title | description | ms.date | ms.topic | ms.service | author | ms.author |
---|---|---|---|---|---|---|
Create Planner tasks from suggested tasks (preview) |
Learn how to create Planner tasks from suggested tasks in collaboration spaces in Microsoft Teams. |
05/08/2024 |
how-to |
microsoft-sales-copilot |
sbmjais |
shjais |
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Open an account team or deal room channel in Microsoft Teams.
If task suggestions are available, you see the Suggested Planner tasks card for a post in the channel.
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In the Suggested Planner tasks card, review the suggested tasks. Task name and assignee are shown for each task.
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Add the due date for each task. If necessary, edit the task, task name, and assignee.
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If you have multiple plans in your Planner app, select the plan where you want to create the task from the Add to Plan list, else select Create a new plan.
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Select the tasks you want to create, and then select Create tasks.
:::image type="content" source="media/collab-space-ai-tasks.png" alt-text="Screenshot showing AI suggested Planner tasks.":::
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In the confirmation message, select Go to Planner to add the Planner app as a tab in the channel.
:::image type="content" source="media/collab-space-ai-tasks-msg.png" alt-text="Screenshot showing confirmation message about Planner tasks.":::
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Select Set up tab.
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In the Planner window, select Use an existing plan from this team, select the plan name shown in the confirmation message, and then select Save.
:::image type="content" source="media/collab-space-select-plan.png" alt-text="Screenshot showing option to set up Planner tab.":::
Sales team members can make updates to the tasks directly from the Planner app added in a tab without switching to the Planner app. Tasks updates are automatically reflected in the Planner app as well.
Advanced collaboration with AI-powered Planner tasks
Set up account team template in Microsoft Teams
Set up deal room template in Microsoft Teams