Introducing a refreshed design, task chat, and more in Microsoft Planner
We’re excited to announce that a modernized user interface and new features are now rolling out to basic plans in both Planner in Teams and Planner for the web. The updated design offers enhanced navigation, responsive layouts, a new goals view for setting objectives and priorities, and task chat—one of your most requested features—to enable real-time collaboration and @ mentioning team members. This release aims to make planning easier for everyday users while preparing for future AI-powered capabilities. Our goal is to streamline planning by making it more intelligent and connected, so teams can concentrate on achieving results rather than managing tasks. What's new in Planner A refreshed design: With this rollout, users will be able to manage their plans in a cleaner, more modern interface that offers faster performance and brings a more consistent planning experience across work. Planner’s new look was designed to feel simpler, allowing users to find what they need. It reduces visual clutter, improves layout and spacing, and creates a more focused workspace. Task chat with @ mentions: A new task chat is coming to basic plans, bringing real-time, threaded conversations directly into tasks, including @ mentions, rich formatting, emojis, and notifications to help keep decisions tied to the specific task at hand. Plan members who are @ mentioned in a task will receive a notification in their Teams Activity feed and via email and can select the notification which takes them directly to the task card for additional context. Note that previously, users received notifications for every task comment, but as a result of customer feedback, we now only send notifications to mentioned users. The ability to @ mention team members directly in a task has been a top request, and we’re excited to roll this out in a familiar, chat-based experience. Please note, premium plans will continue to utilize the existing task conversation experience. This will converge into the new experience at a later point in time. Goals view: Basic plans will now include a dedicated Goals view, allowing teams to set clear, well-defined objectives to help prioritize work. By connecting tasks to shared goals, teams achieve greater alignment, gain clarity on priorities, and track progress and outcomes—driving the plan forward together. Access to Goals view in basic plans requires either a Planner premium license or a Microsoft 365 Copilot license. Notes on availability Please note that not all users will see the new Planner interface at the same time. This refreshed interface, along with Task chat and Goals view, begins rolling out to basic plans today and will continue to roll out over the coming weeks. This is only the beginning This redesign lays the groundwork for many more improvements coming to Planner in the next few weeks and months, including: Project Manager agent in basic plans – to help with task execution and the creation of status reports. Custom templates. Planner in Outlook. Stay tuned for announcements regarding these updates and more aligned to our long-term vision for integrated work management. Feature availability, naming, and timelines are subject to change. Please refer to the Microsoft 365 Roadmap for the latest status. Addressing your feedback We heard your feedback about inconsistencies between basic and premium plans. This refresh starts closing those gaps, so features appear consistently across plans based on your license. For example, users with a Planner premium license will now see Goals in basic plans, and users with a Microsoft 365 Copilot license will soon have access to Project Manager Agent in basic plans as well. Tell us what you think about the new Planner interface, Task chat, and Goals view by selecting More (circled question mark icon) in the top right corner of the app, then selecting Feedback from the dropdown menu. We also encourage you to share any feature requests by adding your ideas to the Planner Feedback Portal. Your feedback helps inform our feature updates, and we look forward to hearing from you. Learn more Sign up to receive future communication about Planner. Learn more about Planner in our Frequently asked questions. 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. Walk through the interactive demos for Project Manager Agent in Planner and Project Manager Agent skills in Teams meetings.Unleashing the power of agents in Microsoft Planner
In today's fast-paced world, AI has become an essential tool for enhancing productivity and efficiency. We are committed to empowering our users with innovative solutions that simplify their work processes, and we’re thrilled to introduce the latest updates to Microsoft Planner, designed to leverage the power of Copilot and agents to streamline project management and task organization. With the recent announcement of Project Manager agent, rolling out in public preview in the Planner app in Microsoft Teams, and the rollout of the new Planner for the web, we are bringing you a comprehensive suite of tools to help you and your team achieve more with less effort. We invite you to explore these exciting new features and discover how they can transform the way you work. Introducing Project Manager agent Project Manager agent is a new AI-powered agent designed to enhance your planning experience by acting as a virtual project manager within your plans. Project Manager agent is built to streamline your planning process, empowering you to focus on the strategic aspects of your work while it handles some of the