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Planner in chats & meetings

Teams-like flow: bind a plan to the room, turn messages into tasks, and track the agenda in the meeting.

Prerequisites​

  • A connected task provider (Liman Cloud Planner and/or Microsoft Planner) under Settings → Provider accounts → Tasks
  • For room todos and the channel agent bot: a Liman plan created for this chat (container set at create)
  • For Microsoft plans: Microsoft sign-in and membership in the plan’s Microsoft 365 group
  • For the meeting agenda: the meeting’s Matrix room (chat/channel)

Access (like Microsoft Planner)​

Access comes from the container, not from a Planner-specific admin role.

PlanWho can edit
Liman plan on the chatEvery member of this chat — tasks, columns (buckets), and labels, like a Teams chat plan
Personal Liman planOnly you. You cannot move it into a chat later
Microsoft planOnly members of the plan’s Microsoft 365 group. Being in the Liman chat is not enough. If you are not signed in to Microsoft, sign in first

Non-members do not see the bound Liman plan. If the Microsoft plan is missing from your Planner, you see a message about the group.

1. Plan as a chat or channel tab​

  1. Open a chat or channel
  2. Tab bar → + / Add tab
  3. Choose Liman Planner
  4. Create a new Liman plan for this chat or pick a plan that already belongs to this chat (Liman) or to a group (Microsoft)
  5. Confirm → the tab shows that fixed plan (no “My plans” overview)

The tab stores plan ID and provider. A new Liman plan is for this room only (the channel assistant and meeting prep use the same plan). You cannot reattach an existing personal plan — create a new one instead.

See also: Add tab.

2. Save a message as a task​

  1. Message context menu → Save as task
  2. Choose plan and bucket (default: plan from the room’s Planner tab)
  3. Optionally Post a task card in this chat
  4. Save → task in Planner; optional deep-link card in chat

Works with Microsoft Planner and Liman Cloud Planner (depending on sign-in).

3. Prepare a meeting (AI Agent)​

In AI Agent (/assistant):

  1. Name or focus the room/channel
  2. Ask e.g. “Prepare an agenda for this channel”
  3. The assistant uses chat, files, calendar, and open tasks only from the room-bound plan
  4. After confirmation, the agenda can be written to the room’s collab agenda block

Channel bot (@mention)​

In the channel with @Bot or /agent:

  • Prepare agenda → numbered agenda in chat (todos + optional recent meeting minutes)
  • After the meeting: promote action items as channel todos (confirm with yes)
  • Writing the collab agenda remains in the app (/assistant)

4. Agenda during the meeting (Facilitator-lite)​

In the meeting side drawer:

TabPurpose
AgendaEdit the agenda and track the current item
NotesShared meeting notes
TranscriptLive transcript
  • The current agenda item is highlighted from live captions / transcript history (keyword match).
  • Done / Next marks the current item; optional checkboxes per row.
  • An agenda prepared in step 3 appears here when written for the same room.

Not included: on-stage timer, fully automatic AI notes like Microsoft Facilitator.

Typical flow​

Planner tab on channel → tasks in the plan
        ↓
AI Agent: prepare agenda → collab agenda
        ↓
Meeting: drawer “Agenda” to track items
        ↓
After the call: action items → channel todos (bot or assistant)