How to copy a plan from planner like a project management plan that you created to another separate teams channel

Hi @Keegan Miller,

Thank you for posting your question on Microsoft Q&A Community.

Regarding to your question, you can reuse a plan you’ve created in Microsoft Planner as a template for similar projects in other Teams channels. While Planner doesn’t currently support direct plan duplication across Teams, here are a few step-by-step options to help you replicate your project management plan:

Option 1: Use the “Copy Plan” Feature in Planner

This is the simplest way to duplicate a plan structure.

1. Go to the original plan in Planner.
2. Click the Plan name that you want to copy.
3. Select “Copy plan”.
4. Enter a name for the new plan.
5. Choose the Microsoft 365 Group (associated with the target Teams channel).
6. Click “Copy”.

This will copy the buckets and tasks (without assignments or attachments). You can then add members and customize as needed.

Option 2: Manual Export and Rebuild

If you prefer a manual approach:

1. Export your current plan to Excel using the “Export plan to Excel” option.
2. Use the exported file as a reference.
3. Create a new plan in the target Teams channel and manually recreate the buckets and tasks.

This gives you full control over what gets replicated.

Let me know if you’d like a Power Automate solution or if you’re looking for a way to include task assignments and attachments in the copy.

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What Microsoft 365 group feature are you referring to? I don't see anything about that.

Hi @Keegan Miller,

Thank you for your follow-up question.

As you said that you don't want to do it manually, here’s a step-by-step Power Automate solution to help copy a Microsoft Planner task or schedule to another Teams channel you can try if it works for your situation:

You will need:

• A service account that is a member of the source team.
• Azure App Registration with appropriate Graph API permissions.
• Access to Power Automate and Microsoft Planner.

Step 1: Set Up Azure App Registration

1. Go to https://portal.azure.com.
2. Register a new application.
3. Assign Microsoft Graph API permissions:
   • Group.ReadWrite.All
   • Tasks.ReadWrite
   • Planner.ReadWrite
   1. Generate a client secret and note the Application ID and Tenant ID.

Step 2: Create Power Automate Flow

1. Trigger: Start with a manual trigger or link to a Teams event.
2. Initialize Variables:
   • varTemplatePlanId: ID of the source Planner plan.
     • varTargetGroupId: ID of the target Microsoft 365 Group (linked to Teams channel).
       • varNewPlanName: Name for the new plan.

Step 3: Get Source Plan Details

Use HTTP actions to:

1. Get Buckets from the template plan.
2. Get Tasks for each bucket.
3. Get Categories (labels).

Step 4: Create New Plan

1. Use HTTP POST to create a new plan in the target group.
2. Store the new plan ID.

Step 5: Recreate Buckets

Loop through each bucket from the template:

• Create new buckets in the same order using HTTP POST.

Step 6: Recreate Tasks

For each task:

1. Create a new task in the corresponding bucket.
2. Copy:
   • Title
   • Description
   • Checklist items
   • Priority
   1. Optionally patch metadata like due dates or labels.

Step 7: Add Plan Tab to Teams Channel

Use Graph API to add the new Planner plan as a tab in the target Teams channel.

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Open Planner in MS Explorer (Microsoft 365 online) 

Copy Plan 

Rename (if desired) 

Share Plan with Teams Channel (this will be an existing Group) 

I.e. if you have a Teams Channel named Templates – it will show in Planner-Existing Group: "Templates" 

Go to Teams & Team 

Add Tab – select Planner 

Existing Plan

Select the Plan you copied in Planner and shared with the Teams Channel

Open Planner in MS Explorer (Microsoft 365 online) 

Copy Plan 

Rename (if desired) 

Share Plan with Teams Channel (this will be an existing Group) 

I.e. if you have a Teams Channel named Templates – it will show in Planner-Existing Group: "Templates" 

Go to Teams & Team 

Add Tab – select Planner 

Existing Plan

Select the Plan you copied in Planner and shared with the Teams Channel