How to Copy a Plan in Microsoft Planner

Quick summary

To copy a plan in Microsoft Planner, open your plan, use the drop-down menu next to the plan name, and select Copy Plan to duplicate it with a new name and chosen group. This built-in feature lets teams quickly reuse project structures without rebuilding tasks, buckets, and settings from scratch.

Steps

1. Navigate to the left-side panel and click My Plans.
2. Find and select the plan you want to copy.
3. Go to the top menu bar and click the drop-down arrow next to the plan name.
4. Select Copy Plan from the list of options.
5. Enter a unique plan name for the duplicate in the input field.
6. Open the drop-down menu and choose the group where you want to copy the plan.
7. Tick the checkboxes beside each item you want to include in the copied plan.
8. Click Copy to confirm and proceed.
9. Your Microsoft Planner plan is now successfully copied to the selected group.