Microsoft Planner: How to Copy or Duplicate a Plan

Overview

This article will cover copying a Plan in Microsoft Planner to have a duplicate version of the Plan. 

Information

It is possible to copy a Plan in Microsoft Planner. However, there are a few things to know before you copy or duplicate a plan.

  • The Plan must be saved to a group.showing the add to a group (optional) menu for MS planner

    This means, when creating the Plan, you must choose the drop down menu:  Add to a group (optional) and choose a MS Team to add the Plan to.

Note, that even if you add a Plan to your MS Team, the Plan will NOT appear in the Team until you have shared a link for the Plan in the Team as a post to a channel. This is a great way if you need to duplicate plans to share them only with specific people in the Team.  You can copy the link to the Plan and send it to individuals in chat if you wish to not post the link to the entire Team. The owner of the Plan will always see the Plans they create in their Planner app under My Plans

  • Sub-tasks under Tasks will not copy over. For example, if you create a task that includes a checklist, that checklist will not be copied over when you duplicate the plan. Only the task itself will be copied over.
     
  • Background designs and themes will not be duplicated in the copied plan. The new plan will have a white background.

Once you are ready to Duplicate or Copy the Planshowing down arrow and copy plan menu for MS planner

  1. Go to the Planner app through Microsoft 365.
  2. Choose the down arrow to the right of your Plan name.
  3. Choose Copy plan.
  4. You MUST choose a group to save the copy to. Choose the drop-down menu for Selecting a group is required.
  5. Rename your plan if desired.
  6. Choose Copy.

showing option on MS Planner that says Selecting a group is required.

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