Copilot experiences in Microsoft Planner help transform your work management

Summary

Microsoft Planner introduces Copilot, a generative AI tool designed to enhance planning, management, and execution of projects. Copilot helps set goals, generate work breakdowns, and track progress. It assists with task management, workload balancing, and providing updates on project status. By streamlining these processes, Copilot ensures that teams stay informed and on track. This innovative feature will be available to Planner users starting early 2024.

Takeaways

• 🚀 The Microsoft Planner team is excited to introduce Copilot in the new Planner, leveraging generative AI.
• 🧠 Copilot streamlines planning, management, and execution, helping users stay informed and achieve their goals.
• 📅 Planning is essential for successful projects, starting with setting the right goals and breaking down work.
• 🤖 Copilot can generate work breakdowns for new projects, aiding in planning and task organization.
• 🔄 Ongoing management and tracking are crucial; Copilot assists with triaging issues, expanding scope, and making changes.
• 🎯 Copilot helps track new goals, monitor task progress, and identify team members' workloads.
• ⚙️ Effective execution is key to achieving goals, and Copilot aids in prioritizing tasks and breaking them into actionable steps.
• 📊 Copilot surfaces necessary information, answering questions about progress, priorities, and workload based on the plan.
• 📈 Copilot generates detailed plans for projects like product launches, including analyzing goals and creating tasks.
• 📅 Users can manually add details and subtasks, but Copilot can expedite this process, making planning more efficient.
• 🤩 Copilot brings next-generation AI capabilities to Planner, available to users starting in early 2024.

Q & A

What is Copilot in Microsoft Planner?

Copilot is a generative AI tool integrated into Microsoft Planner to streamline planning, management, and execution of work, helping users stay informed and achieve their goals.

How does Copilot assist in the planning phase of a project?

Copilot helps by generating a work breakdown for the project, setting goals, and creating a detailed plan based on the user's input.

What kind of tasks can Copilot help track?

Copilot can track new goals, tasks that are behind schedule, and the workload of team members, helping manage ongoing project requirements.

How does Copilot enhance the execution phase of a project?

Copilot aids in identifying next steps, breaking down large tasks into actionable steps, and keeping the user on track with their project goals.

What specific information can Copilot surface for users?

Copilot provides answers to questions regarding progress, priorities, workload, and other key metrics related to the project plan.

Can you give an example of how Copilot assists with initiating a product launch?

By creating a plan named 'Product Launch,' the user can ask Copilot to generate a detailed plan, including analyzing goals and breaking down work, such as including tasks for validating a successful launch and collecting feedback.

How does Copilot handle missing elements in a plan?

Users can ask Copilot to include missing elements, such as retrospective work, ensuring the plan covers all necessary aspects.

What is the benefit of using Copilot for adding subtasks?

Copilot can quickly generate and add subtasks, such as 'analyze support inquiries,' making the process more efficient and less tedious for the user.

When will Copilot be available to Planner users?

Copilot will be available to Planner users starting in early 2024.

What is the main advantage of using Copilot in Microsoft Planner?

The main advantage is that Copilot significantly speeds up the planning process, provides ongoing management and tracking, and enhances execution by making complex plans easier to manage and execute effectively.