How do I duplicate a Plan?

As an admin, learn how to duplicate custom Plans

Kelly Yoon avatar
Written by Kelly Yoon
Updated over a week ago

To duplicate a custom Plan and assign to other Users or Teams:

  1. Click on Plans on the left-hand menu

  2. Select All Plans

  3. Click on the three-dot menu on the Plan you would like to duplicate

  4. Select Duplicate

  5. Select the Account that you'd like to assign the Plan to and make additional updates if necessary

  6. Click Start Plan

Need more info on Plans?

Did this answer your question?