Applies ToMicrosoft Planner

Note: Project Manager (preview)​​​​​​​ is currently rolling out to customers. Learn more about it in Frequently asked questions about Project Manager.

What is Project Manager (preview)? 

Project Manager (preview) is an innovative AI agent that serves as a collaborator for your plans. It leverages your upcoming deadlines and goals to create a plan, execute tasks to help you get work done, and take in feedback to improve its outputs. 

​​​​​​​Select a heading for more information.

The project manager is a member of your team who can collaborate throughout all stages of your plan 

Plan creation: 

  • The project manager can generate tasks for your plan based on a given goal. It can understand the plan’s goals and then generates a set of tasks that need to be completed to achieve the given goal successfully.

Task execution: 

  • The project manager can be assigned to tasks for execution. Upon assignment, the project manager will understand the task in the context of the larger plan, taking into account specific task details including the description and associated goal. Then, the project manager will execute the task and provide its output in a Loop component within the task details.

  • The project manager can take and act on feedback that is given on its output. Simply type your feedback directly into the associated Loop component or leave a comment and select Regenerate. Then, the project manager will take your feedback into account and re-execute the task to better fit your expectations.

Plan execution: 

  • As the plan progresses, the project manager will suggest tasks that should be worked on next in the Project Manager View.

The project manager can be assigned to any task in your plan, however it may not always be able to successfully complete the task. For example, if you assign it a task to build a house, it will not be able to successfully build a house. However, in these cases, it will output a set of instructions for how you can go about completing the task, yourself. In this way, the project manager never leaves you with a dead end.  

The project manager is best at completing tasks that require textual or image-based outputs and can also format outputs in a table. 

The project manager and the standard Copilot in Planner are separate experiences within Planner. While the standard Copilot works on behalf of you as an individual and all interactions are private, the project manager works on behalf of your team. This means that all output generated by the project manager will be visible to every member of the plan. Because of this distinction, you may get different results if you generate tasks with the project manager versus if you generate tasks with Copilot in Planner. 

The GA release date for the project manager will be announced soon. 

This new agent is available in public preview and customers are required to have a Microsoft 365 Copilot license. Customers will also need to ensure their current Microsoft 365 licensing allows them access to Microsoft Loop to use this agent. Learn more about how to access the project manager.

The project manager currently supports English only. More languages and locales will be supported in the future. 

There are several ways to provide feedback. For a bug or feedback regarding a specific project manager interaction, please use the thumbs up/thumbs down buttons located right above the Loop component containing the output. This will allow you to send us anonymous log data that will help us investigate or contextualize any issue you’re dealing with. You can also send feedback directly in the Planner app in Microsoft Teams—select the menu in the top right of a plan (next to Share) and select Feedback. You can also leverage the Planner Feedback Portal

The project manager was evaluated through extensive manual and automatic testing on top of Microsoft internal usage and public data. More evaluation was performed over custom datasets for offensive and malicious prompts (user questions) and responses. 

The project manager has been reviewed by our Responsible AI (RAI) team. We follow RAI principles and have implemented:   

  • Responsible AI handling pipeline to mitigate the risks like harmful, inappropriate content.

  • In product user feedback with which users can report offensive content back to Microsoft.

If you find a generated response that is incorrect or encounter harmful or inappropriate content, please provide that feedback by clicking thumbs down located above the Loop Component containing the agent’s output. This feedback helps us to improve and minimize this content in the future.  

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