Create Planner tasks from suggested tasks (preview)

[This article is prerelease documentation and is subject to change.]

Important

This is a preview feature.
Preview features aren’t meant for production use and may have restricted functionality. These features are available before an official release so that customers can get early access and provide feedback.

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.
In the Suggested Planner tasks card, review the suggested tasks. Task name and assignee are shown for each task.
Add the due date for each task. If necessary, edit the task, task name, and assignee.
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.
Select the tasks you want to create, and then select Create tasks.
In the confirmation message, select Go to Planner to add the Planner app as a tab in the channel.
Select Set up tab.
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.

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.

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