tasks on your behalf. It is the latest development in enhancing and transforming team collaboration with AI in Planner. Earlier this year, we introduced Copilot in Planner (preview) as a personal companion experience designed to work alongside your planner workflow. With Project Manager agent, we’re now bringing AI capabilities directly into your plans, allowing you to interact with the agent as an integral part of your plan. Project Manager agent takes your goals and automatically breaks them down into actionable tasks. But it doesn’t stop there, it can also execute these tasks on your behalf. By managing the plan and executing tasks, the agent enables you to focus on impactful decisions while it contributes directly to the success of your project. When you start a plan with Project Manager agent, it guides you to define a goal you want to achieve (for example, conducting research on a specific topic). The agent will then generate all the necessary tasks for the research topic. Assign these tasks to the agent, and it will execute on them, providing detailed output that is automatically captured in a Loop page embedded within each task. All members of the plan can collaborate directly within the Loop page, exchanging comments and feedback with the Project Manager agent. Upon selecting Regenerate, the agent incorporates the feedback and generates a refined response, improving the task outcomes. At any point, if Project Manager agent does not have adequate information to generate necessary output, it will even ask clarifying questions that will allow it to provide better responses. You will notice that Project Manager agent is capable of contributing at every step of your plan, delivering value throughout the process. This comes with a new Project Manager View in Planner—your hub for setting goals, generating tasks, and showcasing the execution status. This intuitive interface lets you set your project goals and generate tasks, assign tasks to team members or the agent for execution and track progress and statuses in real time. Additionally, in the board view, you can also group tasks by Project Manager, which shows all the Project manager tasks and status in the appropriate buckets. At its core, the Project Manager agent runs on the Multi-Agent Runtime Service (MARS), a platform built on Microsoft Autogen. MARS leverages specialized agents with unique expertise, enabling the Project Manager agent to perform effectively across diverse scenarios. See the blog post to learn more about how Project Manager agent and MARS function. To help you get started, we’ve provided predefined, customizable templates on various topics, allowing you to quickly kickstart a Project Manager plan and easily tailor it to meet your specific goals. Once you’ve selected a template, you can modify the plan to align with your specific needs and goals, ensuring it meets your unique requirements while leveraging the agent’s capabilities for streamlined execution. From idea, to plan, to done, the Project Manager agent is your trusted partner, ensuring every aspect of your plan is managed seamlessly. We’re also introducing the Microsoft Whiteboard canvas in Planner! This new feature allows you and your team to brainstorm directly within the context of your plan. Upon creating a new plan with the Project Manager agent, you will now see a Whiteboard tab in the plan. Whiteboard offers a dynamic and collaborative canvas within Planner, allowing users to easily convert ideas into tasks and streamline workflow from ideation to action. In the canvas, you and your team can engage in real-time collaboration using inking, sticky notes, and templates. With the Planner integration, you can quickly convert your notes to tasks in one click, directly adding them to your plan. We’re excited to bring these powerful tools to your planning experience, and we can’t wait to see the impact of the Project Manager agent in your daily workflows! The new Project Manager agent will be rolling out to public preview in the Planner app in Teams in the coming weeks. To explore these capabilities, customers are required to have a Microsoft 365 Copilot license and also need to ensure their current Microsoft 365 licensing allows them access to Microsoft Loop. As this is a preview release, please note that the features may evolve based on user feedback and ongoing improvements. Initially, Project Manager agent will support English language as the interaction medium, and other languages in the future. We’d love for you to try it out and share your thoughts to help shape its future development! Please select the thumbs up or thumbs down button in the Project Manager view or in the Task details to share what you think about the experience. In addition, we are announcing two more capabilities that will be coming soon to Microsoft Planner: 1. Copilot in My Tasks view: This feature brings AI-powered organization and prioritization to your tasks, helping users effectively manage their backlog and enabling them to stay on top of what matters most. 2. Automated status report emails: Provides the capability to automatically generate a status email from your plans, streamlining the process of sharing weekly updates so you can spend less time on emails and more time moving projects forward. We expect these features to be available for our customers to try early 2025. Join us at Microsoft Ignite to learn more about Project Manager agent in our breakout session, "Boost productivity with Copilot in Microsoft 365 apps." Try Planner for the web today! The new Planner for the web is now available! This marks another