Teams Planner copy function not found

Question

Hi,

I've found an article (https://support.office.com/en-us/article/copy-a-plan-50401e13-a25f-40df-93c6-b608cc28c3d4?ui=en-US&rs=en-US&ad=US)

which details how to make a copy of a plan and the first step is to  "select the three dots (. . .) " - however that is not available for me. I am the creator of the creator of that specific Team and would like to have a monthly checklist which I copy each month.

I can create a new planner and use the existing plan as a template but these templates seems to be connected and as soon as I change anything in the new plan, it changes the same thing in the old plan (e.g. I change the due date for the Dec19 list and it makes the change in the Nov19 list as well)

Could you please help me with this? We'd like to implement to usage across the whole company and I'm in the testing phase to see how it would fit our needs.

Let me know if you need further info for this,

Thanks

Kriszta

Answer 1

Hello Kriszta,

According to your description, may I understand that you’d like to copy a plan in Microsoft Teams? In your post, I did the same test and found it is a normal behavior, because they are the same planner but not copies.

Based on your requirement, I suggest you create a new plan and create a task with checklist. Then you can copy the task. When you update one of the tasks, the other one won’t be changed. To do this, I share the steps with you:

1.  Create a new plan and create a new task with checklist. We can set the due date and others.

2.  Then click the three dots and select Copy task.

3.  Rename the task name and select the task information you want to share.

4.  Once you copy the task, you can click the task to edit it.

Besides, you can also create two different planner tabs and copy the task for one tab to the other one by select the Plan name in step 3. And here is an article for your reference: Copy and move Planner tasks.

If this cannot meet your requirement, we recommend you kindly give your feedback and share your experience via our UserVoice Service. Every customer’s voice is important to us. The related engineers will design or upgrade features referring to customers’ feedback and your ideas will help us to make our product and features better for you. We sincerely appreciate your continued support for our products and services.

Regards,

Seven