Create reusable plans faster with custom templates in Planner
Turn any basic plan in Microsoft Planner into a reusable, shareable template to speed up planning and ensure consistency across plans. Custom templates capture key plan elements such as tasks, goals, buckets, labels, notes, attachments, and checklists to help teams plan faster and stay consistent. To publish a template, create and customize a basic plan to fit your needs. When you're ready, select Share and choose Publish as Template. Enter a template name and description, pick the Microsoft 365 group to share it with, choose which parts of the plan to include, and select Publish. fields selected. Once published, the template can be reused to create new basic plans. To create a plan from a template, click Create a plan, then go to either Shared or Created by me and select a template to use. How teams use custom templates Standardized onboarding processes An HR team onboarding new hires each month can use a custom template to create plans with the right tasks, buckets, and checklists already in place, helping ensure each onboarding follows the same process. Fast project setup with templates A marketing team launches frequent campaigns and uses a custom template to spin up new plans instantly. With pre-filled tasks, attachments, and checklists built in, they save time and stay aligned on key details. Addressing your feedback Tell us what you think about custom templates by selecting the Feedback icon (person with a chat bubble) in the top right corner of the app, then select 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 Learn how to use custom templates in Planner. Learn how to export and manage Planner custom template data. Visit planner.cloud.microsoft to access Planner directly from your browser. Sign up to receive future communication about Planner. Check out the Planner adoption page and Planner help & learning page to learn more about Planner. Visit the Microsoft 365 roadmap for feature descriptions and estimated release dates for Planner.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 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 Visit planner.cloud.microsoft to access Planner directly from your browser. 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.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.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.