major milestone in the Planner journey that we announced last November at Ignite. In April, we launched the new Planner app in Microsoft Teams, and now we've completed the rollout with Planner for the web. Planner for the web now brings together the simplicity of Microsoft To Do, the collaboration of Planner, the power of Project for the web, and the intelligence of Microsoft 365 Copilot into a simple, familiar experience. Discover a new way to manage tasks for individual plans, team initiatives, and larger scale project management aligned to goals and key strategic objectives. We’re excited for you to try it out and share your thoughts. Thanks to your ongoing feedback, we’re continuing to roll out bug fixes and new enhancements regularly to both Planner in Teams and Planner for the Web. We have more exciting updates coming soon including the availability of Planner for the web in GCC, a new board view in the My Tasks view, an updated experience for the Planner app in Teams channels, and more. Check in regularly on the roadmap to learn about what’s coming. Explore the new Portfolios feature The frequently requested Portfolios feature is also rolling out in the Planner app in Teams and will start rolling out in the new Planner for the web app in the coming weeks! This powerful addition is designed to help you effortlessly manage and track progress across multiple plans. With Portfolios, you can now get a consolidated view of all your premium plans and tasks, ensuring nothing slips through the cracks. Whether you're coordinating between teams or looking for a top-down perspective, Portfolios in Planner makes it all possible in one location, streamlining workflows and enhancing collaboration. Join our session at Microsoft Ignite We are eager to share more details about these exciting updates during our session at Microsoft Ignite! Join us as we dive deeper into the new features and capabilities of Planner, and learn how they can elevate your teamwork. Don't miss this opportunity to connect with our team and get a firsthand look at what's new. Share your feedback Your feedback helps inform our feature updates and we look forward to hearing from you as you try out the new Planner! Provide feedback by using the Feedback button in the top right corner of the Planner app. We also encourage you to share any features you want to see in the app by adding it to our Planner Feedback Portal. Learn more Check out the recently refreshed Planner adoption page. Sign up to receive future communication about Planner. Check out the Microsoft 365 roadmap for feature descriptions and estimated release dates for Planner. Watch Planner demos for inspiration on how to get the most out of the new Planner app in Microsoft Teams. Watch the recording from September's What’s New and What’s Coming Next + AMA about the new Planner. Visit the Planner help page to learn more about the capabilities in the new Planner.Manage multiple plans effortlessly with the new Portfolios feature in Microsoft Planner
Managing multiple plans across different projects can often become overwhelming for team leads, project managers, or any user handling various deliverables. To simplify the process, we’ve designed a new feature—Portfolios—to help users easily track and manage multiple plans in the Planner app in Microsoft Teams. Portfolios can help simplify complex plan oversight by giving you a consolidated view of all your premium plans and tasks, ensuring nothing slips through the cracks. Once rolled out to your organization, users with a Planner and Project Plan 3 or Planner and Project Plan 5 license will be able to create portfolios to group and manage related plans, track progress at a high level, and visually organize tasks using the Roadmap view. Whether coordinating between various teams or looking for a top-down perspective of multiple plans, the Portfolios feature in the Planner app in Teams makes it all possible in one location—streamlining workflows and improving collaboration A screenshot of the Planner app in Teams displaying a list of plans added to a new portfolio. How it works To get started with Portfolios in Planner once it’s rolled out to your organization, follow the steps below: Navigate to or launch the Planner app in Teams. If you have a Planner and Project Plan 3 or Planner and Project Plan 5 license, you’ll see the new My Portfolios tab in the left navigation directly below My Day, My Tasks, and My Plans. Select the My Portfolios tab to get started with your first portfolio. Then, select the + New Portfolio button. Alternatively, you can select the down arrow directly to the right of the + New plan button at the bottom of the left navigation, then select Portfolio. A screenshot of the Planner app in Teams displaying the new My Portfolios tab with a message that reads, “Get started with your first portfolio!” 3. Add a name for the new portfolio (required), then add it to a group (optional) by selecting the appropriate group from the drop-down. Then, select the Create button. Scenarios to try Below are just a few powerful ways to leverage the new Portfolios feature in Planner. Consolidate multiple plans into a single portfolio: Simplify the process of tracking deliverables and deadlines by creating a portfolio for your ongoing plans. After selecting the Create button, you will see the following message, “There are no plans in your portfolio yet.” Select the + Add Plan button to access a list of all the premium plans you are a member of, including plans you’ve created, as well as those you’ve been added to. A screenshot of the Planner app in Teams displaying the Plans view for My Portfolios with the Add Plan pane open to the right. Select and connect the plan you want to add to the new portfolio as instructed in the Add Plan pane to the right. Properties that are extracted from the plan and displayed in the Plans view include Project Manager, Progress (% complete), Start Date, and Finish Date. The Status field is a drop-down list which enables you to manually select the status of the plan—Not started, On track, At risk, Off track, or Closed—so you can easily identify how the plan is progressing. 