Create a plan from scratch with Project Manager agent

Create a new plan

1. Open Planner in Teams.

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

3. Choose Plan with Project Manager.

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 Project Manager agent plan, you can add a plan goal to help the Project Manager 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 Project Manager 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 Project Manager 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 Project Manager agent.

More ways to work with Project Manager agent

Use templates to get started with Project Manager agent

Execute tasks with Project Manager agent

Add resources as context for Project Manager agent

Frequently asked questions about Project Manager agent