Learn more about the latest updates to Planner, leveraging the power of Copilot and agents to streamline project management.
In today's fast-paced world, AI has become an essential tool for enhancing productivity and efficiency. We are committed to empowering our users with innovative solutions that simplify their work processes, and we’re thrilled to introduce the latest updates to Microsoft Planner, designed to leverage the power of Copilot and agents to streamline project management and task organization.
With the recent announcement of Project Manager agent, rolling out in public preview in the Planner app in Microsoft Teams, and the rollout of the new Planner for the web, we are bringing you a comprehensive suite of tools to help you and your team achieve more with less effort. We invite you to explore these exciting new features and discover how they can transform the way you work.
Introducing Project Manager agent
Project Manager agent is a new AI-powered agent designed to enhance your planning experience by acting as a virtual project manager within your plans. Project Manager agent is built to streamline your planning process, empowering you to focus on the strategic aspects of your work while it handles some of the tasks on your behalf. It is the latest development in enhancing and transforming team collaboration with AI in Planner. Earlier this year, we introduced Copilot in Planner (preview) as a personal companion experience designed to work alongside your planner workflow. With Project Manager agent, we’re now bringing AI capabilities directly into your plans, allowing you to interact with the agent as an integral part of your plan.
Project Manager agent takes your goals and automatically breaks them down into actionable tasks. But it doesn’t stop there, it can also execute these tasks on your behalf. By managing the plan and executing tasks, the agent enables you to focus on impactful decisions while it contributes directly to the success of your project.
When you start a plan with Project Manager agent, it guides you to define a goal you want to achieve (for example, conducting research on a specific topic). The agent will then generate all the necessary tasks for the research topic. Assign these tasks to the agent, and it will execute on them, providing detailed output that is automatically captured in a Loop page embedded within each task. All members of the plan can collaborate directly within the Loop page, exchanging comments and feedback with the Project Manager agent. Upon selecting Regenerate, the agent incorporates the feedback and generates a refined response, improving the task outcomes. At any point, if Project Manager agent does not have adequate information to generate necessary output, it will even ask clarifying questions that will allow it to provide better responses.
You will notice that Project Manager agent is capable of contributing at every step of your plan, delivering value throughout the process.
A screenshot of the Planner app in Microsoft Teams displaying a list of team tasks as part of a plan shows the new “Assign all to Project Manager” button.
This comes with a new Project Manager View in Planner—your hub for setting goals, generating tasks, and showcasing the execution status. This intuitive interface lets you set your project goals and generate tasks, assign tasks to team members or the agent for execution and track progress and statuses in real time. Additionally, in the board view, you can also group tasks by Project Manager, which shows all the Project manager tasks and status in the appropriate buckets.
At its core, the Project Manager agent runs on the Multi-Agent Runtime Service (MARS), a platform built on Microsoft Autogen. MARS leverages specialized agents with unique expertise, enabling the Project Manager agent to perform effectively across diverse scenarios. See the blog post to learn more about how Project Manager agent and MARS function.
To help you get started, we’ve provided predefined, customizable templates on various topics, allowing you to quickly kickstart a Project Manager plan and easily tailor it to meet your specific goals. Once you’ve selected a template, you can modify the plan to align with your specific needs and goals, ensuring it meets your unique requirements while leveraging the agent’s capabilities for streamlined execution.
From idea, to plan, to done, the Project Manager agent is your trusted partner, ensuring every aspect of your plan is managed seamlessly.
We’re also introducing the Microsoft Whiteboard canvas in Planner! This new feature allows you and your team to brainstorm directly within the context of your plan. Upon creating a new plan with the Project Manager agent, you will now see a Whiteboard tab in the plan. Whiteboard offers a dynamic and collaborative canvas within Planner, allowing users to easily convert ideas into tasks and streamline workflow from ideation to action. In the canvas, you and your team can engage in real-time collaboration using inking, sticky notes, and templates. With the Planner integration, you can quickly convert your notes to tasks in one click, directly adding them to your plan.