2. View your portfolio of plans and their associated tasks as a visual timeline: As soon as you add a plan to the portfolio, a row gets created for that plan on the Roadmap view. In the Roadmap view, you can easily add tasks from the included plans and track them together visually in a timeline view. To add tasks to the timeline, simply select the corresponding plan in the Roadmap view. Upon selection, you will see a Details pane open to the right of Teams with a list of tasks tied to the plan. From here, select the task (or tasks) you want to add to the Roadmap view, then select Add items. A screenshot of the Planner app in Teams displaying the Roadmap view for My Portfolios with the Add items pane open to the right. The selected tasks are displayed as a visual timeline for that plan. A screenshot of the Planner app in Teams displaying a timeline view of plans (and their tasks) added to a new portfolio. 3. Collaborate with your team members: Portfolios in Planner uses the Microsoft 365 group construct to invite users to collaborate on the portfolio. Select the Share button in the top right corner of the portfolio to open the Invite members dialog box. A screenshot of the Planner app in Teams displaying the Plans view for My Portfolios with the Invite members window open in the center. From here, you can create a new Microsoft 365 group by entering each member’s name in the designated text box, then selecting the Create group button. Or, you can add the portfolio to an existing Microsoft 365 group by selecting Add to existing group, then selecting the appropriate group from the drop-down and selecting the Add button. Please note, adding a member to the portfolio does not give the user access to the plan(s) included in the portfolio, but rather enables them to see the portfolio-level aggregations. Availability of Portfolios in Planner The new Portfolios feature is currently rolling out in the Planner app in Teams. Once rolled out to your organization, users with a Planner and Project Plan 3 or Planner and Project Plan 5 license will see the new My Portfolios tab in the left navigation. Users with Planner in Microsoft 365 or a Planner Plan 1 license can view portfolios shared with them in read-only mode. Portfolios will start rolling out in the new Planner for the web in the coming weeks. Share your feedback! We look forward to hearing your feedback and learning more about how you use portfolios in Planner. Please share some of your use cases in the comments below, or let us know how we can help to improve the experience. You can also send feedback via the Planner Feedback Portal or directly in the Planner app by selecting More (the question mark) in the upper right corner, then Feedback.What's new in Microsoft Planner – June 2025
Discover the latest enhancements in Planner, designed to help you manage your work more efficiently. This month, we’re excited to highlight new features and updates that make planning, organizing, and tracking tasks simpler than ever. Get real-time task notifications for Project Manager agent via email In May, we introduced real-time task notifications for Project Manager agent in Planner in Teams, alerting you when a task is completed and ready for review or when your input is needed to move it forward. We’re now expanding these capabilities to send you notifications via email. This enhancement gives you more flexibility in how you stay informed, helping you maintain momentum on critical tasks—even when you’re away from Teams. Whether you prefer to manage your day from your inbox or your Activity feed, these notifications ensure you never miss a beat on the tasks assigned to Project Manager agent. Boost efficiency with Planner's bulk editing feature Planner’s new bulk editing feature is here to simplify task management. In the Grid view of any basic plan, you can now update multiple tasks simultaneously—assign tasks, adjust priorities, update progress, and modify start and due dates—all in one go. To get started, navigate to a basic plan and select the Grid view. Then, select a set of tasks you want to update by either selecting and dragging the tasks or by using Ctrl + the up arrow or down arrow. Use Project Manager agent to generate status reports - now in public preview The new Status Reports feature in Planner in Teams enables you to auto-synthesize your plan's progress, milestones, risks, and next steps, ensuring everyone on your team has shared visibility. All report features, including the ability to share the status report as a newsletter, are now available in public preview for all English users. Support for additional languages is being rolled out in the coming days. Learn more about how to generate status reports in minutes with Project Manager agent in Planner. Project Manager agent now supported in 40+ languages We’re excited to share that Project Manager agent is now multi-lingual! With this update, you can now use the Project Manager agent to generate and execute on tasks in any language that is also available for Microsoft 365 Copilot, excluding