How to Copy a Plan in Microsoft Planner
- George Apostolov
How to Copy a Plan in Microsoft Planner: step-by-step guide
Navigate to the left-side panel and click 'My Plans'.
After that, find and select the plan you want to copy.
Head over to the top menu bar, then click the drop-down arrow next to the plan name.
Subsequently, pick 'Copy Plan' from the list of options.
Come up with a unique plan name for the duplicate and enter it into the provided input field.
Next, tap the drop-down menu and choose the group where you wish to copy the selected plan.
One by one, tick the checkbox beside the items you want to include.
Once done, tap 'Copy' to proceed.
After completing these steps, the selected plan in your Microsoft Planner will be copied accordingly.
Quick answer: To copy a plan in Microsoft Planner, navigate to My Plans, select the plan, and click the drop-down arrow next to the name. Pick Copy Plan, enter a unique name, choose a destination group, select the items to include, and tap Copy to duplicate the plan.
About this Microsoft tutorial
Duplicate a Microsoft Planner project easily by selecting the plan, choosing a new group, and specifying items to include in the copy. This guide shows how to copy a Plan in Microsoft Planner in 9 steps, starting with "Navigate to the left-side panel and click 'My Plans'" and finishing with "After completing these steps, the selected plan in your Microsoft Planner will be copie...". The interactive demo above is a click-through copy of the real Microsoft interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does it take to copy a Plan in Microsoft Planner?
9 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your Microsoft data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under Microsoft. Related guides: How to Copy and Paste Cell Content in Microsoft Excel, How to copy conditional formatting microsoft excel and How to Copy Formulas Microsoft Excel. Last reviewed 05 Oct 2026.
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