Finally, The Copilot Agent Microsoft Planner Needed. Here’s What It Can Do!
Scott Brant
18,359 views
👉 Want to get more from Microsoft Copilot and Microsoft 365? Start with expert-led Copilot training and real-world guidance from Your 365 Coach at https://www.your365coach.co.uk
In this practical walkthrough, we explore one of the most important updates to Microsoft 365 Copilot so far with the introduction of the new Planner Agent, a conversational experience that finally connects Copilot directly to your tasks.
For a long time, managing tasks across emails, meetings, and chats has felt disconnected. But with the Planner Agent, you can now review your workload, create tasks, update deadlines, and even turn emails into tasks — all through simple, natural conversation.
This is a significant step forward in how Microsoft 365 Copilot supports real day-to-day work, helping you move from scattered information to clear, actionable plans in seconds.
🔍 What You'll Learn in This Video
✅ The challenge with managing tasks in Copilot and Planner previously
✅ How to access and start using the new Planner Agent
✅ Creating dynamic task lists based on your work across Microsoft 365
✅ Updating and managing task due dates using simple prompts
✅ Reviewing and planning your upcoming tasks for the week ahead
✅ Creating tasks in both personal and shared Planner plans
✅ Turning Outlook emails into tasks instantly
✅ Key limitations in the current Preview experience
✅ My honest thoughts on the new Planner Agent
⭐ Additional Resources
📘 Download our FREE Microsoft 365 eBooks:
👉 https://www.your365coach.co.uk/ebook
📬 Join our Weekly Microsoft 365 Newsletter
👉 https://www.your365coach.co.uk/newsle...
📰 Stay Connected
📸 Instagram 👉 Instagram: your365coach
🎵 TikTok 👉 TikTok: your365coach
🔗 LinkedIn 👉 LinkedIn: your-365-coach
👍 If this helped, please give it a LIKE
💬 Comment below: Would you use the Planner Agent to manage your tasks — or are you sticking with your current setup?
🔔 Subscribe for weekly Microsoft 365 tutorials, strategy, and practical AI guidance
⏱ Video Chapters
00:00 The Problem with Copilot and Planner
01:36 Accessing the New Planner Agent
02:17 Create a Dynamic Task List with the Agent
04:26 Changing Due Dates with the Planner Agent
06:09 Reviewing Upcoming Tasks with the Planner Agent
07:20 Creating Tasks in My Tasks and Shared Planners
10:16 Creating Tasks from Outlook in Planner with the Planner Agent
12:29 Current Limitations of the Planner Agent
13:32 My Thoughts on the New Planner Agent
#Microsoft365Copilot #MicrosoftCopilot #MicrosoftPlanner #AIAtWork #Productivity #TaskManagement #Microsoft365 #Your365Coach #Copilot
15 Comments
More than anything I want them to update the "To Do" Outlook widget so that it can show all your tasks, private and from Planner. Apparently that's coming soon. It will make designating tasks for others (and counting on them to actually see them) so much easier.
I love every bit of its capabilities except the last part (where it can't integrate with Planner Premium). My Company offers it, i assumed with the premium features and AI integration - this would automatically get included.
I am trying to actively start using planner premium, wonder if not having this ability would push me back.
Any thoughts on when it might get rolled over to include the premium ones?
Finally, The Copilot Agent Microsoft Planner Needed. Here’s What It Can Do!
Scott Brant
18,359 views
👉 Want to get more from Microsoft Copilot and Microsoft 365? Start with expert-led Copilot training and real-world guidance from Your 365 Coach at https://www.your365coach.co.uk
In this practical walkthrough, we explore one of the most important updates to Microsoft 365 Copilot so far with the introduction of the new Planner Agent, a conversational experience that finally connects Copilot directly to your tasks.
For a long time, managing tasks across emails, meetings, and chats has felt disconnected. But with the Planner Agent, you can now review your workload, create tasks, update deadlines, and even turn emails into tasks — all through simple, natural conversation.
This is a significant step forward in how Microsoft 365 Copilot supports real day-to-day work, helping you move from scattered information to clear, actionable plans in seconds.
🔍 What You'll Learn in This Video
✅ The challenge with managing tasks in Copilot and Planner previously
✅ How to access and start using the new Planner Agent
✅ Creating dynamic task lists based on your work across Microsoft 365
✅ Updating and managing task due dates using simple prompts
✅ Reviewing and planning your upcoming tasks for the week ahead
✅ Creating tasks in both personal and shared Planner plans
✅ Turning Outlook emails into tasks instantly
✅ Key limitations in the current Preview experience
✅ My honest thoughts on the new Planner Agent
⭐ Additional Resources
📘 Download our FREE Microsoft 365 eBooks:
👉 https://www.your365coach.co.uk/ebook
📬 Join our Weekly Microsoft 365 Newsletter
👉 https://www.your365coach.co.uk/newsle...
📰 Stay Connected
📸 Instagram 👉 Instagram: your365coach
🎵 TikTok 👉 TikTok: your365coach
🔗 LinkedIn 👉 LinkedIn: your-365-coach
👍 If this helped, please give it a LIKE
💬 Comment below: Would you use the Planner Agent to manage your tasks — or are you sticking with your current setup?
🔔 Subscribe for weekly Microsoft 365 tutorials, strategy, and practical AI guidance
⏱ Video Chapters
00:00 The Problem with Copilot and Planner
01:36 Accessing the New Planner Agent
02:17 Create a Dynamic Task List with the Agent
04:26 Changing Due Dates with the Planner Agent
06:09 Reviewing Upcoming Tasks with the Planner Agent
07:20 Creating Tasks in My Tasks and Shared Planners
10:16 Creating Tasks from Outlook in Planner with the Planner Agent
12:29 Current Limitations of the Planner Agent
13:32 My Thoughts on the New Planner Agent
#Microsoft365Copilot #MicrosoftCopilot #MicrosoftPlanner #AIAtWork #Productivity #TaskManagement #Microsoft365 #Your365Coach #Copilot