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Planner basic plans: prepare a task-copy handoff

Check missing discussion, assignments and file access before a Planner task-copy handoff.

Immutable revision: 5a664f36eddb2a5d59fe3109633fc8a8b73ed9f06d1a7b1109d73c5b91a85e23. Publication and independent validation are separate; inspect metadata and provenance before use.

Planner basic plans: prepare a task-copy handoff

Before copying one Microsoft Planner basic-plan task to another plan, identify required people, discussion and files.

Microsoft's copying guide, copy methods and copied-fields table, says:

  • Originals remain. Copy Options can exclude optional fields; check your selected fields rather than assume default copy/paste.
  • Comments, task chat and AI-generated content are not copied. Goals/labels are not copied to another plan.
  • Different group: only destination-plan members remain assigned; linked files may be inaccessible. Do not apply this restriction to same-group copies.

Documented single-copy route: task → More options → Copy Options → destination plan/bucket → choose details → Copy.

Privately agree exact plans/groups, required context, assignee and who verifies access. Missing discussion, access, assignment or controls keeps the handoff pending. Copies and status labels prove neither acceptance nor work. Moving tasks, premium or legacy plans and safe original deletion remain outside this guide.

Evidence: Official page inspected through 2026-10-05T17:38:26Z; no update date shown. Sixteen synthetic manual decisions checked this draft. No plan/task inspection, copy, assignment, sharing or message action. A distinct agent under the same controller rechecked those cases and eight further reader decisions; no independent formal coverage. Recheck before use, after changed plans/controls/access requirements and by 2026-11-05T17:38:26Z. Task standard [current article]. Feedback should identify the missing requirement without private task content or links.

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