Copy Plan to Existing Group
The ability to copy a Plan was recently released (see link below) but this only provides the ability to copy a plan to a new O365 Group. It does not provide the ability to copy a plan to an existing O365 Group. Most people do not want to create a new O365 Group for every Plan they have (Group sprawl). Please offer an option when copying a Plan to either target an existing Group or a new Group based on your preference.
We have updated our Copy Plan experience – please try it out today!
This improvement includes the ability to choose an existing group or team to copy the plan into (or choose to create a new group). You’ll also be able to customize what gets copied over. Attachments can only be copied over into existing groups/teams.
You can get more details here – https://techcommunity.microsoft.com/t5/planner-blog/expanding-the-copy-plan-and-filtering-features-based-on-your/ba-p/1483491
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When a plan is copied, it remains linked to the original plan. So, say I have a new project that's going to have a similar scope to an existing project, but may have some additional tasks or tasks that don't apply to the plan I'm copying. If I make changes to the copied plan, the original plan changes, as well. The purpose of copying a plan is so you don't have go through the busy work, recreating all the tasks for your next plan. If the plans are exactly the same and every change you make to one plan also changes in the other plan, what's the point of having 2 copies of the exact same thing? Just because a task is added, subtracted or completed on one plan doesn't mean it is the same on the other. This makes no sense. Am I missing something?
This feature is essential for the whole work with MS Planner. It is a huge disadvantage in comparison to trello or wekan.
@E this doesn't copy the plan, but overwrite/modify your existing plan.
Nick Sabbe commented
Come on, MS! Copy Plan as you implemented is not even half a feature!
Update: I found that you can copy a plan to the same O365 Group in Teams simply by adding a tab, selecting Planner, selecting an existing plan, and renaming the plan. Not the most intuitive, but I figured it out. Still, I agree that there should be a way to copy the plan to another Teams, Group, or no Group at all.
Agree 100%. I assumed that after copying a plan, I could add it to Teams. How disappointing that the copied plan can't be included in Teams. On top of that, I get a message that I'd joined a new Outlook group named after the copied plan. Now I'm curious about the use case that lead to this feature implementation. Please change it to allow association with an existing Group and linkage through Teams.
We really need this in our MS Teams for our PMO where we have one Planner list that the PM follows in a ProjMgmt Channel re: the processes yet another list in a separate channel for the core working team.
We definitely need this in our org. The copy function isn't helpful since we need every plan in the same group. Please prioritize this functionality.
Chad Kealey commented
In an academic environment, just about every one of our colleges would love a way to create new plans based on previous ones or copy one forward into the same Team/Group. They can copy tasks, but not buckets and not entire plans. Seems very short-sighted on MS's part. Also, in Flow, there are actions to create buckets and tasks, but not plans themselves, so it's not even possible to achieve this with that tool.
Yes please as this will enable copying a plan to an existing Teams group as well.
Surprising this isn't the default function, almost feels like a bug. Trying to use planner for organising regular monthly tasks, but this makes it difficult.
Eyjólfur Árnason commented
My company really need this feature. Having allot of Planner templates that we need to copy later to projects (Teams).
Caleb Habermehl commented
My company uses Planner for projects, and it's a real pain not being able to copy our process for the next project to the same team.
This seemed like a fairly easy task and thought it would have been completed sooner. Following as I, along with many others, are waiting on this feature.
Dean Gross commented
Why does copying a Plan create a new Group? this is not nearly as helpful as I was expecting. My customers just need to create a copy within the same group, and to be able to copy a plan to an already existing group. Am I doing something wrong or misunderstanding how this works?
Matthew Jarsky commented
This post indicates that MS plans to add the requested functionality: https://techcommunity.microsoft.com/t5/Planner-Blog/Planner-s-new-copy-plan-feature-helps-streamline-work-management/ba-p/364048
“Up next for us, we plan to add copy plan to our Microsoft Teams experience, as well as support copying a plan within the same Office 365 group.”