Microsoft Project Online is retiring: What you need to know
After more than a decade of supporting project managers and teams around the world, Project Online will officially retire on September 30, 2026. We know this is a significant change, and we want to acknowledge the impact it may have on your organization, your workflows, and your planning processes. This update is exclusive to Project Online and does not affect Project desktop, Project Server, or Planner. Why this change is happening Project Online has served organizations well, but its legacy architecture limits innovation and integration that enhance today’s collaborative work environments, as we announced in 2018. With certain SharePoint Online workflow design tools deprecating in 2026, Microsoft is prioritizing innovation within Planner, Microsoft 365 Copilot, and the Project Manager agent, which represents a new generation of work management tools designed to be more intuitive, scalable, and powered by AI. These tools are built to support both simple task tracking and complex project planning, while integrating deeply across Microsoft 365. What this means for you No immediate disruption: Your current Project Online environment will continue to function as expected until the retirement date. Key dates: October 1, 2025: End of sale for new customers for Project Online-only SKUs. September 30, 2026: Official retirement date – Project Online will no longer be available. Project desktop remains available and is not impacted by this change. Planner remains available, bringing together the simplicity of 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. Transition options There are several transition options available, depending on your organization’s needs: Planner: A unified solution for modern work and project management. Premium features in Planner (included in Planner and Project Plan 3 and Planner and Project Plan 5) deliver portfolios, baselines, dependencies, and Gantt charts. Premium license holders (including Project Online customers) already have access to Planner and Project desktop. Now in public preview, Planner introduces Project Manager agent—an AI assistant that automates task creation, status reporting, and execution, adapting to your project’s context and generating professional reports across Planner views—for Microsoft 365 Copilot users. Project Server Subscription Edition: Designed for organizations needing advanced project and portfolio management (PPM) or a close match to the feature set of Project Online. Project Server Subscription Edition provides comprehensive planning, scheduling, and resource management tools, built on the latest SharePoint Server technology. Dynamics 365 Project Operations: Tailored for customers who require robust timesheet management and resource scheduling, Dynamics 365 Project Operations offers integrated tools for project delivery and financials. How to prepare This retirement will happen automatically on the specified dates with no admin action required. You may want to notify your users and update any internal documentation to reflect the above changes. Evaluate the alternatives proposed above and plan the transition immediately. Back up your data, if needed, before the retirement date. Looking ahead We fully understand the challenge associated with this or any product retirement. We remain excited about the future of our Work Management solutions with enhancements coming to Planner, including advancements in AI-powered project management. With Planner and our AI-powered roadmap, we’re building a future where project management is intuitive, collaborative, and deeply integrated into the flow of work across Microsoft 365. Planner and the Project Manager agent are just the beginning of a more intelligent, integrated, and collaborative project management experience. For more information, visit the Planner Blog or reach out to your Microsoft account team. Frequently asked questions What exactly is being retired? Only Project Online is being retired. This does not affect: Project desktop Project Server Subscription Edition Planner – basic and premium capabilities When is Project Online retiring? October 1, 2025: End of sale for Project Online-only SKUs for new customers. September 30, 2026: Official retirement date. Will my current projects in Project Online stop working before the official retirement date? No. Existing customers can continue to use Project Online with full support until September 30, 2026. Your current projects, integrations, and team member access will remain functional during this period. Why is Microsoft retiring Project Online? The legacy architecture of Project Online limits our ability to deliver modern, AI-powered experiences. Microsoft is investing in Planner and the Project Manager agent to provide more intuitive, scalable, and collaborative project management tools. What are my options after Project Online retires? Depending on your needs, you can transition to: Planner – Planner with premium licenses already included if you have a Planner and Project Plan 3 or Planner and Project Plan 5 license Project Server Subscription Edition Dynamics 365 Project Operations Project desktop – available with Project Standard 