Create a plan from scratch with Planner agent

Create a new plan

1. Open Planner in Teams.

2. Select + New plan in the top left of the page.

3. Choose Basic plan or Premium plan​​​​​​​.

4. Give your plan a name and select the relevant group to add to the plan.

5. Select Create.

Generate tasks for your plan

After creating a new blank Planner agent plan, you can add a plan goal to help the Planner agent generate tasks. Let's look at an example: 

Adele is a marketing manager at an architecture firm. She's driving the marketing plan for a new service her firm is offering called, "Workspace Strategy and Design" to create flexible and efficient work environments that adapt to the changing needs of businesses and their employees. To create tasks using the Planner agent, Adele completes the follow steps:

1. On the Goals tab, under Add goal, enter, "Successfully market a new service, Workspace Strategy and Design, to create flexible and efficient work environments that adapt to the changing needs of businesses and their employees."

2. Select Add files for better results.

3. Choose relevant documentation. For her scenario, Adele selects, "Workspace Strategy and Design service plans.docx," "Workspace Strategy and Design Walking Deck.ppt," and "Brand guide.ppt." Learn more about adding files for context.

4. ​​​​​​​Select Generate tasks and the Planner agent will create a set of tasks related to the plan goal and documentation.

5. With these generated tasks, Adele can edit the plan however she needs by adding additional tasks, editing tasks, or removing unneeded tasks before starting execution. Learn more about executing tasks with Planner agent.

More ways to work with Planner agent

Use templates to get started with Planner Agent

Execute tasks with Planner Agent

Add resources as context for Planner Agent

Frequently asked questions about Planner Agent