Skip to content

Latest commit

 

History

History
47 lines (29 loc) · 2.3 KB

create-planner-tasks.md

File metadata and controls

47 lines (29 loc) · 2.3 KB
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

Create Planner tasks from suggested tasks (preview)

[!INCLUDE preview-banner]

[!INCLUDE preview-note]

  1. 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.

  2. In the Suggested Planner tasks card, review the suggested tasks. Task name and assignee are shown for each task.

  3. Add the due date for each task. If necessary, edit the task, task name, and assignee.

  4. 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.

  5. 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.":::

  6. 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.":::

  7. Select Set up tab.

  8. 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.

See also

Advanced collaboration with AI-powered Planner tasks
Set up account team template in Microsoft Teams
Set up deal room template in Microsoft Teams