Planner Agent in Microsoft 365 Copilot is now generally available

Microsoft

Jun 15, 2026

Planner Agent in Microsoft 365 Copilot is now rolling out to general availability, bringing intelligent, AI-powered work and task management to Microsoft 365 Copilot customers worldwide. Planner Agent in Microsoft 365 Copilot delivers interactive task cards and actionable insights so users can easily prioritize tasks and focus on what matters. Via natural language prompts, users can also create and update tasks directly in Microsoft 365 Copilot.

This release builds on the foundation set during our initial rollout and introduces a host of new capabilities designed to streamline planning and drive better results.

A screenshot of the Planner Agent home page in Microsoft 365 Copilot shows suggested prompts for prioritizing work, creating new tasks, and updating existing tasks.

Here’s what’s new

Customers will notice a comprehensive set of enhancements and new features when using Planner Agent in Microsoft 365 Copilot. Here’s what users can expect:

Quickly find and act on the right plan

The new plan picker makes it easier than ever to find and select the right plan. Users can search and filter their basic plans by name, then interact with the agent to update a task’s name, status, due date, or priority. This feature helps streamline navigation and ensures that teams can quickly access and manage the plans that matter most, improving overall planning efficiency.

A screenshot of Microsoft 365 Copilot Chat shows a list of Planner plans (organized by Pinned in Planner and Recently used) to the right of a user prompt and response from Planner Agent.

Organize work around key objectives

The new goals bucket enables teams to organize tasks around high-level objectives. This ensures that every task is directly tied to strategic priorities, making it easier to track progress and maintain focus on what matters most.

A screenshot of Microsoft 365 Copilot Chat shows a response from Planner Agent with a task card that includes two goals and relevant tasks.

Edit and approve AI content

All AI-generated plans, tasks, and updates are now created in draft mode by default. This gives users the opportunity to review, edit, and approve changes before they are finalized, ensuring greater control and reducing the risk of unintended updates.

A screenshot of Microsoft 365 Copilot Chat shows a response from Planner Agent with a task card. Progress of one of the tasks is being updated from Important to Urgent.

Get more relevant insights

With advanced agent reasoning, you get smarter task management and contextual understanding—offering deeper, more accurate analysis of plans and tasks. Based on the complexity of a user's request, the agent can autoroute to advanced reasoning models to interpret complex instructions and provide more relevant suggestions or a more detailed response. This advanced reasoning is especially evident when users ask the agent to create a plan from enterprise files, such as Word, Excel, or PowerPoint files.

Enjoy faster, more reliable performance

Planner Agent now intelligently matches its reasoning approach to the difficulty of each request, applying lightweight processing to simple tasks and deeper reasoning only when a request demands it—so you get quicker responses without sacrificing quality. We've also made meaningful improvements to the reliability of core operations like creating and updating tasks, plans, goals, and buckets, building on a stronger foundation for everyday planning.

In addition, interactive task cards now render more consistently as you create and update work. With stronger response controls, the agent stays within what it can reliably do—keeping functionality dependable and content quality high.

Keep progress on track

Beyond answering your question, Planner Agent suggests relevant follow-up actions tied to your request and its response — like editing a task, creating a related one, or refining a plan. These in-context suggestions make it easier to take the next step and keep work moving without breaking your flow.

Availability

Planner Agent in Microsoft 365 is now generally available to all users with a Microsoft 365 Copilot license, ensuring broad access across organizations and seamless integration with Teams, Loop, SharePoint, and other Microsoft 365 apps. For more details, see Manage agents in the Microsoft 365 admin center, or contact your admin to ensure the experience is enabled in your tenant.

Provide feedback

Your feedback is important! Explore the new features of Planner Agent in Microsoft 365 Copilot and let us know how it transforms your team’s planning experience by using the thumbs up/down option. We also encourage you to share any feature requests by adding your ideas to the Planner Feedback Portal. Your feedback is invaluable as we continue to evolve and enhance these capabilities for everyone.

Thank you for being part of our journey and helping us shape the future of work management with AI!