Frequently asked questions about Planner agent

The Planner agent is a member of your team that can collaborate throughout all stages of your plan.​​​​​​​

Task execution:

• The Planner agent can be assigned to tasks for execution. Upon assignment, the Planner agent will understand the task in the context of the larger plan, taking into account specific task details including the description and associated goal. The agent will also consider any unique context provided from the plan files that is relevant to the task. Then, the Planner agent will execute the task and provide its output in a Loop component within the task details.

• The Planner agent can take and act on feedback that is given on its output. Simply type your feedback directly into the associated Loop component or leave a comment and select Regenerate. Then, the Planner agent will take your feedback into account and re-execute the task to better fit your expectations.

Status report: 

• The Planner agent can generate a customized status report for your plan based on the current state of work and your reporting needs. You can provide instructions to specify the date range, report sections, report length, or other custom guidance.

• Using these inputs, the agent synthesizes relevant signals - including overall plan structure, task progress, deadlines, assignments, and recent activity - into a clear, presentable report. The generated status report summarizes completed work, ongoing progress, upcoming tasks, overdue items, and notable changes, providing a concise snapshot of progress, risks, and next steps.

• The status report is created as a Loop component, allowing it to be easily reviewed, edited, and shared across Microsoft 365 surfaces. You can continue to refine the content after generation and easily access past reports shared by your team.

Plan creation (available in premium plans only):

• The Planner agent can generate tasks for your plan based on a given goal and relevant files. It can understand the plan's goals and use files added to the plan to understand unique context. It then generates a set of tasks that need to be completed to achieve the given goal successfully.

The Planner agent can be assigned to any task in your plan, however it may not always be able to successfully complete the task. For example, if you assign it a task to build a house, it will not be able to successfully build a house. However, in these cases, it will output a set of instructions for how you can go about completing the task, yourself. In this way, the Planner agent never leaves you with a dead end.

The Planner agent is best at completing tasks that require textual or image-based outputs and can also format outputs in a table.

The Planner agent is now generally available in both premium and basic plans.

This new agent is available in all basic and premium plans and customers are required to have a Microsoft 365 Copilot license. Learn more about how to access the Planner agent

Please refer to the list of supported languages for Microsoft 365 Copilot. To note, Hebrew and Arabic are not currently supported. Additional languages and locales will be supported in the future.

There are several ways to provide feedback. For a bug or feedback regarding a specific Planner agent interaction, please use the thumbs up/thumbs down buttons lnext to the Loop component containing the output. This will allow you to send anonymous log data that will help us investigate or contextualize any issue you're dealing with. You can also send feedback directly in the Planner app in Microsoft Teams—select the menu in the top right of a plan (next to Share) and select Feedback. You can also leverage the Planner Feedback Portal.

The Planner agent was evaluated through extensive manual and automatic testing on top of Microsoft internal usage and public data. More evaluation was performed over custom datasets for offensive and malicious prompts (user questions) and responses.

The Planner agent has been reviewed by our Responsible AI (RAI) team. We follow RAI principles and have implemented:  

• Responsible AI handling pipeline to mitigate the risks such as harmful, inappropriate content.

• In product user feedback with which users can report offensive content back to Microsoft.

If you find a generated response that is incorrect or encounter harmful or inappropriate content, please provide that feedback by clicking thumbs down located above the Loop component containing the agent's output. This feedback helps us to improve and minimize this content in the future.