Forum Discussion
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
1 Reply
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.
