is ready, it will appear in your Recent plans, and you'll also see another notification alerting you that your new plan is ready and providing a link to it.

What's copied

The following table describes which elements of a plan are copied to the new plan. All progress has been restarted.

Note: We're still working on perfecting this feature. See user voice for more info: Ability to copy plans

Element

Feature

Copied?

Group, if new

Name

Yes (same as plan)

Group, if new

Privacy setting

Yes

Group, if new

Description

No

Group, if new

Members

No

Group, if new

Classification

Yes

Plan

Name

Yes (with "Copy of" added to the beginning of the name)

Plan

Favorite status

No

Plan

Labels (names)

Yes

Buckets

Name

Yes

Buckets

Order

Yes

Tasks

Name

Yes

Tasks

Assignments

No

Tasks

Bucket

Yes

Tasks

Progress

No (all changed back to Not started)

Tasks

Priority

Yes, optional

Tasks

Dates

(Start date and Due date)

Yes, optional

Tasks

Notes

Yes, optional?

Tasks

Checklist

Yes (all unchecked), optional

Tasks

Attachments

Yes

Tasks

Comments and activity

No

Tasks

Preview state

Yes

Tasks

Labels

Yes, optional

Tasks

Order

Yes

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