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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 ha...
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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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