Create a new plan with Microsoft 365 Copilot in Planner (preview)

Let's look at an example. Sebastian owns two local ice cream shops. During his business’s first couple of years, he offered only ten different ice cream flavors that could be served in bowls, cones, or as milkshakes. This year, Sebastian wants to expand his menu to include sundaes, but isn't sure how to launch a new product type. Copilot in Planner can help Sebastian develop a launch plan for his sundaes.

To create a new product launch plan using Copilot in Planner, Sebastian completes the following steps:

1. Select + New plan.

2. On the New plan window, select Premium.

   Note: Basic plans don’t have Copilot available to use.

3. Enter a name for the new plan, select whether to pin the plan to the left navigation, and choose a group to assign the plan to (optional).

4. Select Create.

5. At the top right of the new plan, select the  Copilot icon.

6. In the compose box, enter, “Create a plan with buckets, goals, and tasks for adding sundaes to an existing ice cream shop's menu.”

7. Select the Send arrow and Copilot creates buckets, tasks, and goals for launching sundaes as a new menu item.

With this plan outline, Sebastian can edit the plan however he needs. He can also use Copilot in Planner to help him add more tasks, revise goals, and edit buckets.

To learn how to use Copilot in Planner to create new tasks, see Create new tasks with Copilot in Planner.