A screenshot of a Whiteboard in the Planner app in Microsoft Teams displaying post-it notes from a daily stand-up meeting.
We’re excited to bring these powerful tools to your planning experience, and we can’t wait to see the impact of the Project Manager agent in your daily workflows!
The new Project Manager agent will be rolling out to public preview in the Planner app in Teams in the coming weeks. To explore these capabilities, customers are required to have a Microsoft 365 Copilot license and also need to ensure their current Microsoft 365 licensing allows them access to Microsoft Loop.
As this is a preview release, please note that the features may evolve based on user feedback and ongoing improvements. Initially, Project Manager agent will support English language as the interaction medium, and other languages in the future.
We’d love for you to try it out and share your thoughts to help shape its future development! Please select the thumbs up or thumbs down button in the Project Manager view or in the Task details to share what you think about the experience.
In addition, we are announcing two more capabilities that will be coming soon to Microsoft Planner:
1. Copilot in My Tasks view: This feature brings AI-powered organization and prioritization to your tasks, helping users effectively manage their backlog and enabling them to stay on top of what matters most.
2. Automated status report emails: Provides the capability to automatically generate a status email from your plans, streamlining the process of sharing weekly updates so you can spend less time on emails and more time moving projects forward.
We expect these features to be available for our customers to try early 2025.
Join us at Microsoft Ignite to learn more about Project Manager agent in our breakout session, "Boost productivity with Copilot in Microsoft 365 apps."
Try Planner for the web today!
The new Planner for the web is now available! This marks another major milestone in the Planner journey that we announced last November at Ignite. In April, we launched the new Planner app in Microsoft Teams, and now we've completed the rollout with Planner for the web.
Planner for the web now brings together the simplicity of Microsoft To Do, the collaboration of Planner, the power of Project for the web, and the intelligence of Microsoft 365 Copilot into a simple, familiar experience. Discover a new way to manage tasks for individual plans, team initiatives, and larger scale project management aligned to goals and key strategic objectives.
We’re excited for you to try it out and share your thoughts. Thanks to your ongoing feedback, we’re continuing to roll out bug fixes and new enhancements regularly to both Planner in Teams and Planner for the Web. We have more exciting updates coming soon including the availability of Planner for the web in GCC, a new board view in the My Tasks view, an updated experience for the Planner app in Teams channels, and more. Check in regularly on the roadmap to learn about what’s coming.
Explore the new Portfolios feature
The frequently requested Portfolios feature is also rolling out in the Planner app in Teams and will start rolling out in the new Planner for the web app in the coming weeks!
This powerful addition is designed to help you effortlessly manage and track progress across multiple plans. With Portfolios, you can now get a consolidated view of all your premium plans and tasks, ensuring nothing slips through the cracks. Whether you're coordinating between teams or looking for a top-down perspective, Portfolios in Planner makes it all possible in one location, streamlining workflows and enhancing collaboration.
Join our session at Microsoft Ignite
We are eager to share more details about these exciting updates during our session at Microsoft Ignite! Join us as we dive deeper into the new features and capabilities of Planner, and learn how they can elevate your teamwork. Don't miss this opportunity to connect with our team and get a firsthand look at what's new.
Share your feedback
Your feedback helps inform our feature updates and we look forward to hearing from you as you try out the new Planner! Provide feedback by using the Feedback button in the top right corner of the Planner app. We also encourage you to share any features you want to see in the app by adding it to our Planner Feedback Portal.
Learn more
- Check out the recently refreshed Planner adoption page.
- Sign up to receive future communication about Planner.
- Check out the Microsoft 365 roadmap for feature descriptions and estimated release dates for Planner.
- Watch Planner demos for inspiration on how to get the most out of the new Planner app in Microsoft Teams.
- Watch the recording from September's What’s New and What’s Coming Next + AMA about the new Planner.
- Visit the Planner help page to learn more about the capabilities in the new Planner.
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