Add tab 'Tasks by Planner and To Do' and choose 'Use an existing plan from this team' option. Go to the channel where you want to add the copied plan. Flag your tasks with labelsĬomments aren't copied over to the newly created task. Choose the Teams Group that has the Channel where you want to access this copied plan. You'll need to create and assign new labels if you're copying this task to a new plan. Task attachments can only be copied from within the same plan. However, you can uncheck the Checklist check box if you don't want to copy that information over. You'll have to select the Progress check box.ĭates aren't copied by default and you'll have to select the Dates checkbox.ĭescriptions are saved and copied to new plans and tasks however, you can uncheck the Descriptions check box if you don't want to copy that information over.Ĭhecklists are saved and copied to new plans and tasks. Also, you can't copy assignments to different plans because the memberships may be different. You'll have to select the Assignment check box. People assignments aren't copied by default. Any tasks created this way has copy and move grayed out. And that is to choose the list you want the task and then click on the New Task line. The following table describes which elements of a task can be copied to a new task or to a new plan. There is only one way to create a task in the 'Tasks by Planner and To Do' app.
You can click on the notification and it will take you to the task at its new location. You'll get a notification that the task was moved. Note: When you move a task to a new plan, its label information will be lost. Or, you can open the task's More menu directly from the board, and then select Move task.Ĭhoose the plan and bucket where you want to put the task. ) in the task's upper-right corner, and then select Move task. Open the task's More menu by selecting the 3 dots (. In Planner, select the task that you want to move. You can click on the notification and it will take you to the new task that you just copied. You'll get a notification that the task was copied. For more information, see What's copied and what's not copied. You'll notice that Assignment, Attachments, and Labels can't be copied across plans. If you want to copy the task to a different plan, use the Plan name drop-down box to select a different plan. 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. Or, you can open the task's More menu directly from the board, and then select Copy task. ) in the task's upper-right corner, and then select Copy task. In Planner, select the task that you want to copy.
Need to copy more than just a task? You can also copy a plan. Learn how to copy a task, move a task, and what's copied and what's not copied. With the Copy task and Move task commands, you can:Ĭreate multiples of the same task so you can assign an individual task to everyone on the team You can also move tasks from plan to plan. In Planner, you don't have to spend time recreating the same task within the same plan, or across plans.