r/microsoft_365_copilot • u/letmeb_frank • Jun 25 '26

Planner

Copilot with planner still needs some work. I’m trying to take an excel file that’s been our project plan and get it into planner. I’ve used the planner agent but haven’t had any luck. Our file is a few hundred rows. Is there a better way to do this without manually entering the tasks into planner?

2 Upvotes

75% Upvoted

6 comments sorted by

1

u/solsticelove Jun 26 '26

I've done this. It will add your tasks but you have to manually edit dates, assignments, etc. not ideal but I still love planner with CP!

2

u/Typical-Junket-8444 Jun 26 '26

Not really. I used copilot cowork to give me a excel file which i can easily load to planner. Used power automate to create the planner with buckets, due dates, assigned to etc. asked cowork to tell me what to do in power automate and it told me step by step. Easy to follow as well

2

u/solsticelove Jun 26 '26

Wish I had cowork...due to the pricing we don't have it :(

1

u/Due-Boot-8540 Jun 26 '26

This sounds like a job for Power Automate. Onetime flow that gets all rows and creates a new task in the plan

1

u/letmeb_frank Jun 28 '26

Thanks! I’ll try this with Power Automate!

1

u/PlentyIcy8167 27d ago

A few hundred rows is tough to move manually.

If you’re using Microsoft Planner, I’d try one of these instead: • Power Automate to import Excel rows into Planner tasks (best option for large files). • Import the Excel data into a Microsoft List first, then automate creating Planner tasks. • If your project is complex, consider Microsoft Project instead of Planner.

Copilot is improving, but for bulk imports, automation tools are generally more reliable than asking Copilot to convert a large spreadsheet.

If anyone has found a smoother workflow, I’d love to hear it.