# Move a Planner task to another plan > For the full documentation index, see https://250highstreet.com/llms.txt > Use Move task to send a Planner task to another plan, and see what Microsoft says is removed on the way: labels, goals, custom column values and more. Short answer: use Move task, not cut and paste. Microsoft's page on copying and moving tasks says "Cut and paste tasks only within the same plan." To send a task to a different plan, select the task, then Move task, then pick the destination plan and bucket, then Move. Labels, goals and custom column values do not make the trip. Check the task afterward. ## Move, copy and cut are three different things Planner has three ways to put a task somewhere else. They are easy to mix up. - Move task takes the task out of its old place and puts it in the new one. The old plan no longer has it. - Copy makes a second task. The old one stays where it is. - Cut and paste works only inside one plan. It cannot carry a task to a different plan. If you want the task to exist in one place only, use Move task. If you want it in both plans, copy it. Microsoft's page says this article "applies to Microsoft Planner basic plans." If your plan is a premium plan, check with your admin or in the plan itself, because the steps on that page are written for basic plans. ## Before you start 1. Open Planner at [https://planner.cloud.microsoft](https://planner.cloud.microsoft) and open the plan that holds the task. 2. Make sure you can open the destination plan too. You pick it from a list, so it has to be a plan you can see. 3. Decide whether you need the labels, goals and custom column values. They are removed on a move to another plan (see below). Write them down if you want to add them again. 4. If the new plan is in a different group, Microsoft's table says comments are removed. Our advice, not a Microsoft rule: copy any comment text that matters somewhere safe first. ## Steps to move one task Microsoft's page gives these steps. Exact names may differ in your version of Planner. 1. "Select a task." 2. "Select Move task." 3. "Select the destination plan if you want to move the task to a different plan." 4. "Select the destination bucket." 5. "Select Move." The help page for these steps is Copy, cut, paste, and move tasks in Microsoft Planner. The link is in the sources at the end of this guide. ## What Microsoft says happens to the task on a move The result depends on where the destination plan sits. Microsoft's page separates two cases for a move to a different plan. Different plan, same group: Microsoft's table lists goals, labels, custom column values and linked meeting notes as removed. Comments, assignees and attachments are kept. Different plan, different group: comments, goals, labels, custom column values and linked meeting notes are removed. For assignees, the page says "Only members of the destination plan remain assigned." For attachments, it says "Members of the destination plan might not have access to linked files." Microsoft also says: "Date values, task chat, and AI-generated content are kept in all move scenarios." So the plan's group matters. If the old plan and the new plan are in the same Microsoft 365 group, the people stay on the task. If they are in different groups, anyone who is not a member of the new plan drops off the task. Our advice, not a Microsoft rule: after a move, open the task and look at three things. Are the right people still assigned? Does the due date still look right? Do the attached files still open for the people who need them? ## Why the destination plan may not show in the list You pick the destination plan from a list. If the plan you want is not in it, one possible reason comes from a Microsoft Q&A thread. An answer there says: "Generally, in Planner we can move the tasks from one plan to different plan if the Plans are in the same Office 365 Group." The same answer suggests creating a new plan in the existing group and trying again. That answer is from 2021, and the Microsoft support page above describes a move to a different group as well, so the answer may be out of date. Exact behavior can differ by tenant. Our advice, not a Microsoft rule: if the plan is missing from the list, ask your admin whether you are a member of that plan and whether moves between groups are allowed in your tenant. ## Moving many tasks The steps above move one task at a time. Microsoft's page names Move task as the way to go to another plan, and the steps select a task. Our advice, not a Microsoft rule: for a large batch, work in small groups. Move five tasks, check them, then move the next five. If something goes wrong, you find out early. Another way to start: if you need all the tasks of a plan in a new place, see "[Planner: copy plan option is missing](/guides/planner-copy-plan-missing/)" for copying a whole plan instead. ## Keep a record before you move Our advice, not a Microsoft rule: before a big move, save a copy of the plan. See "[Planner Export to Excel option is missing: where to find it](/guides/planner-export-to-excel-missing/)". If a label or note is lost, you still have the old list. A short checklist you can reuse each time: 1. Export or copy the old plan. 2. Write down the labels on the tasks you will move. 3. Move the task. 4. Open the task in the new plan. Check people, dates and attachments. 5. Add the labels again from the new plan's list of labels. 6. Tell the people on the task that it moved. ## What to avoid - Do not use cut and paste to cross plans. It works only inside one plan. - Do not move a task and assume the labels came with it. Microsoft's page says labels are removed. - Do not move a task into a plan where the assigned people are not members. They will drop off the task if the plans are in different groups. - Do not move tasks one by one with no check. Look at the first one before you do the rest. - Do not delete the old plan right after a move. Keep it for a short while in case something is missing. - Do not move a task to "fix" alerts. If people are not getting email about tasks, see "[Planner does not email me when a task is assigned](/guides/planner-notifications-not-working/)". ## If Planner is the wrong place If you keep moving tasks between plans to track one kind of work, the plans may be split in a way that does not fit. Our advice, not a Microsoft rule: pick one plan for one job, and use buckets for stages. If you need columns, filters and totals that Planner does not give you, see "[Microsoft Planner vs SharePoint List: Which Should Your Team Use?](/guides/planner-vs-sharepoint-list/)". For the basic and premium question, see "[Planner Premium or basic Planner for a 10 person team](/guides/planner-premium-vs-basic-small-team/)". If the tasks disappear in Teams after a move, see "[Planner tasks not syncing or disappearing in Teams](/guides/teams-planner-tasks-not-syncing/)". ## When to get help You can build all of this yourself in Microsoft 365. If you would rather have it built and tested for your team, I do that. A tracker like this is a fixed price: \$5,000 for one, built in 2 weeks. See "[What a SharePoint tracker costs to build](/guides/what-a-sharepoint-tracker-costs/)". Bring one example of the problem to a free call. I am Al Davies. I run 250 High Street LLC and build SharePoint trackers and Power Automate flows for operations teams. I work remotely. The first call is free, and I will not try to sell you anything. See trackers I built: [Tools I built](/portfolio/) ## FAQ ### Can I cut and paste a task into another plan? No. Microsoft's page says "Cut and paste tasks only within the same plan." To go to a different plan, use Move task. ### Do labels move with the task? No. Microsoft's page says labels are removed when you move a task to a different plan, in the same group or a different group. Goals and custom column values are removed too. Add the labels again in the new plan. ### Will the people on the task stay assigned? In the same group, Microsoft's page says assignees are kept. In a different group, it says "Only members of the destination plan remain assigned." ### What is the difference between Move and Copy? Move puts the task in the new plan and takes it out of the old one. Copy leaves the original and makes a second task. Pick Move if you want one task in one place. ### Does this work for premium plans? Microsoft's page says it "applies to Microsoft Planner basic plans." For premium plans, check with your admin or in the plan itself. ## Sources - [Microsoft Support, Copy, cut, paste, and move tasks in Microsoft Planner](https://support.microsoft.com/en-us/planner/copy-and-move-planner-tasks) - [Microsoft Q&A, Cannot move tasks between plans in Planner](https://learn.microsoft.com/en-us/answers/questions/5112188/cannot-move-tasks-between-plans-in-planner) ## Related guides - [Add custom fields in Planner](/guides/planner-custom-fields/) - [Planner: set task dependencies without Premium](/guides/planner-task-dependencies-basic-plan/) - [Planner: copy plan option is missing](/guides/planner-copy-plan-missing/) Source: https://250highstreet.com/guides/planner-move-task-to-another-plan/