Duplicate your plan

Instead of creating a new plan from scratch, you can duplicate an existing plan.

To duplicate the plan you’re currently on:

1. From the Roadmap view, navigate to settings using the  next to your plan name > Duplicate.

2. Choose your new plan’s name, then select Confirm.

You can also duplicate a different plan from the View all plans page by selecting the on the right side of the screen.

This new plan inherits the following:

• plan settings, such as:

  • work sources

  • exclusion rules

  • scheduling configurations

  • permissions

  • custom fields

• view settings, such as:

  • how work items are grouped

  • any dependency settings

  • any coloring options

• any custom saved views created in your original plan

• all filters currently applied to your plan.