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How to Fix Cannot Copy a Planner Plan to Another Group

Maira Mehtab Sep 22, 2026 869 views

Question details

The user is unable to copy a Microsoft Planner plan from a template or one Microsoft 365 group to another, likely due to a recent interface update.

Product: Microsoft Planner
Device & OS: not provided
Scenario: Attempting to duplicate or copy an existing Planner plan to a different Microsoft 365 group.
Observed behavior: The option to copy the plan is missing or fails, preventing the transfer of the plan to the target group.

Before you start

Ensure you have the necessary permissions to create or manage Microsoft 365 groups, as copying a plan requires the destination to be a group-connected environment.

Solution 1Recommended

Connect to a Group and Copy in the New Planner Interface

Use this method to locate the moved 'Copy plan' option in the updated Microsoft Planner and ensure your plan is properly group-connected.

In recent updates to Microsoft Planner, the interface has changed, and the 'Copy plan' feature has been relocated. Furthermore, Planner now strictly requires that only group-connected plans can be copied to another Microsoft 365 group.

Locate the Plan Menu

Open Microsoft Planner and navigate to the plan you want to copy. Look for the drop-down arrow right beside the plan name at the top of the interface.

Check Group Connection

Ensure your current plan is connected to a Microsoft 365 group. If it is not, you must first connect it to an existing group or create a new one from the plan settings.

Copy the Plan

Click the down arrow next to the plan name to open the menu, then select 'Copy plan'. Choose your target Microsoft 365 group as the destination.

Requirement: Only plans that are connected to a Microsoft 365 group will display the option to be copied to another group.

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Frequently Asked Questions

Why is the 'Copy plan' option missing in Microsoft Planner?

The 'Copy plan' option may be missing if your plan is not connected to a Microsoft 365 group. In the new interface, it has also been relocated under the drop-down arrow next to the plan's name at the top of the screen.

Can I copy a basic Planner plan without a Microsoft 365 group?

No, Microsoft Planner requires a plan to be group-connected before you can copy it to another group. You must connect it to a new or existing group first.

How do I connect an existing Planner plan to a Microsoft 365 group?

You can connect a plan by navigating to the plan settings and selecting the option to add it to a Microsoft 365 group. This will link the plan's resources to the group's shared workspace.

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