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MS Teams: Introducing Project Manager Agent in Microsoft Planner
PMConnection Articles

Streamlining project and task management with agents 

Watch video demonstration from HERE.

Managing projects can be challenging – often requiring hiring a project manager to stay on top of and complete tasks, which can be an unmanageable expense for multiple and ongoing projects. And there’s always an endless list of tasks to complete as a part of the work, making it hard to track every task, let alone get the work done. 

 

Today, we’re introducing the new Project Manager agent, which automates project management, handling everything from plan creation to executing tasks for you and the team. Whether it’s a long-running or a short-term project, the Project Manager can automatically create a new plan from scratch or use a pre-configured template by simply inputting the goals. Once the plan is in place in Planner, the Project Manager oversees the entire project, including the assignment of tasks, progress tracking, reminders and notifications, and status reporting. The Project Manager can also complete tasks, including content creation. Let’s take a closer look at how it works. 

 

Access the Project Manager agent directly within the Planner app in Teams. When you open the app, you can create a new AI-enabled plan with the Project Manager either from scratch or using a pre-configured template, such as a research report or competitive analysis. 

Once a user sets up the plan, it can be named, added to pinned plans, and have additional users added using Microsoft 365 groups. Any member of your organization can be added to a Microsoft 365 group as a member. Once the plan is created, a user enters a goal (the more specific, the better), and they can also add any relevant files as additional resources for the Project Manager to pull from as it builds out the plan and relevant tasks. Note, the Project Manager is not able to access any data outside of these files, meaning it does not search the user’s graph for additional context.  

 

Once ‘generate tasks’ has been clicked, the Project Manager begins creating a list of tasks to be completed that are all tied to achieving the plan’s goal. These tasks can be assigned to the Project Manager to complete or any other member of the plan. Once the tasks have been assigned to the Project Manager, the agent immediately gets the task underway, and the progress can be tracked in the board view.  

 

At any point that a task requires more input, the task moves to the “Needs your input” column and notifies the team members to update so the agent can continue completing the task. Once the tasks are done, the Project Manager moves them to the “Completed with Project Manager” column. 

 

The team can review the tasks and the output of content that the Project Manager has completed. This content is easily editable and users can add feedback via comments, such as asking the Project Manager to condense the content, put it in a table format, rewrite in a narrative form, and more.  

Further, for teams that prefer to see their brainstorming and ideation visually, users can access Microsoft Whiteboard within Planner. Users can use sticky notes on Whiteboard to jot down ideas and tasks, and once the session is complete, these sticky notes can be converted into tasks and are updated within the plan by the Project Manager. This conversion process takes the text from each sticky note and creates a corresponding task with the same text as the task title. This feature is particularly useful for teams that rely on visual collaboration and need a seamless way to transition from ideation to execution.  

 

The Project Manager is backed by a set of agents that perform specialized functions in the background. The Project Manager in Microsoft Planner orchestrates these multiple agents, ensuring tasks are completed efficiently allowing users to accomplish their goals.  

These new agentic capabilities for the Project manager agent are starting to roll out today in public preview for customers in North America and will continue through the first half of 2025 for other regions. These capabilities are available in the Planner app via Teams desktop and Teams web. 

To access the public preview of the new Project Manager agent, customers are required to have a Microsoft 365 Copilot license.


Original Source: Introducing new agents in Microsoft 365

Watch Video Here:  Unleashing the Power of Agents in Microsoft Planner



Note:
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Posted by webadmin on Wednesday, November 20 @ 08:29:42 EST (199 reads)
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MS Teams: Microsoft OneNote to Microsoft Planner
PMConnection Articles



It is possible to create an Action Item in Microsoft OneNote and have a task be automatically created within Microsoft Planner!

Watch short demonstration video here.

To make this happen requires creating a very small, simple flow within Microsoft Power Automate. Here is that flow:







Note: You might find this helpful: www.AIinProjectManagement.com



Posted by webadmin on Wednesday, December 30 @ 01:32:58 EST (15150 reads)
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MS Teams: What is Microsoft Teams?
PMConnection Articles

Microsoft Teams is a unified communications platform that combines persistent workplace chat, video meetings, file storage (including collaboration on files), and application integration.

Teams is built on Office 365 groups, Office Graph, and the same enterprise-level security, compliance, and manageability as the rest of Office 365.

