Access Project Manager

How to access Project Manager 

1. Open Planner in Teams.

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

3. Choose Plan with Project Manager to get started with a blank plan, or any of the Project Manager templates such as Research with Project Manager to get started with a specific intent.

4. Name your plan and select the relevant group to add to the plan.

5. Select Create.

From here, you can use the project manager to generate tasks for your plan and assign the project manager to tasks for execution. 

Project Manager view 

The Project Manager view serves as your home base for tracking the project manager's work. Here, you can: 

• Update your plan goal and regenerate tasks as needed

• Keep track of the project manager’s latest work

• See the project manager’s suggestions for what you should focus on next

Board view 

The Board view provides a detailed look at the project manager’s progress. 

1. Select the Group by dropdown in the top right corner of Board view.

2. Choose Project Manager in the dropdown.

3. Tasks will be sorted by project manager’s progress:

   1. All incomplete tasks: Tasks that are not assigned to the project manager.

   2. Draft with Project Manager: Tasks that are assigned to the project manager but have not yet begun execution.

   3. Needs your input: Tasks for which the project manager needs additional information to complete.

   4. Completed with Project Manager: Tasks that the project manager has completed execution on.

Who can access Project Manager? 

To access Project Manager, you need: 

• Microsoft 365 Copilot license

• Microsoft Loop

Users that additionally have a Planner Plan 1, Project Plan 3, or Project Plan 5 license will have access to premium functionalities.  

Users without a Microsoft 365 Copilot license or Microsoft Loop can collaborate on plans, but can’t interact with the project manager, such as assigning tasks to the project manager.