2024 or Project Professional 2024 Is Planner included in my Microsoft 365 subscription? Planner with premium features is available through Planner Plan 1, Planner and Project Plan 3, or Planner and Project Plan 5 licenses. Planner Basic is included in Microsoft 365 E3 and E5 subscriptions. Users with E3, E5, and equivalent licenses can also participate as team members on Planner premium plans. What is the Project Manager agent? An AI-powered assistant that helps automate task creation, status reporting, and execution. It works across Planner views and helps teams stay on track with minimal manual effort. It also provides Copilot chat capabilities inside Planner. Can I continue using Project desktop? Yes. Project desktop is not impacted by this change and will continue to be available. What happens to my Project Online projects at the end of September 2026? After Project Online is retired in September 2026, you will no longer be able to access your projects or any associated data within the service. To avoid disruption and potential data loss, it is essential that you back up your data/projects and complete your transition to either Planner or Project Server Subscription Edition before the retirement date. I’m an existing customer of Project Online, when will I stop being able to create new tenants? In April 2026, current customers will no longer be able to create new tenants in Project Online. What is happening to Project Server 2016 and Project Server 2019? Both products will come to extended support on July 14, 2026. We recommend upgrading to Project Server Subscription Edition. Where can I find more information and updates? Visit the Planner Adoption page. Visit the Microsoft 365 Roadmap for feature descriptions and estimated release dates. Stay up to date on the latest announcements from the Planner and Project team by visiting the Planner Blog and Project Blog. Visit the Planner help & learning page to learn more about existing capabilities in Planner. Watch Planner demos for inspiration on how to get the most out of Planner in Microsoft Teams.Transitioning to Microsoft Planner and retiring Microsoft Project for the web
Today, we are announcing the transition to Planner, which aims to provide a unified work management experience through a modern work stack integrating Project for the web, To Do, and Planner. In August 2025, we will retire Project for the web, as well as the Project and Roadmap apps in Microsoft Teams. Users will be redirected to Planner for the web and Planner in Teams as Project for the web becomes Planner. Streamlined tools with a focus on innovation and user experience Previously, Project for the web, Project in Teams, and Roadmap in Teams operated as separate endpoints from Planner. Since Planner for the web and Planner in Teams include the same premium plans as Project for the web, we are consolidating our endpoints to ease confusion. Additionally, Planner integrates basic plans—those created with a Microsoft 365 E3 or E5 license—into a single solution. By unifying our platforms and capabilities, we’ve created an integrated experience within one app, allowing users to seamlessly access both premium and basic plans with a premium plan license for an improved work management experience. This transition is the next step in delivering the experience announced at Microsoft Ignite 2023. No migration or change in licensing is required—all plans previously created in Project for the web are accessible in both Planner for the web and Planner in Teams. With a premium license, Planner provides access to familiar capabilities such as basic plans, along with premium features like Goals, Sprints, Task History, Advanced Dependencies with lead and lag, Baselines, and more. Additionally, it includes our next-generation AI-powered work management tools, including Copilot and the Project Manager agent. Transitioning to Planner (redirect from Project for the web and Project and Roadmap apps in August 2025) Starting in early August, for users who have not already transitioned, when launching Project for the web or Roadmap for the web, users will see a page redirecting them to open Planner for the web https://planner.cloud.microsoft/; you may also use Planner in Teams. Existing Project and Roadmap tabs in Teams will no longer open the associated projects but will inform users to re-pin their tab using the Planner tab for Teams. The Project tab and Roadmap tab apps are no longer available in the Teams app store. Users can manage and create premium plans in Planner, like their current usage in Project for the web. The Project Power App will retain its user experience and be renamed “Planner Power App.” Benefits of using Planner, plus new capabilities Customers find that having too many work management apps can reduce collaboration, miss opportunities, and lower productivity. Planner addresses this by offering one work management solution: A consolidated view of all tasks in “My Tasks” and “My Day.” Access to premium and basic plans and features, from task management to enterprise-level capabilities with low code/no code extensibility. Planner supports your company's work management journey with familiar features, enhanced experiences, and a focus on