Arabic and Hebrew for now. Note that Arabic and Hebrew support, as well as the ability to generate status reports in these languages, will be available later this week. See the full list of supported languages for Microsoft 365 Copilot. ICYMI: A look back at what we shipped earlier this year Now that we’re halfway through the year, our team would love to recap some of our favorite Planner features that have shipped recently: Project Manager agent in public preview: The Project Manager agent is an AI-powered virtual project manager designed to enhance your planning experience by streamlining workflows and handling tasks on your behalf. The Project Manager agent integrates AI directly into your plans, empowering you to focus on strategy, while enabling smarter team collaboration. See our announcement blog post to learn more. Custom backgrounds: Personalize your workspace with images or themes, enhancing visual appeal and organization. To add a background, open the Plan details of any basic plan by either selecting the plan name or the dropdown menu next to it in the plan header. Board view in My Day and My Tasks: With Board view now available in My Day and My Tasks, you can manage and prioritize your tasks in a more visual way. Reorder columns across all plans: Previously, reordering columns was only available in premium plans. With this update, reordering columns is available across all Grid views. To try it out, simply select and drag the column headers to rearrange them, or use the CTRL + Shift + < and CTRL + Shift + > keyboard shortcuts. Generate status reports using Project Manager agent: The new Status Reports feature in Planner in Teams enables you to auto-synthesize your plan's progress, milestones, risks, and next steps, ensuring everyone on your team has shared visibility. Learn more about how to generate status reports in minutes with Project Manager agent in Planner. Retirement of Microsoft Project for the web: We also wanted to take this opportunity to remind everyone that starting August 1st, 2025, we will be transitioning all users to Microsoft Planner. As an effort to provide a unified work management experience, we are retiring Project for the web, as well as the Project and Roadmap apps in Microsoft Teams. No actions are necessary in preparation for this change as all licensing should carry over seamlessly. Learn more about this change in our announcement blog post. Do you have a Planner feature you’ve been enjoying recently? Let us know in the comments! Share your feedback Tell us what you think about the new Planner using the Feedback button in the top right corner of the app. We also encourage you to share any feature requests by adding your ideas to the Planner Feedback Portal. Your feedback helps inform our feature updates, and we look forward to hearing from you as you try Planner’s new and existing capabilities! Resources Check out the Planner adoption page. Sign up to receive future communication about Planner. Check out the Microsoft 365 roadmap for feature descriptions and estimated release dates for Planner. Watch Planner demos for inspiration on how to get the most out of Planner in Teams. Visit the Planner help page to learn more about the new Planner.The next chapter for AI-powered work management in Microsoft Planner
Today at Microsoft Ignite, we’re excited to share the next major evolution in work management—one that builds on the journey we began in April 2024, when we unified Microsoft To Do, Planner, and Project for the web into a single, modern experience we called the new Planner. Now available in Microsoft Teams and as a web app, Planner has further been enhanced with the Project Manager Agent, an AI-powered assistant that helps streamline your planning process. Now, we’re taking the next step by bringing advanced AI skills through Project Manager Agent to our platform—delivering intelligent automation and a seamless planning environment that can help empower teams to move faster, stay aligned, and deliver results with less friction. A day in the life: From conversation to coordination It’s Monday morning. A product launch team gathers—some in person, some remote. Instead of action items getting lost in chat threads or emails, Facilitator and Project Manager Agent are now part of the meeting experience. During the meeting, Facilitator listens for spoken intent and captures decisions as actionable tasks. Team members can also prompt Facilitator through the meeting chat to add, update, or assign tasks in real time. This ensures that nothing is missed and that tasks are created directly from the flow of conversation. Project Manager Agent structures these tasks within Planner, assigning owners and due dates as directed by the team. The agent helps team members organize and track their work efficiently by making it easier to create, assign, and update tasks within Teams meetings. Furthermore, the Project Manager Agent works alongside Facilitator to generate a marketing plan, so the team can use the document as a reference for stakeholders. The agents are able to create the document, pulling context from the meeting transcript, meeting chat, and files shared during the meeting. The document is posted in the meeting chat and is also available as an attachment to the task in the meeting plan. As the meeting wraps up, the plan is live in Planner, with clear ownership and next steps. Everyone leaves the meeting aligned, knowing exactly what needs to be done and who is responsible. This is the story we’re showcasing at Ignite: how Planner and agents are helping teams drive work across Teams. What’s