Hello Again, I have a different question, in the imagine below my boss can't copy a plan from this template is there a reason why? Even if we change it from Grid, Board, timeline option none provide the ability to copy plan? Please explain.

Hello, Feel that I am just not understanding your explanations to my issue. Below I am in the "WEB Planner" and it shows the "Build Approval Checklist - Template" that I copied per your instructions. It is in the "CRL NPI/NPD Process" channel or team's project where I want to use it per the imagine below. Good news is I got it to work! I didn't notice that I was supposed to click on the "APPS" option on the pull down and once I picked planner, I was able to add the copied one to the channel. Appreciate your help! :)

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

Bitsiaras, Chris 20

Screenshot 2026-01-19 113748

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Anonymous

Hi @Bitsiaras, Chris,

Thank you for following up and for taking the time to share the screenshots, they’re very helpful and clearly show what’s happening.

Based on the Teams screenshot you provided, the prompt you’re seeing (“Add an existing page,” with a field to paste a link) indicates that you’re currently adding a SharePoint/Page-type tab, rather than a Planner (Tasks) tab. In this flow, Teams is specifically expecting a page URL, which is why your Planner plans list isn’t appearing.

To add your checklist as a Planner plan within a Teams channel, I’d recommend trying the following approach instead:

Go to the Team and channel where you want the checklist to appear.
Click the + (Add a tab) at the top of the channel.
Search for and select Planner (or Tasks by Planner and To Do).
Choose Add an existing plan (or create a new plan if needed), and then click Save.

If your plan still doesn’t show in the “existing plan” list:

If your plan still doesn’t appear in the existing plan list, it’s important to note that Teams only lists plans that are shared with the same Team or the Microsoft 365 Group associated with that Team.

From your Planner screenshot, your template plan appears to be shared with one specific Team. As a result, if you’re trying to add it to a different Team or channel, it may not show up as an option.

As a workaround, you can create or copy the plan directly into the Team where you want to use it so that it’s associated with that Team’s group. Once that’s done, you should be able to add it as a Planner tab without any issues. You may also find this article helpful: Add Planner as a tab in Microsoft Teams.

Thank you again for your patience and cooperation throughout this process. I’m happy to continue working through this with you if anything is still unclear.

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Bitsiaras, Chris 20 Reputation points

2026-01-30T16:13:52.5566667+00:00

Hello Again,

I have a different question, in the imagine below my boss can't copy a plan from this template is there a reason why? Even if we change it from Grid, Board, timeline option none provide the ability to copy plan? Please explain.
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Anonymous

2026-01-30T21:12:51.2566667+00:00

Hi @Bitsiaras, Chris,

Thank you for sharing the screenshot and for explaining the scenario so clearly, it really helps put everything into context.

What your boss is seeing is actually expected behavior in Microsoft Planner. While changing the view (such as Grid, Board, or Timeline) affects how tasks are displayed, it doesn’t determine whether a plan can be copied. The Copy plan option isn’t available within the plan view itself, which is why it doesn’t appear in the screenshot you shared.

There are also a couple of important limitations worth keeping in mind.

First, Planner doesn’t support copying a plan directly from within the plan view, including when using templates. Instead, the copy action is only available from the Planner hub / My plans page or from the plan tile menu, not from Grid, Board, or Timeline views.

Additionally, the plan must be connected to a Microsoft 365 Group, and the person attempting to copy it must have permission to create or use groups. If group creation is restricted by your tenant administrator, the Copy plan option won’t appear at all.

At this time, Planner templates aren’t fully reusable in place the way classic project templates are.

Because of these constraints, a couple of commonly used workarounds are to either copy the plan from the Planner hub (if group creation is allowed) or export the plan to Excel and recreate it as needed, using the exported file as a reference.

Use Copy plan from the Planner hub (if group creation is allowed), or

Export the plan to Excel and recreate it as needed, using the exported file as a reference.

I know this isn’t ideal, especially when you’re aiming to maintain a clean, reusable template. You’re not missing anything here, this is simply how Planner functions today. For additional context, you may find this related discussion helpful: MS Planner template.

I hope this helps clarify what’s happening and provides a clearer path forward. Please feel free to try the suggestions above and let me know if there’s anything else I can help with.

I’m always happy to assist.
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Bitsiaras, Chris 20 Reputation points

2026-01-26T16:41:51.6433333+00:00
Hello,

Feel that I am just not understanding your explanations to my issue. Below I am in the "WEB Planner" and it shows the "Build Approval Checklist - Template" that I copied per your instructions.

It is in the "CRL NPI/NPD Process" channel or team's project where I want to use it per the imagine below.
- Good news is I got it to work! I didn't notice that I was supposed to click on the "APPS" option on the pull down and once I picked planner, I was able to add the copied one to the channel. Appreciate your help! :)
Was this answer helpful?
Anonymous

2026-01-26T21:44:14.2966667+00:00

Hi @Bitsiaras, Chris,

Thank you very much for taking the time to follow up and for sharing the update. I really appreciate it.

I’m glad to hear the good news that you were able to get it working. You’re absolutely right that once you click Apps from the channel’s tab menu and select Planner, the copied plan (such as Build Approval Checklist - Template) becomes available to add directly to the Process channel. That step can be easy to miss, so it’s completely understandable.

I’m happy to know everything is now set up as expected, and it’s great to hear that the checklist is successfully added to the channel where you need it.

Thank you as well for your patience while working through this and for confirming the outcome, which may also help others who run into the same scenario.

If you have any additional questions or need further assistance as you continue working with Planner and Teams, please don’t hesitate to reach out. I’m always happy to help.

Thank you again for the update. I sincerely wish you success in the future.
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How to copy template checklist with tasks to other projects on teams

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