Forum Discussion
Custom Template Creation from Premium Plan
Hang on - you mention Duplicate Plan however I do not see a Duplicate Plan option - only Copy Plan. And copying a plan does not include assignments. Is there something I've missed here?
Jamony is right.
I think there may be some terminology confusion here.
In the current Planner experience, what you're seeing depends on the plan type. For Basic plans, you typically see "Duplicate plan" and can create a new plan from the existing one. For Premium plans, the option is usually "Copy plan".
Also note that Microsoft explicitly states that group members and task assignments aren't included when a Premium plan is copied.
Unless I'm mistaken, task assignments are not retained when duplicating a Basic plan either.
So if you only see "Copy plan", it's likely because you're working with a Premium plan rather than a Basic plan.
At this time, there does not appear to be any announced rollout for this capability in either Planner Basic or Planner Premium.