rolling out soon to general availability Below is a list of features that are currently available in public preview and rolling out to general availability in the next two weeks. Project Manager Agent skills in Teams meetings: Leveraging the skills of Project Manager Agent, Facilitator can create tasks during meetings and automatically extract tasks from meeting transcripts to ensure nothing is overlooked. These tasks are captured in meeting notes and seamlessly synced to Planner for enhanced post-meeting tracking. Additionally, the Facilitator can generate documents from meetings, helping resolve the "cold start" challenge. Simply @mention Facilitator to create, assign, or access tasks, or to generate required documents. Project Manager Agent skills in Teams channels: Leveraging the skills of Project Manager Agent in Teams channels, users can create tasks, set due dates, and assign tasks seamlessly within their collaborative workspace by @mentioning the respective Channel Agent. Learn more about Project Manager Agent skills in Teams meetings and channels in our announcement blog post. What’s new for Project Manager Agent and Planner Below is a list of features that are new to Project Manager Agent, Channel Agent in Teams, and Planner. Workback plans in Teams channels: Project Manager Agent and the Channel Agent together now support the creation of AI-powered workback plans, automatically generating a reverse timeline of tasks and milestones based on the target deadline and goal provided. A screenshot of a Teams channel shows a conversation with the Channel Agent. The Channel Agent has created a workback plan with tasks and due dates. Ask questions about your plans in Teams channels: You can now ask the Channel Agent questions related to your plans in Planner. Simply @mention the Channel Agent directly in your channel conversation with questions such as: What tasks are assigned to me? What tasks need to be completed this week? Create and update tasks with Channel Agent: You can also ask the Channel Agent to create new tasks and update existing ones. Simply @mention the Channel Agent with prompts such as: Create a task to complete the Quarterly Business Review deck. Assign the LT review prep task to Daniel. For more information, see how to create project tasks using Channel Agent. Status reports with Planner data: Channel Agent uses its knowledge to create status reports for channel members. These status reports are delivered as a Loop file within the channel, allowing team members to review, edit, collaborate, and share with others. Previously, the Channel Agent would generate status reports based on messages in its respective channel, as well as meeting summaries for any meetings the agent was added to. Now, status reports generated by the Channel Agent are enriched with Planner data to provide additional context, improve project visibility for all stakeholders, and enable better decision making by highlighting progress, risks, and blockers. Learn how to generate a status report using Channel Agent. Please note, these new capabilities in Teams channels are currently available in public preview. A Microsoft 365 Copilot license is required to create, interact with, and manage Channel Agent in Teams. Learn how to get started with Channel Agent for Teams channels. Support for Information Barriers: Microsoft Purview Information Barriers are policies in Microsoft 365 that a compliance admin can configure to prevent individuals or groups from communicating and collaborating with each other. Support for Information Barriers in Planner enables organizations to restrict access to plans and tasks based on user groups. This feature can help prevent data leaks, enforce internal policies, and support regulatory mandates by limiting plan visibility and collaboration to authorized segments. Support for Information Barriers is now generally available in basic plans only across: Planner for the web Planner in Teams (web, desktop, and mobile) Learn more about Information Barriers in Microsoft Planner. What’s coming soon to Planner Below is a list of additional compliance features that are currently rolling out or starting to roll out in Planner next month. Please note, these features are not being demoed at Ignite. Check the Microsoft 365 public roadmap for rollout status and additional details. Microsoft Information Protection (MIP) label support in Planner: Up until now, Planner has supported container labels for Microsoft 365 Group-backed and Roster plans, restricting access based on label permissions. This update will enable support for content labels, enforcing Data Loss Prevention controls, such as: Preventing users from copying task content, exporting plans to Excel or other formats, and forwarding tasks or plans to unauthorized users. Restricting users from printing plans or tasks when the content label includes a “block print” directive and restricting users from any form of hard copy generation of sensitive plans. Displaying watermarks on plans and tasks when required and ensuring watermark visibility across all supported clients (web, desktop, and mobile). Inheriting content labels from Loop Task List components or other linked containers, applying the same restriction to the Roster plan created from a Loop file, and respecting label changes. Informing users when label restrictions are in effect, preventing actions that violate label policies, and offering downgrade prompts if label changes would revoke access for certain users. With this rollout, users will be able to apply and modify content labels on Group-backed plans. Roster plans