Microsoft is pushing Planner additional into the centre of its collaboration technique, with a sequence of updates now rolling out in January and February 2026.
The modifications proceed the corporate’s effort to consolidate work administration instruments below a single interface, whereas utilizing Copilot licensing because the gateway to extra superior automation.
It hopes that tighter integration and AI-assisted planning will preserve prospects inside its stack, whilst standalone platforms like Asana, Monday.com and Smartsheet proceed to supply deeper performance of their respective niches.
Microsoft Copilot expands into Planner with Undertaking Supervisor agent
Probably the most important change is the growth of the Undertaking Supervisor agent, an AI characteristic that was beforehand restricted to premium Planner plans.
Microsoft is now making it obtainable to customers with Copilot licenses, no matter their Planner tier. The agent can pull choices from Groups assembly transcripts, generate job lists from conversational inputs and construct workback schedules primarily based on challenge parameters.
The transfer ties Planner’s most helpful AI capabilities on to Copilot adoption. IT and procurement groups might want to assess whether or not AI-generated job creation delivers sufficient effectivity to justify the extra spend, or whether or not it provides one other layer of automation that requires its personal governance.
Process chat replaces feedback as Microsoft Groups integration deepens
Microsoft can be changing the prevailing feedback system in Planner with a brand new job chat interface.
The up to date expertise is modelled on the conversational fashion of Groups, with assist for mentions, wealthy textual content formatting and threaded replies. The change aligns with how customers already talk in Microsoft 365, however it introduces a complication.
Current job feedback won’t carry over into the brand new system. As a substitute, they are going to be moved to the group mailbox related to every plan.
Groups counting on task-level remark historical past for audit trails or compliance functions might want to modify how they retrieve that info. For sectors the place task-level documentation is tied to regulatory necessities, the transition would require planning and clear communication to customers.
The updates additionally embrace customized templates, which permit organisations to create reusable plan constructions. Groups that run repeatable workflows reminiscent of buyer onboarding, incident response or marketing campaign launches can now standardise these processes inside Planner quite than counting on exterior instruments or guide duplication.
Enterprise safety controls arrive with Info Limitations and MIP labels
Microsoft is introducing assist for Info Limitations and Microsoft Info Safety labels in Planner. These compliance and safety controls have been obtainable in different components of the Microsoft 365 suite for a while, however their absence in Planner has been a niche for regulated industries.
Info Limitations stop sure teams from collaborating on the identical plan, which issues in monetary providers, healthcare and different sectors the place knowledge segregation is required. MIP labels enable organisations to categorise plans and duties primarily based on sensitivity, making use of encryption or entry restrictions accordingly. The addition of those controls makes Planner extra credible for enterprise IT groups who’ve been reluctant to endorse it for delicate tasks.
Microsoft Planner positioning towards Asana, Monday.com and Smartsheet
The January and February updates comply with the efficient retirement of Undertaking for the net, which Microsoft consolidated into Planner in mid-2025.
That transfer was a part of a broader effort to scale back product overlap between Planner, To Do and Undertaking. The result’s a single work administration interface that spans light-weight job monitoring and extra structured challenge planning.
Microsoft is just not attempting to match the characteristic depth of specialized challenge administration platforms. As a substitute, it’s counting on integration, comfort and licensing bundling to win over the center of the market. For organisations already paying for Microsoft 365, Planner represents a low-friction possibility that sits natively inside Groups and connects on to Outlook and SharePoint.
Organisations ought to put together for the duty chat transition, notably in groups that depend on historic feedback for context or compliance. They need to consider the place customized templates can drive consistency and cut back guide setup time. And they need to assess whether or not Copilot licensing is smart for the groups most certainly to profit from AI-assisted planning.
