Planner capabilities in Microsoft 365 Copilot help you manage tasks, plans, and goals directly from Copilot chat. You can ask questions, create new work, and update existing work without switching apps or accessing a separate agent using natural language.
What you can do
Planner capabilities support three core task-management scenarios:
Ask questions about your work
Ask Copilot about:
- Private tasks
- Tasks assigned to you
- Flagged emails
- Tasks in shared basic plans
- Goals and related work
Example prompts:
- Show my tasks and help me prioritize what needs attention.
- Which shared plans need attention?
- What is the progress toward the launch goal?
Edit tasks and plans
Use natural language to update existing work, including:
- Update task properties
- Mark a task as completed
- Update plan details
- Move a task between plans
- Associate tasks with goals
- Edit tasks through interactive task cards
Example prompts:
- Adjust the deadline for the Marketing task and change the priority to Important.
- Rename the launch plan to FY27 Launch Planning.
- Move the tasks to the Product Readiness plan.
- Associate the tasks with the Launch Readiness goal.
Task editing currently supports these fields:
- Name
- Progress
- Due date
- Start date
- Priority
- Plan name
Create tasks and plans
Create new work directly from Copilot chat, including:
- Private tasks
- Tasks in shared basic plans
- Plans from scratch
- Plans generated from Word, Excel, or PowerPoint files
- Work organized around goals and objectives
Example prompts:
- Review my emails and draft private tasks for urgent follow-ups.
- Create a marketing plan for the product launch.
- Generate a project plan from this PowerPoint.
Access Planner capabilities
- Open Microsoft 365 Copilot.
- Select New chat.
- Ask Copilot about your Planner tasks, plans, or goals.
Copilot uses Planner capabilities when they are relevant to your request.
Share feedback
Use the thumbs-up or thumbs-down option in Copilot to share feedback about your experience.