MOVING PLANNER CHECKLIST HOW TO

Also, you can't copy assignments to different plans because the memberships may be different. You'll have to select the Assignment check box. People assignments aren't copied by default. The following table describes which elements of a task can be copied to a new task or to a new plan. You can click on the notification and it will take you to the task at its new location. You'll get a notification that the task was moved. Note: When you move a task to a new plan, its label information will be lost. Or, you can open the task's More menu directly from the board, and then select Move task.Ĭhoose the plan and bucket where you want to put the task.

) in the task's upper-right corner, and then select Move task. Open the task's More menu by selecting the 3 dots (. In Planner, select the task that you want to move. You can click on the notification and it will take you to the new task that you just copied. You'll get a notification that the task was copied. For more information, see What's copied and what's not copied. You'll notice that Assignment, Attachments, and Labels can't be copied across plans. If you want to copy the task to a different plan, use the Plan name drop-down box to select a different plan. You can change the name of the task, copy the task to a different plan, select a different bucket, and also choose which data you are going to copy over. Or, you can open the task's More menu directly from the board, and then select Copy task. ) in the task's upper-right corner, and then select Copy task.

In Planner, select the task that you want to copy. Need to copy more than just a task? You can also copy a plan.

MOVING PLANNER CHECKLIST HOW TO

Learn how to copy a task, move a task, and what's copied and what's not copied. With the Copy task and Move task commands, you can:Ĭreate multiples of the same task so you can assign an individual task to everyone on the team You can also move tasks from plan to plan. In Planner, you don't have to spend time recreating the same task within the same plan, or across plans.

Moving planner checklist