Create a new plan Create new goals Create new tasks Frequently asked questions Access Planner Agent Create a plan from scratch Use templates to get started Add resources as context Generate status reports Planner Agent and SharePoint Chat with Planner Agent in basic plans Frequently asked questions What is Planner Agent in Copilot? What can you do with Planner Agent in Copilot? How to access Planner Agent in Copilot? Frequently asked questions This article refers to the Planner Agent experience built directly into the plan for task assignment, status reporting, and task generation from goals. For information on the Planner Agent chat experience in Microsoft Copilot, please see What is Planner Agent in Copilot? . Planner Agent works alongside your team to help you get work done faster. It can execute tasks act on feedback, and write status reports based on your plan updates. Who can access Planner Agent? To access Planner Agent, you need a Microsoft Copilot license. Users who additionally have a Planner Plan 1, Planner and Project Plan 3, or Planner and Project Plan 5 license will have access to premium functionalities. Users without a Microsoft Copilot license can collaborate on plans, but cannot interact with the Planner Agent, such as assigning tasks to it. Learn more about licensing with Microsoft Planner How to access Planner Agent Planner Agent is now available in: All premium plans (shared with a Microsoft 365 Group) All basic plans (shared with a Microsoft 365 Group) Task generation from goals is only available in premium plans. You can access it in two ways: Option 1: Basic plans (New!) Planner Agent is enabled in all shared basic plans by default for Microsoft Copilot-licensed users. Create or open a basic plan shared with a Microsoft 365 Group. Access the agent at any time using the floating action button in the bottom right corner of your plan. From here, you can upload files as context for the agent via Knowledge sources . Assign a task to the Planner Agent to start using the AI assistant. When you assign a task to the Planner Agent, you will be assigned to the task as well so you can easily keep track of the agent's progress. If your plan has at least 10 tasks, navigate to the Reports tab and generate a status report detailing progress on your plan. Option 2: Premium plans

If you already have a shared premium plan in Planner, Planner Agent is enabled by default. Open any premium plan shared with a Microsoft 365 Group. Assign a task to the Planner Agent to start using the AI assistant. When you assign a task to the Planner Agent, you will be assigned to the task as well so you can easily keep track of the agent's progress. Or go to the Goals tab to generate tasks from a high-level goal . If your plan has at least 10 tasks, navigate to the Reports tab and generate a status report detailing progress on your plan. Board view provides a detailed look at the Planner Agent’s progress. Select the Group by dropdown in the top right corner of Board view. Select the Group by dropdown in the top right corner of Board view. Choose AI agent tasks in the dropdown. Choose AI agent tasks in the dropdown. Tasks will be sorted by the Planner Agent's progress: All pending tasks : Tasks not assigned to the Planner Agent. Assigned to Planner Agent : Tasks that are assigned to the Planner Agent but have not yet begun. Couldn’t complete : Tasks for which the Planner Agent needs additional information to complete. Ready for review : Tasks that the Planner Agent has completed execution on. Tasks will be sorted by the Planner Agent's progress: All pending tasks : Tasks not assigned to the Planner Agent. Assigned to Planner Agent : Tasks that are assigned to the Planner Agent but have not yet begun. Couldn’t complete : Tasks for which the Planner Agent needs additional information to complete. Ready for review : Tasks that the Planner Agent has completed execution on. Generate, view, and edit a report in the reports tab. Navigate to the Reports tab at the top of the screen. To add a reporting time period, navigate to Reporting period , and select either Last week , Last two weeks , Last month , or Last quarter from the drop-down menu to specify the period of time you want the report to cover. ​​​​​​​To choose which sections you’d like to include in your report, open the Report sections drop-down menu and select or unselect the available sections. Under Show more options , you have the option to add specific details about what you'd like in the report. For example, "Create a comprehensive update on high-priority items for the leadership team." You can also alter the report length and select between Concise , Standard , and Detailed . Select the Generate report button. The Planner Agent will synthesize information from the plan to create a tailored report. Your report will display in a Loop canvas, and you'll receive an in-app notification with a link to the report. All Loop files created by the agent, including reports, will be stored in the SharePoint site of the plan's associated group. Learn more about Planner Agent and Microsoft SharePoint. After the report is generated select Keep it to save the report or Discard to delete the report. You can also share your report as a SharePoint newsletter by selecting Share as newsletter . Goals tab (available in premium plans only) Within the Goals tab, you can now: Generate a list of tasks for each goal using Planner Agent. Use the built-in file picker to add resources as context for Planner Agent. By providing these input sources, the Planner Agent delivers more accurate and contextually relevant responses. More ways to work with Planner Agent Create a plan from scratch with Planner Agent Use templates to get started with Planner Agent Execute tasks with Planner Agent Frequently asked questions about Planner Agent Thank you for your feedback!