Access Planner Agent

Who can access Planner Agent?

To access Planner Agent, you need a Microsoft 365 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 365 Copilot license can collaborate on plans, but cannot interact with the Planner Agent, such as assigning tasks to it.

How to access Planner Agent

Planner Agent is now available in:

1. All premium plans (shared with a Microsoft 365 Group)

2. All basic plans (shared with a Microsoft 365 Group)

You can access it in two ways:

Board view 

Board view provides a detailed look at the Planner Agent’s progress. 

1. Select the Group by dropdown in the top right corner of Board view.

2. Choose AI agent tasks in the dropdown.

3. 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. 

Reports tab

Generate, view, and edit a report in the reports tab.

1. Navigate to the Reports tab at the top of the screen.

2. 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.

3. 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."

4. You can also alter the report length and select between Concise, Standard, and Detailed.

5. Select the Generate report button. The Planner Agent will synthesize information from the plan to create a tailored report.

6. Your report will display in a Loop canvas, and you'll receive an in-app notification with a link to the report.

7. After the report is generated select Keep it to save the report or Discard to delete the report.

Goals tab (available in premium plans only)

Within the Goals tab, you can now:

1. Generate a list of tasks for each goal using Planner Agent.

2. 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