How to copy template checklist with tasks to other projects on teams

Hello again,

I found the template that I copied on " MY PLANS" (see 2nd imagine). I opened it again and reassociated it on the web to the team's group/channel. There is no list of plans for me to pick from.. please see 1st image.

Hello,

I followed the steps below, but the problem again is I am not seeing the plan I copied. There is no visible list showing it. Please explain what am I doing wrong?

To make the copied plan visible in the target Team, you’ll just need one additional step in Teams:

• First, open the destination Team and go to the channel where you want to use the copied checklist.
• Then, select + (Add a tab) at the top of the channel. Choose Tasks by Planner and To Do. Select Use an existing plan, and in the list, look for the plan name you copied.
• Finally, save the tab, and the copied checklist should appear in that channel.

Hello,

Unfortunately, I am not having any success even though I followed the steps below:

https://learn.microsoft.com/en-us/answers/questions/5516255/how-to-copy-a-plan-from-planner-like-a-project-man

See below on my image I am following the steps. The copy isn't showing up on the other Group target Teams channel.

Hi @Bitsiaras, Chris,

Thank you for posting your question in the Microsoft Q&A forum and for sharing the screenshot, it really helps clarify the scenario.

From what you’re showing, your “template checklist” appears to be a Planner plan that’s surfaced in Teams through Tasks by Planner and To Do, with buckets acting as columns and tasks containing checklists. With that in mind, the most straightforward and reliable way to reuse this setup across other Teams “projects” is to copy the entire Planner plan and then add the copied plan as a tab in the destination Team or channel.

To help you get there smoothly, you can follow these steps:

• First, open the plan in Microsoft Planner on the web. This is important, as the Copy plan option is most consistently available in the web experience.
• Next, select the three dots (…) in the upper‑right corner of the plan, and then choose Copy plan.
• After that, select the destination Microsoft 365 Group or Team (in other words, the Team that backs your target project or channel).
• Then, choose which elements you’d like to copy, such as the description, checklists, labels, dates, or attachments and select Copy plan to proceed.
• Finally, go back to Teams, open the target Team or channel, select + (Add a tab), choose Tasks by Planner and To Do, select Use an existing plan, and pick the newly copied plan. This step links the copied plan directly into the project space.

For reference, you may find these Microsoft resources helpful:

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

That said, it’s also worth keeping a couple of things in mind:

• When copying a plan to a different group or Team, certain elements, most commonly assignments, attachments, and labels may not carry over, as these can be group‑specific.
• However, buckets (columns), tasks, and checklists do copy successfully, provided they’re selected during the copy process.

If, instead, you only need to reuse part of a checklist rather than the entire plan, there’s also a more granular option available. In that case:

• Open the individual task you’d like to reuse.
• Select … (More) and then choose Copy task.
• From there, select the destination plan and bucket, choose which task details to include, and confirm.

This approach is the official method for copying or moving tasks across plans, although it does typically work one task at a time.

Reference: Copy and move Planner tasks.

I hope this helps you move forward more smoothly. If these steps don’t quite meet your expectations or if your setup looks a bit different, please don’t hesitate to comment below. I’ll be happy to work through it with you.

Thank you for your patience and understanding, and I look forward to assisting you further.

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