Copy Planner tasks

It takes a lot of work to create the perfect project plan. With Planner's copy task feature, you don't have to create perfect plans from scratch any more. You can copy tasks from within a plan or to another plan. This article explains how to copy tasks, which elements of tasks can be copied to the new plan, and which elements can't be copied.

Copy a task

  1. In Planner, find the task that you want to copy.

  2. Open the task's More menu by selecting the 3 dots (. . .) in the task's upper-right corner, and then select Copy task.

    Screen capture: Shows a task open and the MORE menu in the upper right corner.

    Or, you can open the task's More menu directly from the board, and then select Copy task.

    Screen capture: Showing the MORE menu being opened from a task on the Planner board.
  3. You can change the name of the task, copy the task to a different plan, select a different bucket, and also choose which data you are going to copy over.

    Screen capture: Showing the COPY TASK dialog box. Assignments, Progress, and Dates items are off by default.
  4. If you want to copy the task to a different plan, use the Plan name drop-down box to select a different plan. You'll notice that Assignment, Attachments, and Labels can't be copied across plans. For more information, see What's copied and what's not copied.

    Screen capture: Showing that assignment, attachments, and lables, are grayed out and can't be copied across plans.
  5. Select Copy to save your changes.

  6. You'll get a notification that the task was copied. You can click on the notification and it will take you to the new task that you just copied.

What's copied and what's not copied

The following table describes which elements of a task can be copied to a new task or to a new plan.

Copy within the same plan

Copy to a different plan

Comments

Assignment

Yes

No

People assignments aren't copied by default and you'll have to select the Assignment checkbox. Also, you can't copy assignments to different plans because the memberships may be different. Set and update task progress

Progress

Yes

Yes

Task progress isn't copied by default and you'll have to select the Progress checkbox.

Dates

Yes

Yes

Dates aren't copied by default and you'll have to select the Dates checkbox.

Descriptions

Yes

Yes

Descriptions are saved and copied to new plans and tasks; however, you can uncheck the Descriptions checkbox if you don't want to copy that information over.

Checklists

Yes

Yes

Checklists are saved and copied to new plans and tasks. However, you can uncheck the Checklist checkbox if you don't want to copy that information over.

Attachments

Yes

No

Task attachments can only be copied from within the same plan. Attach files, photos, or links to a task

Labels

Yes

No

Labels are plan-specific. You'll need to create and assign new labels if you're copying this task to a new plan. Flag your tasks with labels

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