Microsoft Planner: AI-generated status reports in Planner Agent
Microsoft Planner now includes AI-generated status reports via Planner Agent in Microsoft 365 Copilot, summarizing plan progress, risks, and next steps. Users with a Copilot license can customize and generate reports from accessible plan data. Rollout starts late October 2026, with no required user action. We are introducing AI-generated status reports in Planner Agent. This feature uses Planner plan data to generate a status report that summarizes overall status, progress, risks, and next steps. Users can customize reports by specifying items such as audience, tone, length, reporting period, and report sections before reviewing and refining the generated content. Rollout schedule Public Preview (Worldwide): Rollout has completed. General Availability (Worldwide): Rollout begins in late October 2026 and is expected to complete by mid-November 2026. Impact on your organization Who is affected Organizations who have Planner agent enabled as part of the Microsoft 365 Copilot app. Within those organizations, users with an active Microsoft 365 Copilot license who use Planner Agent. Note: Users who view or edit reports do not require a Microsoft 365 Copilot license; a Copilot license is required only to generate reports. Platforms and services Microsoft Planner Microsoft 365 Copilot What will happen Planner Agent will be able to generate AI-powered status reports from Planner plan data within Microsoft 365 Copilot app. Reports will be generated only from Planner content that users already have permission to access. Existing Planner sharing permissions, Copilot policies, and agent controls continue to apply. Reports will synthesize plan information, including tasks, owners, due dates, status, buckets, and recent activity, into sections such as executive summary, progress, risks and blockers, achievements, milestones, and next steps. Users can customize reports by reporting period, sections, tone, length, audience, and additional instructions before reviewing and refining the generated content. Reports can be exported to a Copilot Page and shared by link or exported to Word and PDF. This feature adds new functionality and does not replace existing Planner capabilities. Copilot-generated status report View image in new tab View image in new tab Action required and recommendations No action is required. We recommend that you: Confirm that intended users […]
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