Work rarely lives in one place. Your priorities may be spread across personal tasks, shared plans, email follow-ups, meeting notes, and chats. Planner Agent can help bring that work together, delivering intelligent work and task management right within Microsoft 365 Copilot. Now you can see what needs attention, take action, and keep projects moving all in one place. Planner Agent is currently available in Microsoft 365 Copilot through Frontier and can be added from the All agents menu once enabled by your admin.
Focus on what matters
A common challenge at the start of the day or week is not a lack of tasks. It's a lack of clarity. Work often spans Planner, To Do, email, and chat, and pulling that into one clear picture takes time. Planner Agent is designed to solve exactly that. Start with a simple question such as, “What should I focus on today?” and Planner Agent will return a prioritized, interactive view so users can quickly understand what is urgent and act right away.
With Planner Agent, you can get oriented, review what matters, make edits inline, and keep going. Planner Agent can help unify commitments across Microsoft 365, capture follow-ups from the flow of work, and keep plans current without breaking momentum. Whether you're reviewing a Word document, in the middle of a standup, or catching up on your latest emails, you can open Microsoft 365 Copilot and engage Planner Agent. This makes it easy to review your priorities and turn context into action without breaking your flow.
Ask questions across your work
With capabilities such as Q&A across multiple task sources, you can ask the agent about private tasks, tasks assigned to you, flagged emails, and unified plans. The broader capability set also supports grounding across enterprise sources during Q&A, task creation, and task editing, which makes it possible to ask questions that reflect how work actually happens, not just how it is stored.
For example, you can ask:
- “Show me my tasks due this week and help me prioritize what I need to work on.”
- “What is the list of plans that need my attention right now and what actions should I take?”
- “Help me summarize the urgent tasks in the Marketing launch plan and highlight the biggest risks.”
Planner Agent does not just fetch items. It can help you understand urgency, risk, and next steps more intelligently, so you can move from scattered information to clear action without having to piece everything together.
Turn follow-ups into tasks in the right place
Planner Agent can also create new tasks directly in Copilot Chat. Users can create a single task, draft multiple tasks, or ground task creation in enterprise content such as email, chats, files, or meeting content. This helps turn work that is still in conversations into clear, actionable tasks.
For example, a user can review an email thread about a launch, ask Planner Agent to turn follow-ups into tasks, review the suggested titles and due dates in a preview card, remove anything unnecessary, and then confirm the final set before tasks are added to the plan.
You can ask Planner Agent to:
- “Create a task for me to draft the user study by Friday.”
- “Review my emails from today and draft private tasks for the most urgent follow-ups.”
- “Turn follow-ups from this meeting into tasks in the Marketing plan.”
A screenshot of Microsoft 365 Copilot shows an AI-generated draft of a task preview card created from an email thread, with editable task rows.
Update existing tasks without leaving the conversation
Planner Agent also lets you edit existing tasks in both private tasks and unified plans. You can make updates in natural language or directly in the interactive task card such as changing the task name, status, date, priority, or plan without leaving Copilot.
For example:
- “Help me adjust the deadline of my task to this Friday and change its priority to Important.”
- “Mark ‘Q4 launch brief review’ as complete.”
- “For tasks assigned to me across shared plans, push anything due next week by one week.”
Updating work is often where momentum stalls. Planner Agent makes it easy for users to keep current work inline, without breaking focus.
You can review, refine, and confirm task and plan updates before committing them, keeping work efficient, accurate, and in your control. Once confirmed, these changes are reflected directly in Planner. You can move into the Planner app at any time to review the same updates, continue editing, and keep working with your team. This makes Planner Agent feel less like a separate assistant and more like a natural extension of Planner inside Copilot.
A screenshot of Microsoft 365 Copilot demonstrates in-line task editing with before-and-after changes.
Create a structured plan from scratch
Beyond individual tasks, Planner Agent can help generate a comprehensive plan with structure. You can ask for a plan based on a request or a grounded source, and the agent drafts a structured plan for review before saving.
Planner Agent finds the right reference document, confirms it with the user, and drafts a plan based closely on that source. The plan goes beyond a simple task list. It includes hierarchy and organization, with goals to group related work and additional details like buckets and notes to make the plan easier to understand and manage.
This is especially helpful when you are starting a new project or turning a large set of information into an actionable plan. Instead of starting from scratch, you can begin with a goal, deadline, or source document. Planner Agent then provides a structured draft with milestones and tasks that can be quickly refined and saved to Planner.
For example: “Help create a new Planner plan for an upcoming conference based on the ‘AI Initiatives Launch Summit 2026.’ Break it down into goals and buckets and include the appropriate task details.”
A screenshot of Microsoft 365 Copilot shows an AI-generated plan with goals, grouped tasks, and plan details.
Getting started
Getting started is simple:
- Open Microsoft 365 Copilot for Work on the web or in Teams.
- Navigate to All agents.
- Search for Planner (Frontier).
- Add it, then start with a natural prompt like, “Show me my recent high-priority tasks and what’s due this week.” You can also pin it for quicker access or call it directly in Copilot Chat with @ Planner (Frontier).
Availability
Planner Agent is available now in Microsoft 365 Copilot through Frontier for eligible Microsoft 365 tenants. Users need an active Microsoft 365 Copilot license, and access depends on admin enrollment and assignment for Frontier experiences.
Planner Agent is designed for a very practical outcome: less time hunting for work, less time copying action items between tools, and more time moving tasks and plans forward in the flow of work. By making it easier to capture new tasks and update existing ones in the same Copilot conversation where work is already happening, it helps prevent important follow-ups from getting lost in the friction of switching between tools. From answering questions across your private tasks, shared plans, and enterprise sources, to drafting new tasks, updating existing ones, and generating structured plans from scratch, Planner Agent brings work management into the flow of work itself.
Planner Agent is available now in Microsoft 365 Copilot through Frontier, and this is only the beginning. As these experiences continue to evolve, the goal remains the same: help users understand their work faster, take action more easily, and keep work moving with less friction.
Providing feedback
Your feedback is important! While using Planner Agent, use the thumbs up/down option in Copilot to share feedback. We also encourage you to share any feature requests by adding your ideas to the Planner Feedback Portal. Your comments help inform our product roadmap, and we look forward to hearing from you.
Learn more
- Read the following support articles to learn more: What is Planner Agent in Copilot? What can you do with Planner Agent in Copilot?
- Visit planner.cloud.microsoft to access Planner directly from your browser.
- Sign up to receive future communication about Planner.
- Check out the Planner adoption page and Planner help & learning page to learn more about Planner.
- Visit the Microsoft 365 roadmap for feature descriptions and estimated release dates for Planner.
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