innovation with a foundation of AI and security including: AI capabilities to automate and boost productivity. Enterprise-grade security at every level. Collaboration between humans and AI for efficient team project management. Copilot in Planner (public preview) and Microsoft 365 Copilot with the new Project Manager agent (public preview) help users work smarter. Project Manager agent automates project management tasks, from plan creation to task execution for you and your team. Easily create new plans, generate tasks by adding goals, assign tasks to the agent, and tracks the agent’s progress. Between late April and early September 2025, we will introduce the following functionalities to Planner: Planner rollout to Government Cloud Community (GCC) High. Users will be able view and manage non-default environment (named organization) plans directly in Planner. The Project Power App will be renamed “Planner Power App” (buttons will be updated accordingly). Project Microsoft 365 admin center settings will migrate to the Planner page. Tenants with premium licenses with no Microsoft 365 license will gain access to basic plan functionality in Planner. Project for the web features that will not be available in Planner to simplify the solution include: Roadmaps: Planner will not support opening Roadmaps. Instead, users can use the Planner Portfolio feature to re-create their existing Roadmaps as Portfolios. Note that Portfolios in Planner will not support adding rows for Azure DevOps or Project Online. Roadmap data will remain available in Dataverse. Import .mpp files: The ability to import a plan created in Project desktop is not available in Planner but can be done through Planner (formerly Project) Power Apps/Accelerator. Learn how to move your project from Project desktop to Planner Power Apps. Roadmap tab in Teams: Users are not able to pin Portfolios as a tab in Teams. How can you prepare for the transition? To ensure a smooth transition to Planner, we recommend that administrators notify users and update any internal documentation to reflect the changes. This retirement will happen automatically in August with no admin action required before or after the rollout. We recommend that you re-create existing Roadmaps as Portfolios in Planner before the redirect begins; and to proactively re-pin your Project in Teams tabs using the Planner in Teams tabs. Supporting resources are available, including detailed guidelines on how to re-create existing Roadmaps as Portfolios in Planner, how to create a new plan with Copilot in Planner (public preview), and how to access and use the Project Manager agent to generate tasks for a plan and assign Project Manager to tasks for execution. We also recommend visiting the Microsoft Planner adoption page for additional helpful resources and information. Resources Check out the “Transitioning to Planner and retiring Project for the web” section in our Frequently asked questions about Microsoft Planner article. Visit the Planner Adoption page. Visit the Microsoft 365 Roadmap for feature descriptions and estimated release dates. Stay up to date on the latest announcements from the Planner and Project team by visiting the Planner Blog and Project Blog. Visit the Planner help & learning page to learn more about existing capabilities in Planner. Watch Planner demos for inspiration on how to get the most out of Planner in Microsoft Teams.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.Planner keeps loggin out?
Hi there, Planner is asking me to login every 5 minutes or so. I'm using it on Firefox (latest update) with my Enterprise subscription. After the message pops-up I cannot add attachments from Sharepoint (need to login again). My Office session is logged on all the time. Does anyone knows how to solve this? Thanks in advance.
Filtering tasks based on custom columns in Microsoft Planner?
In Microsoft Planner, I can add a custom column, and it appears in the table view. However, I do not see an option to filter tasks based on the new column. Is this a supported feature, or is there any workaround to enable filtering on custom fields?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.## Advanced Copilot Prompt for High‑Fidelity Teams Meeting Analysis (v1.5)
## Advanced Copilot Prompt for High‑Fidelity Teams Meeting Analysis (v1.5) I’ve been working on a structured Copilot prompt designed to dramatically improve the quality of meeting analysis inside **Microsoft Teams**, especially when the default Intelligent Recap doesn’t capture enough nuance, decisions, or actionable follow‑ups. This prompt produces a detailed, repeatable output that includes: - TL;DR executive summary - Meeting quality assessment - Prioritized action items table - Confirmed vs. tentative decisions - Open questions & risks - Mind‑map style outline - Timeline of key moments - Confidence & source citations - Tech jargon glossary - Planner‑ready task export It’s now at **version 1.5**, and I’m sharing it publicly for anyone who wants deeper meeting insights or more reliable task handoff into Planner. --- ### Why I Built This In many engineering, security, and cross‑functional meetings, clarity is everything. The default recap is helpful, but sometimes