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How to Duplicate a Plan in Microsoft Planner



How to Duplicate a Plan in Microsoft Planner: step-by-step guide

  1. Head over to the left-side panel and click 'My Plans'.

  2. After that, select the plan you wish to duplicate.

  3. Navigate to the top menu bar, then click the drop-down arrow next to the plan name.

  4. Subsequently, click 'Copy Plan' to proceed.

  5. Come up with a unique plan name for the duplicate and enter it into the provided input field.

  6. Following that, tap the 'Group' menu and select the group where the plan is currently stored.

  7. Tick the checkbox beside the attachments you want to include.

  8. Once done, click 'Copy' to continue.

  9. Finally, the selected plan in your Microsoft Planner will be duplicated and added to the My Plans tab.

Quick answer: To duplicate a plan in Microsoft Planner, go to My Plans, select the plan, click the drop-down arrow, and select Copy Plan. Next, enter a unique name, choose the group, select attachments, and click Copy to add the duplicated plan.

About this Microsoft tutorial

Copy an existing Microsoft plan by selecting it, choosing Copy Plan, naming the duplicate, and saving your preferred settings. This guide shows how to duplicate a Plan in Microsoft Planner in 9 steps, starting with "Head over to the left-side panel and click 'My Plans'" and finishing with "Finally, the selected plan in your Microsoft Planner will be duplicated and added to th...". 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 duplicate 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 Edit the Drop-Down List Source in Microsoft Excel, How to Edit the Legend in Microsoft Excel and How to Edit the Task Labels in Microsoft Planner. Last reviewed 05 Oct 2026.

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