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.

Outlines

00:00

🚀 Introduction to Copilot in Microsoft Planner

The Microsoft Planner team introduces Copilot, a new feature powered by generative AI. Copilot aims to streamline planning, management, and execution of work, keeping teams informed and efficient in achieving their goals. The feature promises to transform how teams work together using Planner.

🎯 Planning with Copilot

Effective project planning starts with setting the right goals and breaking down tasks to achieve them. Copilot assists in planning by generating a work breakdown for new projects. This helps ensure that all aspects of planning are considered from the outset.

🛠 Managing and Tracking with Copilot

Plans require ongoing management and tracking. Copilot helps by tracking new goals, identifying delayed tasks, and monitoring team workload. This feature supports adjustments to the plan, such as triaging issues and expanding scope, making project management more dynamic and responsive.

📈 Executing Plans with Copilot

Successful execution of plans is crucial for achieving goals. Copilot acts as a digital assistant to streamline this process. It helps identify the next steps, break down large tasks into actionable items, and keep the execution phase on track.

🔍 Staying Informed with Copilot

Staying informed on complex plans can be challenging. Copilot helps by providing quick access to information on progress, priorities, workload, and more. This ensures that teams have the necessary insights to stay updated on their plans.

📅 Using Copilot for Planning a Product Launch

To illustrate Copilot's capabilities, the script demonstrates planning a product launch. Creating a new plan named 'Product Launch,' the user asks Copilot to generate the plan, which includes breaking down tasks based on goals. Missing elements can be added easily by asking Copilot, enhancing the plan with additional tasks.

📝 Adding Details with Copilot

Detailing the execution phase involves manually adding subtasks, which can be tedious. Copilot simplifies this by generating subtasks for various work aspects, like analyzing support inquiries. This accelerates the process of building out a detailed and comprehensive plan.

✨ Conclusion and Future Availability

The transition to a new way of planning, managing, and executing work with Copilot is highly anticipated. Copilot's next-generation AI capabilities will be available to Planner users starting in early 2024, promising significant improvements in project management efficiency.

Keywords

💡Copilot

Copilot is an AI-driven digital assistant integrated into Microsoft Planner. It utilizes generative AI to streamline planning, management, and execution of tasks. In the video, Copilot is showcased as a tool to help users generate work breakdowns, manage ongoing tasks, and provide actionable insights to achieve project goals.

💡Planner

Planner refers to Microsoft Planner, a task management application used for planning and organizing work. The video highlights how the new Planner, enhanced with Copilot, helps users plan, track, and execute projects more efficiently by leveraging AI capabilities.

💡Generative AI

Generative AI is a type of artificial intelligence that can create content, such as text or plans, based on input data. In the context of the video, Copilot uses generative AI to automatically generate project plans, break down tasks, and suggest actionable steps, significantly reducing the manual effort required from users.

💡Work Breakdown

Work breakdown refers to the process of dividing a project into smaller, manageable tasks. The video demonstrates how Copilot can generate a work breakdown for a project, like a product launch, by analyzing goals and outlining the necessary steps to achieve them.

💡Project Goals

Project goals are the desired outcomes or objectives that a project aims to achieve. The video emphasizes the importance of setting the right goals for successful planning and how Copilot assists in defining and tracking these goals throughout the project lifecycle.

💡Management and Tracking

Management and tracking involve overseeing the progress of tasks and ensuring they are completed on time. The video shows how Copilot helps manage and track projects by identifying issues, adjusting plans, and monitoring task progress to keep the project on track.

💡Subtasks

Subtasks are smaller, detailed tasks that are part of a larger task or project. In the video, the speaker demonstrates how users can manually add subtasks or use Copilot to generate them, thereby breaking down large work items into more actionable steps.

💡Task Prioritization

Task prioritization involves determining the order in which tasks should be addressed based on their importance and deadlines. Copilot helps users prioritize tasks by providing insights on what needs to be worked on next, ensuring that critical tasks are completed in a timely manner.