When you create a team, here's what gets created:

- A new Office 365 group
- A SharePoint Online site and document library to store team files
- An Exchange Online shared mailbox and calendar
- A OneNote notebook
- Ties into other Office 365 apps such as Planner and Power BI

Teams can be customized by adding apps, bots, and connectors.

You can also include people from outside your organization by adding them as a guest to a team or channel.

Find more information here: www.Microsoft-Teams.net


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Posted by webadmin on Tuesday, June 04 @ 22:06:39 EDT (1854 reads)
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MS Teams: Create Tasks in Microsoft Planner using Google Home
PMConnection Articles

This article will guide the user through configuring a solution that will enable the user to create tasks in Microsoft Planner using Google Home. Note that this solution does NOT require any custom code, Project Online or the purchase of a third-party add-on.

Watch short overview video here.

This solution does require Microsoft Planner, Google Home, Google Assistant, Wunderlist, Gmail an IFTTT Applet and Microsoft Flow.

The following image shows how the products are integrated and how the solution flows at a high level.

Contents:

Module 1 – Create Plan in Microsoft Planner

Module 2 – Create Account in Wunderlist

Module 3 – Create Gmail Account

Module 4 -  Create Applet in IFTTT

Module 5 – Create Workflow in Microsoft Flow

Module 6 – Create a task in Microsoft Planner using Google Home





Note: You may find this of value: 

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Posted by webadmin on Sunday, January 13 @ 22:57:36 EST (2425 reads)
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MS Teams: Create Gmail Account
PMConnection Articles

This is "Module 3 – Create Gmail Account", which is part of a series on "Create Tasks in Microsoft Planner using Google Home".


5.       If you don’t already have one, you will need to set up a Gmail account.  Visit www.gmail.com



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Posted by webadmin on Sunday, January 13 @ 22:56:05 EST (1040 reads)
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MS Teams: Create Plan in Microsoft Planner
PMConnection Articles
This is "Module 1 – Create Plan in Microsoft Planner", which is part of a series on "Create Tasks in Microsoft Planner using Google Home".
  1. From Microsoft Planner, click on New Plan, input the name of your project. I will name this one My Project. Choose the Public option, click on Create plan.

2. Your plan now exists



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Posted by webadmin on Sunday, January 13 @ 22:37:05 EST (935 reads)
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MS Teams: Create Account in Wunderlist
PMConnection Articles

This is "Module 2 – Create Account in Wunderlist", which is part of a series on "Create Tasks in Microsoft Planner using Google Home".


3. Visit https://www.wunderlist.com and create an account

4. Your account now exists:



Note: You may find this of value: 

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Posted by webadmin on Sunday, January 13 @ 22:34:02 EST (967 reads)
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MS Teams: Create Applet in IFTTT
PMConnection Articles

This is "Module 4 - Create Applet in IFTTT", which is part of a series on "Create Tasks in Microsoft Planner using Google Home".


6. Visit https://ifttt.com (If This Then That) and create an account

7. When asked to choose at least three services, select Google Assistant, Wunderlist and Gmail

8. Click on the dropdown arrow to the right of your user name and click on New Applet

9. Click the "+this"

10. In Step 1, search for Assistant and click on Google Assistant

11. The Choose trigger step will appear. For Step 2, click on "Say a phrase with a text ingredient"

12. Within the question for "What do you want to say", input 'add $ to my project'. Within the question for "What do you want the Assistant to say in response?', input 'Ok, adding task'.

13. Then click on Create Trigger

14. Click on the "+that"

15. In Step 3 Choose action service, type gm, then click on Gmail

16. Step 4, click on send an email

17. Within the To address, input me@wunderlist.com

18. Within Subject, click on the Add Ingredient option and select Textfield.

19. As a last, you can change the name of your Applet if you like.

20. Click on Save.



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Posted by webadmin on Sunday, January 13 @ 22:29:56 EST (981 reads)
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MS Teams: Create a task in Microsoft Planner using Google Home
PMConnection Articles

This is "Module 6 – Create a task in Microsoft Planner using Google Home", which is part of a series on "Create Tasks in Microsoft Planner using Google Home".


25. Simply say "Hey Google, add decide color to My Project"

26. The task will be added



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Posted by webadmin on Sunday, January 13 @ 22:23:26 EST (945 reads)
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