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. 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

  • To get Sub-tasks, such as checklists, under Tasks to copy over you'll need to specifically select that option.
     
  • Background designs and themes will not be duplicated in the copied plan. The new plan will have a white background.

First, Create Your Planshowing the add to a group (optional) menu for MS planner

  1. Go to the Planner app in office365.utk.edu
  2. Select + New Plan
  3. Choose a template and select Use Template
  4. Choose Add to a group (optional) and pick a Microsoft Team to add it to.
  5. Choose Create
  6. Modify your plan the way you want it to appear.
    Remember that backgrounds will not copy over. The new plan will have a white background.

 

Now, Duplicate Your Plan
showing down arrow and copy plan menu for MS planner

  1. In the Planner app, choose your plan you shared with a MS Team previously.
  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. Be sure to select any checkboxes for sub-tasks you wish to also copy over, such as checklists, priorities, etc. 
  7. Choose Copy.
    Note: it may take a few seconds for the plan to show up in your My plans area. You may need to refresh.
  8. To send the link to the copied plan, select the ellipsis menu ... next to the plan name and choose Copy link to plan.

 

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