created from meetings will inherit the meeting label. eDiscovery support for Roster plans: Up until now, Planner has only provided eDiscovery support for modern Group-backed plans. This update will enable eDiscovery support for Roster plans as well. Once rolled out to your organization, admins will be able to pull the task data relevant to a user by selecting the individual’s mailbox. When the eDiscovery admin selects a user’s mailbox as the data source, they would see the task that the user was assigned to. Join our sessions at Ignite 2025! Whether you’re on site at the Moscone Center or joining us online, dive deeper with demos and Q&A. We’ll share additional details on the features above and announce some exciting updates coming soon to Planner. Theater session (THR761): Accelerating productivity with Planner and Project Manager agent in Microsoft Teams Time: Thursday, November 20 at 10:00 AM Pacific Speakers: George Bullock, Robyn Guarriello Duration: 25 minutes (in person, live Q&A) Breakout session (BRK287): Planner & agents: Driving work across Teams, Outlook, and Copilot Chat Time: Thursday, November 20 at 4:45 PM Pacific Speakers: Howard Crow, Robyn Guarriello Duration: 45 minutes (in person, streamed live, and on demand) Expert meetups: Visit the Copilot & Agents station for hands-on demos and unblocked Q&A with product experts. Learn more Watch the on-demand Breakout session from Ignite 2025. 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. Walk through the interactive demos for Project Manager Agent in Planner and Project Manager Agent skills in Teams meetings. Take these hands-on learning courses to enhance your AI business solutions with Copilot and agents at work.Enhancements to Planner in Microsoft Teams channels
By adding Planner as a Teams tab, you can now seamlessly create and add both basic and premium plans directly to your standard Teams channels. This includes the ability to start a plan as a tab from any of our out-of-the-box templates. This unified experience means everything you need is now in one place, making it simpler to collaborate on shared projects right within your conversations. Try it out To get started, follow these steps: Select any standard Teams channel. Select the Open Apps icon at the top right of the channel and search for Planner. Select Pin a tab for Planner. Select Save. You can now add an existing plan to the channel or create a new plan. Note: When you create a new plan, you have the option of starting from scratch or trying one of our templates. These templates range from event planning to building a CRM pipeline. A video demonstrating how to pin a tab for Planner and create a shared space for using the app in a Teams channel. What’s new to Planner in Teams channels One of the most significant advantages of adding Planner as a tab to a Teams channel is the ability to track your work, visualize progress towards goals, and monitor workloads—all within the context where your team works. Our most recent updates extend this benefit further by integrating both basic and premium plans directly into your Teams channels. By consolidating these into a single interface, you can now create and manage your plans without needing to switch between different apps or tabs. As your project requirements grow, you can also easily upgrade to a premium plan from a basic plan right within the Teams tab. This transition between plan types ensures that you can get access to the features you need as seamlessly as possible. This includes capabilities such as: Task dependencies: View and manage the relationship between interconnected tasks. Task history: Review all progress and changes made to tasks. Custom fields: Keep track of important information specific to your plans and workflows. Subtasks: Break down complex deliverables into smaller, more actionable tasks. People view: Visualize and manage team members and their workloads, assign tasks, track progress, and collaborate efficiently, ensuring everyone stays aligned and productive. Goals view: Set, track, and link project goals to tasks, ensuring alignment and visibility of progress towards key objectives. Copilot: Leverage AI to assist users in planning, managing tasks, and generating project insights, enhancing productivity and project visibility. Baselines: Capture and compare the state of a project at specific moments, helping to track progress and identify variances from the original plan. Portfolios: These plans can now be added to portfolios. Check out the full list of advanced capabilities with premium plans in Planner. If you don’t have a premium license, you can still try the feature by acquiring a free 30-day trial. Your team can continue to edit the same fields as before on the premium plan with their Microsoft 365 subscription. Share your feedback We’d love to get your input on this new experience! We're committed to continuously improving your experience with Planner, and your perspective is one of the channels that enables us to shape future investments. There are several ways to share your feedback with us—either via the Planner Feedback Portal or directly in the Planner app in Teams by selecting More (the questions mark) in the upper right corner, then Feedback. Resources Check out the Planner adoption page. Sign up to receive future communication about Planner. Check out the Microsoft 365 roadmap for feature descriptions and estimated release dates. Watch Planner demos for inspiration on how to get the most out of Planner. Watch the recording from September's What’s New and What’s Coming Next + AMA about the new Planner. Visit the Planner help page to learn more about the capabilities in Planner.In case you missed it: A roundup of the latest Planner announcements
