rewrite this title Microsoft Planner Gets AI Boost and Compliance Upgrades as Copilot Integration Deepens

Microsoft is pushing Planner further into the centre of its collaboration strategy, with a series of updates now rolling out in January and February 2026.

The changes continue the company’s effort to consolidate work management tools under a single interface, while using Copilot licensing as the gateway to more advanced automation.

It hopes that tighter integration and AI-assisted planning will keep customers inside its stack, even as standalone platforms like Asana, Monday.com and Smartsheet continue to offer deeper functionality in their respective niches.

Microsoft Copilot expands into Planner with Project Manager agent

The most significant change is the expansion of the Project Manager agent, an AI feature that was previously limited to premium Planner plans.

Microsoft is now making it available to users with Copilot licenses, regardless of their Planner tier. The agent can pull decisions from Teams meeting transcripts, generate task lists from conversational inputs and build workback schedules based on project parameters.

The move ties Planner’s most useful AI capabilities directly to Copilot adoption. IT and procurement teams will need to assess whether AI-generated task creation delivers enough efficiency to justify the additional spend, or whether it adds another layer of automation that requires its own governance.

Task chat replaces comments as Microsoft Teams integration deepens

Microsoft is also replacing the existing comments system in Planner with a new task chat interface.

The updated experience is modelled on the conversational style of Teams, with support for mentions, rich text formatting and threaded replies. The change aligns with how users already communicate in Microsoft 365, but it introduces a complication.

Existing task comments will not carry over into the new system. Instead, they will be moved to the group mailbox associated with each plan.

Teams relying on task-level comment history for audit trails or compliance purposes will need to adjust how they retrieve that information. For sectors where task-level documentation is tied to regulatory requirements, the transition will require planning and clear communication to users.

The updates also include custom templates, which allow organisations to create reusable plan structures. Teams that run repeatable workflows such as customer onboarding, incident response or campaign launches can now standardise those processes inside Planner rather than relying on external tools or manual duplication.

Enterprise security controls arrive with Information Barriers and MIP labels

Microsoft is introducing support for Information Barriers and Microsoft Information Protection labels in Planner. These compliance and security controls have been available in other parts of the Microsoft 365 suite for some time, but their absence in Planner has been a gap for regulated industries.

Information Barriers prevent certain groups from collaborating on the same plan, which matters in financial services, healthcare and other sectors where data segregation is required. MIP labels allow organisations to classify plans and tasks based on sensitivity, applying encryption or access restrictions accordingly. The addition of these controls makes Planner more credible for enterprise IT teams who have been reluctant to endorse it for sensitive projects.

Microsoft Planner positioning against Asana, Monday.com and Smartsheet

The January and February updates follow the effective retirement of Project for the web, which Microsoft consolidated into Planner in mid-2025.

That move was part of a broader effort to reduce product overlap between Planner, To Do and Project. The result is a single work management interface that spans lightweight task tracking and more structured project planning.

Microsoft is not trying to match the feature depth of specialised project management platforms. Instead, it is relying on integration, convenience and licensing bundling to win over the middle of the market. For organisations already paying for Microsoft 365, Planner represents a low-friction option that sits natively inside Teams and connects directly to Outlook and SharePoint.

Organisations should prepare for the task chat transition, particularly in teams that rely on historical comments for context or compliance. They should evaluate where custom templates can drive consistency and reduce manual setup time. And they should assess whether Copilot licensing makes sense for the teams most likely to benefit from AI-assisted planning.