Teams Planner Duplication
Does anyone know if you can duplicate Microsoft Teams Planners for onboarding tasks? I am trying to create an easily replicable Teams Planner with links to files in Sharepoint folders, for example. I want to be able to copy this planner for each new hire and have a copy of all the files and planner tasks in the new copy. Any advice or expertise would be much appreciated!## 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.”Microsoft Planner – Audit trails for Cards (Activity)
Hi folks, Could we please have an activity feed for each card to log who did what? Having the ability to know who changed the dates, the description, etc., would help increase the transparency and the integrity of the information contained in it. We might want to mimic what is currently done on Trello. For example: Dimitri Pletschette set this card to be due Jun 6 at 11:50 AM a few seconds ago Dimitri Pletschette added this card to To Do 5 minutes ago Feel free to jump into the conversation below. Dimitri https://www.linkedin.com/in/dimitripletschette/ | https://dimitripletschette.medium.com/ | https://twitter.com/dimitri_twt | Microsoft | https://dimitripletschette.com/
Better way to view employees' schedules?
Howdy, y'all. I've just been hired into a new office, and as the only member of Gen Z to be employed, I've been summarily appointed to the media committee, which includes thinking through the ways that we communicate with one another effectively. The issue that's driving me up a wall at the moment is our calendar management. We have an Excel sheet saved as a tab within one of our Teams channels that lists every employee's status in the office for every day of the year. This is helpful for a couple of reasons: We work in healthcare and must have one person on-call at all times. There are two on-call shifts per day; one from 8 AM to 8 PM, and one from 8 PM to 8 AM. There must be a minimum number of staff people working during regular weekdays (that is, aside from the on-call staffer, we must also be able to see that there are at least a couple people aside from the on-call person who are in the office during a regular week, so that the office isn't completely empty around Christmas and so on). For this, we usually look at the row for the day of the month and the column for the employee's name, with the intersecting cell being filled in with the time of their shift. In addition to the two on-call shifts per day, one person will be designated as "substitute" for one 24-hour period. If either the AM or PM on-call person call out, the substitute will clock in to replace them. Further, there is a staffer who is designated as the support member for an entire week's time. Should the on-call person have questions or concerns, the support member will be able to answer their call at any time during the week. We typically have it color-coded so we know by taking a glance at the day who is on AM, who is on PM, who is substituting, and who is backup. This is an example: Staff A Staff B Staff C Staff D Staff E Staff F Staff G Friday 8/1 8a-8p 8a-4:30p 8a-4:30p 8p-8a 8a-4:30p 8a-4:30p 8a-4:30p Saturday 8/2 OFF 8a-8p 8p-8a OFF OFF OFF OFF Sunday 8/3 8p-8a OFF OFF 8a-8p OFF OFF OFF Monday 8/4 OFF 8p-8a 8a-4:30p OFF 8a-8p 8a-4:30p 8a-4:30p Tuesday 8/5 8a-8p OFF OFF 8p-8a 8a-4:30p 8a-4:30p 8a-4:30p Wednesday 8/6 8a-4:30p 8a-4:30p 8p-8a OFF 8a-8p 8a-4:30p 8a-4:30p KEY: AM on-call PM on-call Substitute Support Obviously, this way of keeping track of things is archaic and has led to chaos. Is there a better way somewhere in Teams/Outlook/SharePoint calendar, or in some other application that can connect to this workspace? We run basically everything in our department out of Teams
Mention people in the comments of Tasks
How do you mention someone in the comments section of a task? I've seen other queries about this dating back to 2017, and in 2019 Microsoft said they are working on it... so has this been done? Example: My colleague and I have been assigned a task - to upload content onto the website. In the checklist it notes my colleague will write the content, and then I will upload it. I'm trying to tag her in my comment to say, "@ let me know when the copy is ready for me to upload." Is there actually no way to do this?Planner not working in Teams
Hello, I've been using Office365, Teams, Planner for a while now. Been a few days that I'm unable to add a new Planner to a Channel. Every time I try to add Planner to any Standard Channel, it returns the error message "We couldn't save your tab settings. Please try again." Contacted Office Support on Twitter and they redirected me to Tech Community. Please suggest. Thanks, SamTasks by Planner and To Do: How to tag team members on tasks for awareness but not for ownership
Hello all - I'll trying to figure out if it's possible to include team members on individual tasks in planner so that they can be aware of the progressing being made on key tasks rather than assigning them as responsible team members. For instance, in the example attached, I would like for Rohan to be the individual responsible for the task. However, I would like for Dave to receive updates as comments and changes are made to the task so that they can also be aware of progress. Appreciate any insights you may have. Thanks!Tutorial: Create A Microsoft Planner Task When A Microsoft Form Response Is Submitted
This https://youtu.be/SMDavCgg3FM will demonstrate how to create a new planner task every time a new Microsoft Forms response is submitted. The approach outlined in this https://youtu.be/SMDavCgg3FM will leverage a Microsoft Power Automate workflow that takes the details from the Microsoft Form response and passes the information into a newly created planner task. The tutorial will start by demonstrating how to create a basic Microsoft Form and then will demonstrate how to create the workflow. The tutorial will also demonstrate how to conditionally create Microsoft Planner Task in different boards depending on the value selected in a choice type field in the form. For example, if response one is selected at drop down question one, then create a task in board one. If response two is selected at drop down question one, then create a task in board two. I am curious to learn what you might be using this workflow approach for. Please feel free to comment below! And be sure to subscribe to my https://www.youtube.com/channel/UCIT-_HqO9Z_KHY8bk8jHVJA?sub_confirmation=1 for more MS Teams, SharePoint, Power Automate tutorials.Planner Error: We couldn't complete your request because your item or storage limit has been exceed
All of a sudden I started received the following error message when trying to create new tasks in a plan that I've created in a Team. The error reads: We couldn't complete your request because your item or storage limit has been exceeded. Technical details I have confirmed I have not run out of OneDrive storage which is something I've seen an a cited cause. Does anyone know how to resolve this issue?