💡Workload Management

Workload management is the process of distributing tasks among team members to balance their workloads effectively. The video illustrates how Copilot can identify which team members have the highest workload and suggest adjustments to optimize task distribution.

💡Progress Tracking

Progress tracking refers to monitoring the advancement of tasks towards project completion. The video highlights how Copilot provides real-time updates and answers to questions regarding task progress, helping users stay informed and make necessary adjustments to their plans.

Highlights

Microsoft Planner team introduces Copilot in the new Planner.

Copilot uses generative AI to streamline planning, management, and execution of work.

Copilot keeps users informed as they achieve their goals.

Planning is essential for successful projects, starting with setting the right goals.

Copilot can generate a work breakdown for planning a project.

Plans require ongoing management and tracking, which Copilot can assist with.

Copilot can help triage issues, expand scope, or make changes to the plan.

Copilot can track new goals and identify tasks that are behind schedule.

Effective execution is crucial for achieving planned goals.

Copilot acts as a digital assistant to streamline execution and stay on track.

Copilot can identify what to work on next and break up large tasks into actionable steps.

Staying informed on busy or complex plans can be challenging, but Copilot provides necessary information quickly.

Copilot provides answers on progress, priorities, workload, and more based on the plan.

The demonstration shows how to plan with Copilot, starting with a product launch.

Copilot generates a plan for a product launch by analyzing goals and breaking down work.

Users can keep the Copilot-generated plan or modify it as needed.

Copilot can add subtasks to a plan to help with detailed execution.

The process of adding tasks can be tedious, but Copilot simplifies it.

Copilot will bring next-generation AI capabilities to Planner users starting in early 2024.

Transcripts

- [Instructor] The Microsoft Planner team

is excited to unveil Copilot in the new Planner.

With the power of generative AI,

Copilot streamlines the planning, management,

and execution of your work,

keeping you informed as you achieve your goals.

Get ready to transform the way you and your team work

with Copilot and Planner.

Planning is critical to any successful project.

This starts with setting the right goals

and breaking down the work to achieve them.

Ask Copilot to plan for your next project

and it will start generating the work breakdown.

Even the most thoughtful plans

require ongoing management and tracking.

When it's time to triage an issue, expand scope,

or make other changes to the plan,

Copilot can help.

Just ask Copilot to track a new goal,

what tasks are behind,

or which team members have the highest workload.

Effective execution is key

to actually achieving your planned goals.

With Copilot as your digital assistant,

you can streamline this process and stay on track.

Copilot can help you identify what to work on next

or break up a large work item into actionable steps.

It can be a challenge to stay informed

on busy or complex plans.

Copilot helps you quickly surface the information you need.

Based on your plan,

Copilot provides answers to questions on progress,

priorities, workload, and more.

Let's take a closer look at how you plan with Copilot.

Let's say we're getting ready to initiate a product launch.

I want to track this work in the new planner.

I'll start by creating a plan and naming it Product Launch.

Now, let's start the planning process.

This can sometimes be tedious,

but luckily, Copilot helps speed it up.

I can simply ask Copilot to plan for a product launch.

Copilot immediately starts generating the plan,

analyzing our goals,

and breaking down the work to accomplish them.

The Copilot-generated plan is a great start

and I can keep it now if I want it.

I notice that retrospective work is missing from the plan.

I'll ask Copilot to include work

to validate successful launch.

This looks great.

I can easily keep the generated tasks,

adding them directly to the plan.

Planning this launch is off to a great start.

Now, I want to add some more detail to help with execution.

I can manually add subtasks.

For example, I'll add a subtask to collect feedback.

As always, I'm in control,

but this process can get a bit tedious.

I'll use Copilot to make it easier.

I'll ask Copilot to add subtasks

for analyze support inquiries.

We are adding tasks at the subtask level

and Copilot generates accordingly.

Now I can repeat this process

for whatever aspect of the work I want

and build out a detailed plan in minutes.

We're all excited to start this transition

to a whole new way of planning,

managing, and executing work.

Copilot will bring these next generation AI capabilities

to Planner users starting in early 2024.