Use Duplicate plan to create a new plan based on an existing one. Copying a plan helps you reuse task structure, buckets, and details when you run similar projects or repeat the same process.
Copy a plan
In Planner, find the plan that you want to copy.
At the top of your plan, select the three dots (. . .) in the plan's upper-right corner, and then select Duplicate plan.
Note: If you aren't able to create groups in Planner, you might not be able to copy plans.
Choose where the copied plan lives
When you copy a plan, selecting a group is optional:
-
Personal plan – Copy the plan for your own use.
-
Shared plan – Copy the plan into a Microsoft 365 group to collaborate with others.
You can:
-
Copy a shared plan and make the copy personal
-
Copy a personal plan and share the copy with a group
-
Copy a shared plan into another group
What happens when you copy a plan
When you copy a plan:
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A new plan is created using the original plan as a starting point.
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You can choose whether the copied plan is personal or shared with a group.
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Tasks are reset so work can start fresh.
You’ll see a toast notification while the plan is being copied and again when the copy is ready.
Note: Roster‑based plans don’t support copying at this time.
What's copied
The following table describes which elements of a plan can be copied to the new plan.
|
Item |
Copied to basic plan? |
Copied to premium plan? |
|---|---|---|
|
Plan name |
Yes (with "Copy of" added to beginning of name) |
Yes (with "- Copy" added to end of name) |
|
Buckets (names and order) |
Yes |
Yes |
|
Task names |
Yes |
Yes |
|
Task order |
Yes |
Yes |
|
Bucket associated with tasks |
Yes |
Yes |
|
Task status |
Reset to Not started |
Reset to Not started |
|
Task priorities |
Optional |
Yes |
|
Dates |
Optional |
Yes |
|
Descriptions |
Optional |
Yes |
|
Checklists |
Optional |
Yes |
|
Labels |
Optional |
Yes |
|
Attachments |
Optional; only can be copied to same group |
Only can be copied to same group |
|
Task chat |
No |
No |
