## 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.”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.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.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.
Planner with Resource Calendars
Hi, I have a team with differing working hours e.g. some are 8 and some 6 per day. Is there anyway I can setup this flexible resource availability for my resources under Planner? I was hoping to use the "Resource calendars" option but have been advised this is not released yet. We are running this under Planner Premium. Any advice is much appreciated! Thanks.
Planner Integration with Loop Tasks
Need some guidance - We are starting to use Planner to keep track of a large number of tasks. Currently planner is setup with: Approx 10 buckets (in kanban view), and a list of tasks below each. We are using this mainly just for tasks, so the Timeline view isn't needed. We want to connect tasks recorded in Teams meetings, and in Loop to our main Planner. Whats the best work around for this? When using Loop, and we create a task and we connect it to Planner, it will create a new Plan and put the tasks under that. To me, this is dysfunctional, because we want all tasks to be under the main Plan in Planner. I like to use the GRID view of the Plan, which enables me to make subtasks under the main tasks, but others prefer to use the kanban view. However you can't see the subtasks that are under the "main task" like in Grid view. There's lots of videos showing how these parts of Teams work together, but in reality, it doesn't really work that well when it scatters tasks created in different parts to different Planners. Any suggestions would be helpful, and thank you in advance for your help. Jim