The Microsoft Planner team recently celebrated two pivotal milestones: International Project Management Day and Microsoft Ignite. To round out the year, here’s a quick look at some of the new and existing features we announced. 7 hidden gems to effectively manage your tasks In honor of International Project Management Day on November 6, our team published a blog post to highlight lesser-known but powerful Planner features that help teams work more efficiently across Planner and Microsoft Teams. These features include the ability to bulk edit tasks, export plans to Excel, and auto-generate status reports. To learn more, check out our blog post, “7 hidden gems to effectively manage your tasks in Microsoft Planner.” Planner at Microsoft Ignite At Microsoft Ignite 2025, we unveiled a major wave of updates that deepen the integration between Planner, Teams, and the Project Manager Agent—bringing AI-powered coordination, automation, and compliance capabilities into everyday workflows. In meetings, Facilitator now listens for spoken intent, captures decisions as actionable tasks, and generates documents using meeting context. Tasks are automatically synced to Planner, reducing manual follow-up and ensuring alignment as soon as the meeting wraps. In Teams channels, the Channel Agent can create and update tasks, answer plan-related questions, and produce richer status reports. These status reports are now enhanced with Planner data for better visibility into progress, risks, and blockers. Workback plan generation is now available in channels, helping teams quickly create reverse timelines based on a target deadline. Please note, the Teams meetings and channel capabilities mentioned above are available in public preview and require a Microsoft 365 Copilot license. To learn more about Project Manager Agent skills in Teams meetings and channels, as well as newly released compliance features, see our recent blog post, “The next chapter for AI-powered work management in Microsoft Planner.” The new Planner in Teams for GCC High Also worth mentioning is the availability of the new Planner in Teams for our customers in the GCC High environment. As of October, all existing tasks, basic plans, and premium plans have been migrated to the new Planner in Teams. GCC High customers can now plan, track, and collaborate on work alongside their chats, meetings, and files. Learn more and access some of our most frequently asked questions in our recent blog post: The new Planner in Microsoft Teams is now available to customers in GCC High. Feedback We want to hear from you about how these features and others can make working with Planner more effective. Tell us what you think using the Feedback button in the top-right corner of the web app, or by selecting the ? icon in the top-right corner of Planner in Teams, then selecting Feedback. We also encourage you to share any feature requests by adding your ideas to the Planner Feedback Portal. Your feedback helps inform our feature updates, and we look forward to hearing from you as you try Planner’s new and existing capabilities! Planner resources Watch the on-demand Breakout session from Ignite 2025. Walk through the interactive demos for Project Manager Agent in Planner and Project Manager Agent skills in Teams meetings. Learn more about Planner on the Planner adoption page. Sign up to receive future communication about Planner. Check out the Microsoft 365 roadmap for feature descriptions and estimated release dates for Planner. Visit the Planner help page to learn more about Planner.Personalize your plans with custom backgrounds
We’re excited to announce that you can now use custom backgrounds for your basic plans in both Planner in Microsoft Teams and Planner for the web. This addition was a top feature request when we launched the new Planner, and it aims to make your planning more visually appealing and organized. What are custom backgrounds, and why use them? Custom backgrounds allow you to easily distinguish between different plans. Powered by AI, background suggestions are tailored based on the name of your plan, so you can quickly identify and navigate to the specific projects you are working on without confusion. Furthermore, backgrounds enable you to customize your team projects in a way that’s fun and aesthetically pleasing. How to add custom backgrounds To add a custom background to your plan, follow these steps: Open the plan details of any basic plan by either selecting the plan name or the dropdown menu next to the plan name in the header. The Plan details pane will open to the right with suggested backgrounds tailored to your plan. Select the background you want to apply. Try it today Smart backgrounds are available in the Planner app in Microsoft Teams and Planner for the web. Try it out today and let us know what you think! There are several ways to share your feedback with us—either via the Planner Feedback Portal or directly in the Planner app by selecting More (the question mark) in the upper right corner, then Feedback. Resources Check out the Planner adoption page. Sign up to receive future communication about Planner. Check out the Microsoft 365 roadmap for feature descriptions and estimated release dates. Watch Planner demos for inspiration on how to get the most out of Planner. Watch the recording from September's What’s New and What’s Coming Next + AMA about the new Planner. Visit the Planner help page to learn more about the capabilities in Planner.
