How to Duplicate a Plan in Microsoft Planner

Quick summary

This tutorial shows how to duplicate a plan in Microsoft Planner using the built-in Copy Plan feature, letting you reuse task structures, attachments, and group assignments without starting from scratch. The process takes under a minute and works directly from the Planner web interface.

Steps

1. Navigate to the left-side panel and click My Plans.
2. Select the plan you wish to duplicate from your list of plans.
3. In the top menu bar, click the drop-down arrow next to the plan name.
4. Click Copy Plan to open the duplication dialog.
5. Enter a unique plan name for the duplicate in the provided input field.
6. Tap the Group menu and select the group where the plan should be stored.
7. Tick the checkboxes beside any attachments you want to include in the copy.
8. Click the Copy button to confirm and create the duplicate.
9. The duplicated plan will appear in your My Plans tab, ready to use.