Copilot · Community sample

My Planner Projects Agent

An SPFx 1.24 Copilot declarative agent that reads the current user's Microsoft Planner projects and prepares new projects for explicit creation.

Copilot componentReactSPFx 1.24.0-beta.3
My Planner Projects Agent gallery preview showing Planner project discovery interface in Microsoft Copilot.

The idea behind the sample

My Planner Projects Agent is a Microsoft Copilot declarative agent built with SharePoint Framework 1.24 that helps users discover and manage their Microsoft Planner projects through natural language interactions.

The agent lists accessible Planner projects in an interactive DetailsList when multiple projects match a query, shows a focused summary card when a single project matches, and highlights projects with incomplete tasks that are overdue or due within seven days. It supports filtering by creation date, task activity, and due-date periods, and can find recently active, newly created, or next-due projects with optional result limits.

Beyond project discovery, the agent prepares new projects for explicit creation using natural-language requests. It supports creating blank Basic plans or editable templates including Simple Plan, Project Management, Software Development, Business Plan, and Employee Onboarding. The agent creates the selected plan, buckets, scheduled tasks, and optional self-assignments only after an explicit button click, reporting partial creation progress and continuing remaining setup without duplicating blueprint buckets or tasks.

Make it your own

Start with the author's setup instructions, explore the implementation, and adapt the pattern to your environment. Sample code stays in its original repository, together with its requirements, license and contribution history.

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