Copilot in Microsoft Planner: Set Goals and Track Projects

Use the updated version of Microsoft Planner to manage project and task lists. Use the Copilot AI assistant to intelligently set goals and stay informed about your team’s tasks.

Introduction

• Manage all of your team's tasks with Planner
• How to access the new Planner

1. Create and Manage Plans

• Create a basic plan and add tasks
• Create a premium plan
• Use Copilot to create tasks
• Assign tasks to team members
• Organize tasks with buckets
• Work with different views
• Set up task dependencies
• Set goals to stay on track

2. Integration with Other Apps

• Work with Planner tasks in other apps
• Use Planner with Microsoft Loop