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DanHuber's avatar
DanHuber
Iron Contributor
Jan 12, 2026

Microsoft 365 Copilot access to planner tasks?

I try to get Microsoft 365 Copilit access to existing planner plans and it's tasks. Read and possibly write access. 

How would I do that? 

I only have basic plans that are used in our team. Do I have to convert them (if that is possible at all) to the plans with project manager?

I tried Project Manager. That seems to be an enhanced plan. Can I migrate? Does it need additional licenses?

Dan

 

copilot chat

2 Replies

  • DanHuber's avatar
    DanHuber
    Iron Contributor
    Jan 24, 2026

    hello Surya_Narayana​ ,

    Thanks for your reply.

    I repeated my tests with your additional information. The results are not promising I'm afraid.

    • I am tenant global admin
    • I do have valid Copilot licenses assigned to my users and myself
    • Planner plans are normal plans. No license for planner is assigned
    • All users can read and write into plans

    I've made some tests.

    Copilot Chat (Work) tells me that it cannot access. When I ask it if it can see any plan in planner, it tells me:

    "At the moment, I cannot see your Planner tasks directly in this chat because this Copilot session doesn’t have live, delegated access to your Planner/To Do data. I can only surface tasks if they’re referenced in your emails, meetings, chats, files, or transcripts—and none of those currently list Planner tasks assigned to you for this week."

    If asked how to give access, it gives me some powershell commenda for extracing the data and past in to my chat session.

     

     

    In shorts, copilot cannot access the plans in planner I have access to...

     

    Dan

  • Surya_Narayana's avatar
    Surya_Narayana
    MCT
    Jan 18, 2026

    hi DanHuber​ Good question, this is an area where the naming and rollout of Planner / Project Manager / Copilot can be confusing.

    Microsoft 365 Copilot can already read and reason over standard Planner plans and tasks (the ones created in Teams or Planner) as long as the user has access to them. You do not need to convert existing basic plans to Project Manager plans just for Copilot access.

    Write actions (creating or updating tasks) are more limited and depend on where Copilot is being used.

    How Copilot accesses Planner today

    Copilot for Microsoft 365 uses Microsoft Graph and respects:

    The user’s permissions

    Group / Team membership

    Planner task ownership and assignments

    If:

    • The plan is a standard Planner plan (not Project)
    • The user can see the plan in Planner or Teams
    • Copilot is licensed for that user

    Then Copilot can already reference those tasks in prompts like:

    • “What tasks are assigned to me this week?”
    • “Summarize tasks from the Marketing plan”
    • “What’s overdue in Planner?”

    No conversion required.

     

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