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
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In Planner, find the plan that you want to copy.
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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.
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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.
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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.
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Under Include, choose which items you want to copy over for each task: attachments, priority, dates, description, checklist, labels.
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Select Copy plan.
At this point, you'll get a notification that the plan is being copied.
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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.
|
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 |