too generic. I wanted something that: - Reduces ambiguity - Surfaces decisions clearly - Highlights risks and open questions - Produces actionable, Planner‑ready tasks - Works consistently across different meeting types - Enforces strict inference rules to avoid hallucinations If your team relies heavily on Teams + Copilot, this can significantly improve meeting outcomes. --- ### What’s Included The full prompt includes: - Strict ordering rules - Anti‑hallucination constraints - Fallback rules for missing data - TL;DR section - Speaker‑labeling rules - Timestamp restrictions - Bullet‑length limits - Planner task title constraints - Deduplication rules - Tone consistency - Signal‑to‑noise filtering I’ve included the complete prompt below for anyone who wants to use or adapt it. --- ### How to Use It 1. Open the **Recap** tab of any Teams meeting with transcription enabled. 2. Click **Open Copilot**. 3. Paste the entire prompt into the Copilot compose box. 4. Wait for the structured output (usually 30–120 seconds). 5. Copy the Planner tasks section directly into Planner or Copilot for Planner. --- ### Looking for Feedback If you try this prompt, I’d love to hear: - What worked well - What didn’t - What you’d like added in v1.6 - Any edge cases or meeting types where it struggled I’m planning to maintain this as a community resource, so suggestions are welcome. Thanks to everyone experimenting with Copilot in Teams — the creativity in this community is incredible. --- ### Full Prompt (v1.5) ````markdown ```markdown # ============================================================ # PROMPT NAME: Advanced Teams Meeting Analyst (Copilot Enhancement) # ============================================================ # Version: 1.5 # Author: Scott M # Last Updated: 2026-01-14 # # Goal: # Use Microsoft Copilot in Teams (Recap tab or live meeting) to generate a highly structured, # high-signal meeting analysis that goes far beyond the default Intelligent Recap output. # Produce executive summary with TL;DR, prioritized action items table, confirmed/tentative decisions, # risks/open questions, mind-map outline, timeline, quality assessment, confidence/sources, # tech jargon glossary, and Planner-ready task export—all derived strictly from the transcript, # shared screens, chat, and attachments. # # Why This Is Superior to Default Teams/Copilot Processing: # - Default Recap: Basic chapters, highlights, simple tasks, attendance—often generic and misses nuance. # - This custom prompt: Forces strict inference rules (no hallucinations), adds confidence labeling, # decision status, risks section, mind-map structure, quality flags, source citations, # jargon glossary, and direct Planner integration for seamless task handoff. # Delivers scannable, professional-grade notes + actionable tasks for tech/engineering teams. # # Audience: # Microsoft 365 Copilot users in Teams-heavy environments who want deeper analysis # and direct bridge to Planner for follow-up execution. # # Non-Goals: # - This is NOT a replacement for legal/compliance-grade minutes. # - This is NOT verbatim transcription (use the native transcript for that). # - Relies on Teams transcription quality (enable Intelligent Speakers if available). # # Usage Instructions: # 1. Prerequisites: # - Ensure the meeting had transcription enabled (Meeting options → Record & transcribe → Allow transcription). # - For best speaker attribution: Enable Intelligent Speakers (if your org supports it) or have participants use their names clearly. # - Copilot license required (M365 Copilot or Teams Premium for full Recap features). # # 2. Post-Meeting (Recommended – Recap Tab): # - Go to the Teams meeting chat → Click the Recap tab (appears after meeting ends and processing finishes). # - Click Open Copilot (or the Copilot icon in the top-right of Recap). # - In the Copilot pane compose box, paste this ENTIRE prompt and press Enter/Send. # - Wait 30–120 seconds (longer for 60+ min meetings) for the full structured output. # # 3. During Live Meeting (Quick Catch-Up): # - While the meeting is active → Click the Copilot icon in the meeting controls. # - Paste the prompt (or a shortened version if time-sensitive) and ask for real-time summary/actions so far. # # 4. After Output Appears: # - Review the markdown sections—copy any part (e.g., Action Items table, Planner tasks) directly. # - For Planner handoff: # - Copy the entire "10. Planner Integration" section. # - Open Planner (in Teams app or planner.microsoft.com). # - Option A: Manually create tasks by pasting titles/descriptions. # - Option B: In Planner's Copilot pane (if available): Paste the tasks list and say "Create these tasks in my [plan name] plan". # - Save/export: Copy full output to OneNote, Word, or email for sharing. # # 5. Refinement & Follow-Ups (Highly Recommended): # - In the same Copilot pane, type targeted follow-ups like: # - "Expand the Risks section with mitigation ideas" # - "Draft a professional follow-up email to attendees including the summary and action table" # - "Create these tasks in Planner plan 'Engineering Syncs'" # - "Explain [specific jargon term] in more detail" # - "Prioritize the action items by impact" # - Iterate until satisfied—Copilot