Use templates to get started with Project Manager agent

Why use a pre-made template?

If you're new to Project Manager agent, using a template is a great way to explore its features and learn how to interact with it effectively.

If you're new to Project Manager agent, using a template is a great way to explore its features and learn how to interact with it effectively. Additionally, if your intended plan falls into one of the categories of the pre-made templates, using a template gives you a head start and reduces the struggles that can come with starting from a blank page.

Create a new plan from a template

1. Open Planner in Teams.

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

3. Select See all templates in the bottom right of the New plan screen.

4. Scroll down to Project Manager templates.

5. Select any Project Manager template that meets your needs. For example, select Research Report under the Project Manager Templates header for a plan to write a research report on any topic.

6. Review the template to ensure it meets your needs.

7. Select Use template.

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

9. Select Create.

Edit the template to meet your needs

After creating a templated Project Manager plan, you can edit the plan goal and add files to help the Project Manager agent properly execute tasks. Let's look at an example:

Oscar is a product manager at an EV company. He is conducting market research on the EV market. He is using the Project Manager Research template, and to edit the template to meet his need, Oscar completes the follow steps:

1. On the Goals view, edit the template goal "Complete a research report on the life cycle of a great white shark" by replacing "life cycle of a great white shark" with "EV market."

2. Select Add files for better results​​​​​​​.

3. Choose relevant documentation. For his scenario, Oscar selects Contoso Market Research.docx. Learn more about adding files for context.

With this personalization made, Oscar can now assign tasks to the Project Manager agent to start execution on the plan. Learn more about executing tasks with the Project Manager agent.

More ways to work with Project Manager agent

Create a plan from scratch 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