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