Moving Plan from one Team to another

[Jonas-T]

If I move the location of a Plan from one Team to another. Will it create problems for the connected co-workers to reach that plan? 

[#2]

Hi @Jonas-T,

There is no way to directly move a Plan from one Team to another. The only way to do it is to copy the Plan to the new Team. This means that the original Plan will remain in the old Team until you delete it.

The best way to "move" a Plan from one Team to another is to copy it.
This will create a new Plan in the new Team, with all of the same tasks, due dates, and assignments as the original Plan. Your co-workers will still be able to access the Plan as usual, and their permissions will be preserved.

To copy a Plan, follow these steps:

1. Open the Plan that you want to copy.
2. Click the Plan options button (the three dots in the top right corner of the screen).
3. Select Copy plan.
4. In the Copy plan dialog box, enter a title for the new Plan and select the Team that you want to move it to.
5. Click Copy.

Once the Plan has been copied, you can delete the original Plan if you no longer need it.

To use an original template in different teams:

1. In a web browser, go to https://tasks.office.com/ and sign in with your work account.
2. Click + New Plan and create a plan called "Template".
3. Customize the plan to your liking.
4. Click Planner hub under + New Plan.
5. Click the ellipses (...) next to your "Template" plan and select Copy Plan.
6. Enter a name for the new plan and select the team channel where you want to use it.
7. Select the information you want to copy from the template (attachments, priority, dates, descriptions, list marks, and tags).
8. Click Copy.

You can repeat this process for each team channel where you want to use the template. Once the plan has been copied, you can add a Planner tab to the channel and select the new plan.

Copy a plan in Planner: https://support.microsoft.com/en-us/office/copy-a-plan-50401e13-a25f-40df-93c6-b608cc28c3d4

Teams copying Planner from one channel to another within a team - Microsoft Community

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Kindest regards,

Leon Pavesic
(LinkedIn)

[#3]

@LeonPavesic I've done this but it doens't transfer completed tasks, those assigned to the task or attachments. Is there a way to move the entire exact plan?

[#4]

@LeonPavesic 

I tried the Option provided to copy a Project Plan from one Team to another.  I do see the copy plan but I am never given an option to pick the TEAM I want to copy it to.  Is this a limitation by my company or am I missing something.

I have been able to copy Planner but not Project Plan.