remembers context in the session. # # 6. Tips & Troubleshooting: # - If output is incomplete: Re-paste the prompt or say "Regenerate full analysis". # - Short meetings (<15 min): Output may be concise—ask for more detail if needed. # - No Recap tab? Ensure recording/transcription was on; wait 5–10 min post-meeting. # - Sensitive meetings: Redaction is automatic per rules, but double-check output. # # Changelog: # v1.0 - Initial release # v1.1 - Added confidence/sources + follow-up suggestions # v1.2 - Added Tech Jargon Glossary # v1.3 - Added Planner Integration section # v1.4 - Expanded Usage Instructions into detailed, step-by-step guide with prerequisites, live/post options, refinement examples, and troubleshooting # v1.5 - Added strict ordering rules, anti-hallucination constraints, fallback rules for missing data, TL;DR section, speaker-labeling rules, timestamp restrictions, bullet-length limits, Planner title constraints, deduplication rules, tone consistency, and signal-to-noise filtering # # ============================================================ # CRITICAL INSTRUCTIONS (STRICT) # ============================================================ - Do NOT summarize, restate, or comment on this prompt. Produce only the meeting analysis. - Follow the numbered sections in the exact order shown. Do not omit, reorder, merge, or rename sections. - If any section lacks sufficient evidence, include the header and write: **“No reliable data found.”** - Derive ALL content ONLY from the Teams transcript, shared content, chat, and attachments. - NEVER invent details. If unclear, mark as “Unclear” or “TBD.” - Use neutral labels (Speaker A, Speaker B, etc.) if speaker names are not confidently identified. - Assign deterministic speaker labels based on first appearance. - Redact sensitive info as [REDACTED] and flag in Risks. - Include inline citations [Transcript HH:MM, Slide X] where possible. - Keep bullet points ≤ 20 words unless quoting transcript evidence. - Exclude small talk, greetings, jokes, or irrelevant chatter unless they directly impact decisions or tasks. - Only include timestamps if explicitly present in the transcript. Never estimate or invent them. - Deduplicate action items, decisions, and risks before final output. - Maintain a professional, concise, cross-functional technical PM tone. - Planner task titles must be ≤ 10 words and start with a verb. # ============================================================ # OUTPUT FORMAT (USE EXACTLY) # ============================================================ **TL;DR (1–2 sentences)** A concise, high-level summary of why the team met and what was resolved. --- 1. **Meeting Quality Assessment** - Clarity: [Good | Fair | Poor — brief explanation] - Speaker overlap / noise: [Low | Medium | High] - Estimated accuracy: [High | Medium | Low — justification] 2. **Executive Summary** Start with 1–2 sentence overview. Then provide 5–8 bullets covering: - Purpose - Attendees (names or count if unclear) - Key topics - Outcomes - Next steps 3. **Action Items** | Priority | Owner | Task Description | Due Date | Timestamp | Dependencies | Status | Notes | |----------|-------|------------------|----------|-----------|--------------|--------|-------| **Rules:** - Sort by Priority (High → Medium → Low), then Due Date. - Infer owners/dates ONLY if explicitly stated or clearly volunteered. - Default Priority: Medium; Status: Open. - Titles ≤ 10 words, start with a verb. - Deduplicate similar tasks. 4. **Key Decisions** - **DECISION:** [What was decided] - Status: [Confirmed | Tentative | Disputed] - Confidence: [High/Medium/Low — reason] - Rationale: [Why] - Impacted: [Who] - Evidence: [Transcript HH:MM or Slide reference] 5. **Open Questions & Risks** **Open Questions** - [Unresolved or unclear items] **Risks** - [Ambiguity, missing owners, conflicting views, scope creep, technical risks, etc.] 6. **Mind Map Outline (Hierarchical Outline)** - Main Topic 1 - Subtopic A - Action / Decision / Fact - Subtopic B **Rules:** - Max 5 main topics - Max 3 levels deep - ≤ 8 words per node - Prune low-signal branches 7. **Timeline of Key Moments** - HH:MM – [Brief one-line description] - HH:MM – [etc.] *Only include if timestamps exist; otherwise write “No reliable data found.”* 8. **Confidence & Sources Summary** - Overall confidence: XX/100 - Key sources: [Transcript HH:MM, Slide X, Chat message, etc.] 9. **Tech Jargon Glossary** - TERM: Definition (1–2 sentences) *Include only if relevant terms appear.* 10. **Planner Integration: Ready-to-Create Tasks** Numbered list, each formatted as: 1. **Task Title:** [≤10 words, verb-led] - Assigned to: [Owner or TBD] - Due: [Date or TBD] - Priority: [High/Medium/Low] - Description: [Brief details + dependencies/notes] - Labels/Buckets: [Suggested grouping] **Rules:** - Only include items with clear action/owner potential. - Group related tasks under consistent buckets. - Deduplicate tasks. --- **Follow-Up Prompts (suggest 3–5)** - “Create these tasks in Planner plan ‘X’.” - “Expand the Risks section with mitigation strategies.” - “Draft a follow-up email summarizing this meeting.” - “Prioritize action items by impact and urgency.” - “Clarify ambiguous decisions and propose next steps.”
