Planner - Duplicate your plans in one click Tutorial

Unlock the power of efficiency with 'Duplicate Your Plans in One Click.' Learn how to effortlessly duplicate your plans, saving time and hassle in project preparation. This essential guide will show you the steps to copy your structures quickly, customize elements, and streamline your workflow. Don't miss out on this game-changing technique—watch now!

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Available in Microsoft365

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you will learn how to duplicate an existing plan

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to reuse its structure and save valuable time

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when preparing new projects.

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Start by identifying the plan you want to copy,

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then click on the small arrow to the right of its name,

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select the copy plan command,

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a dialog box will appear

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prompting you to name your copy.

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Rename the plan according to your needs.

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It is then mandatory to select a group,

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otherwise the copy cannot be created.

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Once the group is indicated,

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precisely check the layers or elements to duplicate,

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such as the description,

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the list of controls,

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the labels,

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or the priorities according to what you need.

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Confirmed by clicking on copy

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planner informs you that the new plan will appear in the list.

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Depending on the complexity of the plan,

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the operation may take from a few seconds to a few minutes.

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As soon as the copied plan appears,

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click on it.

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You will only find the elements you chose to copy.

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Finish by modifying the information and adapting

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the content to your project's requirements.

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You now master duplicating an existing plan

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and customizing it,

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a process that streamlines your workflow

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and speeds up the implementation of your upcoming projects.

Mandarine AI: WHAT YOU SHOULD KNOW

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