From Zero to Full Project Plan in Minutes With the Planner Agent

What if you could hand a project brief to AI and get back a full project plan, complete tasks, an updated calendar, and even a team member who executes tasks for you? In this video I walk through the Planner agent in Microsoft 365 from start to finish, using a real office relocation scenario. What You'll Learn: ✅ How to create a project plan from a template in Planner ✅ How to turn a generic template into a specific, tailored plan using one detailed prompt ✅ How Planner proposes new tasks and lets you review them in draft mode before saving ✅ How to assign a task directly to the Planner agent as if it were a team member ✅ What happens when the agent needs more input to complete a task (and how to answer its questions) ✅ How to update the calendar view so all your tasks appear automatically ✅ How to generate an executive summary report from your project activity Why This Matters: Starting a project plan from scratch takes time, and making sure every task is relevant to your actual situation takes even longer. The Planner agent handles both: it builds the structure, adapts it to your specific project details, and can even take on tasks itself, asking clarifying questions when it needs more information before it acts. Whether you're an experienced project manager or completely new to managing one, this gives you a real head start. Key Timestamps: 0:00 - Intro: Using the Planner agent to build a project plan 0:45 - Creating a plan from the Project Management template 1:55 - Adding project-specific context with a detailed prompt 4:00 - Reviewing proposed tasks in draft mode 4:51 - Tasks added automatically to the right buckets 5:40 - Assigning a task directly to the Planner agent 6:38 - The agent asks clarifying questions before executing a task 9:01 - Updating the calendar with all project tasks 10:59 - Reviewing the chart view and generating reports Who This Video Is For: Project managers looking to speed up plan creation and task assignment Anyone new to project management who needs a structured starting point Consultants and business owners managing office moves, department changes, or similar projects Microsoft 365 users wanting to explore what the Planner agent can actually do Want More AI Agent Demos? I cover new Copilot and Microsoft 365 agent features regularly, including deeper dives into agents like this one. Subscribe so you don't miss the next one. Let's Connect: Got a project scenario you'd like to see the Planner agent handle? Drop it in the comments and I'll consider it for a future video. And if your team wants support adopting Copilot and Planner properly, click the link below and get in touch. https://bookings.cloud.microsoft/book... Don't forget to: 👍 Like this video if it helped you 🔔 Subscribe for more Microsoft 365 and Copilot tutorials 💬 Comment what kind of project you'd want the Planner agent to help with #MicrosoftPlanner #PlannerAgent #Microsoft365 #CopilotAgents #ProjectManagementAI