Project management edition
Microsoft is expanding Planner Agent in Copilot Chat: from December 2026 it will assign tasks and look for open work in your emails, chats and meetings.
Planner Agent in Copilot Chat can assign tasks and find open work by itself
Microsoft is expanding Planner Agent, the tool in Copilot Chat for tasks in Planner. The rollout starts in December 2026.
Soon you will be able to assign tasks to one or more people in shared basic plans. You can also assign several tasks at once. You can change or remove assignments, and you can view tasks per person. The limit of 30 tasks per plan is going away, so larger plans are possible.
The new feature is the catch-up. The agent looks for open work in recent emails, chats and meetings and suggests tasks based on it. As a project manager, you will have to retype fewer action items yourself.
Suggested tasks stay drafts until you save them. Assignments stay drafts until you confirm them. The agent cannot delete tasks by itself and cannot undo changes.
Planner Agent also remembers preferences from earlier Copilot conversations. You can keep, edit or delete these memories. If you do not want it to remember anything, turn memory off in the settings.
The agent works for personal tasks and shared basic plans, not for premium plans. You need an active Microsoft Copilot license.
Background for subscribersYou no longer have to collect open work from emails, chats and meetings yourself, because the agent suggests tasks, also at a fixed time that you choose. This only works in personal tasks and shared basic plans, so not in premium plans. You do need an active Microsoft Copilot license.
OneNote recordings: what an admin needs to know
Admins do not have to do anything for the new recording feature in OneNote. If the organization does not want it, an admin can turn it off with a policy setting. This applies to OneNote on Windows and to employees with a Microsoft 365 Copilot license. Microsoft recommends informing users about the rules for transcription and consent. Discuss with the IT department whether you need that setting. Also decide what your employees are told about transcription and consent in advance, before the feature appears for them.
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