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Ask Planner AI to draft new Planner items or to change existing ones. It shows a proposal card first, and nothing is saved until you click Apply. This guide is for MSP staff. For read-only questions, see Ask Planner AI about planned work.

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Before you start

  • You need Manage Planner, and AI must be turned on for your MSP.
  • Pick the company in the company selector first, or name the company in your message. Use company names, not IDs. If a name is ambiguous, the assistant asks which one you mean.
  • Use the item editor for attachments, linked records, detailed cost rows and fractional hours. The AI proposal covers the main fields only.

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Draft one new item

1

Open Planner AI

On any Planner page, click the floating Planner AI button on the right edge.
2

Start the request

Under Try one of these, choose Draft a new item to fill the message box, or type your own. A starter does not send until you press Enter.
Planner AI Draft a new item shortcut.

This starter fills the message box. Review the request before you send it.

3

Describe the item

Give the company, a clear title, description, due date, status, business value, estimated hours, cost and recurrence. Say whether company users should see it. Use whole hours, because the proposal does not accept fractions.For example: “Draft a backup review for Acme Corporation, due 15 October, with Low business value, two hours, no cost and hidden from clients. Leave it Not Started for review.”
4

Send the message

Press Enter. Shift+Enter starts a new line.

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Review the proposal card

The assistant’s reply and the proposal card are separate. A reply that says it drafted an item does not mean the item exists.
1

Find the card

Look under Pending proposals: review and Apply to commit, above the message box. A new item shows as Create.
2

Check each field

The card lists Title, Company, Type, Status, Business value, Cost, Cost type, Hours, Probability, dates, Description, notes and Client visible. A Yes under Client visible means company users can see the item. Scroll the card if it is long.
3

Fix problems before you apply

Ask the assistant for a corrected draft, or open Edit values (advanced) to edit the proposal’s JSON yourself. A mistake in the JSON shows “Edited JSON is not valid” and blocks Apply. Asking for a corrected draft is usually easier.
4

Click Apply or Discard

Apply saves the item now. Discard removes the card and saves nothing.
5

Confirm the saved item

After “Planner item created.”, open Planner Menu > List View, find the item and reopen it.
Ask the assistant to include important values, especially the company, client visibility and the cost’s recurrence. If a field is missing from the card, the assistant may not have used the value you meant. Applying a card is the save. There is no second Save in the chat. The card leaves Pending proposals after it applies, but the earlier reply can still say “drafted”. If the result is unclear, search List View for the title before you ask again, because repeating a create request can make a second item. Closing the assistant or clearing the conversation does not undo an applied change.

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Add several items at once

1

Pick the starter or paste a list

Choose Bulk add items, or type a list with a company for each item.
2

Review the Bulk create card

The card lists each item with a checkbox. Click Select all or Deselect all, or untick the rows you do not want. The card shows how many are selected.
3

Click Create

Click Create N items. A card can hold up to 50 items. If some fail, a message says how many were created and how many failed, and the card shows the details.
If you ask for a change to a pending batch, the new card replaces the old one. If you create items that were already created earlier in the same conversation, the card warns that applying again makes duplicates.

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Change an existing item

1

Ask for the change

Choose Move items between columns or Push due dates, or describe the change. Include the company when item titles are similar.
2

Review the Update card

An Update card shows each changed field as the old value, an arrow and the new value.
3

Click Apply

The item changes when you click Apply. You see “Planner item updated.”
An update proposal can change status, due date, company, notes, costs, hours, business value, the archive flag and client visibility.

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Finish the item in Planner

After creating an item, use Create and edit Planner items to review visibility and add more fields. Use Plan costs and hours for detailed costs, Link supporting records for relationships and Read and manage Planner files for attachments. Creating a Planner item does not create a PSA opportunity, support ticket or project.

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Troubleshooting

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Frequently asked questions

MSP staff with Manage Planner, when AI is turned on.
No. Click Apply on the card. Then confirm the item in List View.
No. Edit values (advanced) is optional. You can ask for a corrected draft instead.
No. Use whole hours in AI proposals. Use the item editor for fractions.
No. It removes an unapplied card only. To delete an item, see Archive, restore or delete Planner items.
No. An applied change is already saved.
No. Search List View for the title first. Repeating can make a duplicate.
The earlier reply is not rewritten. Trust the saved item in List View.
No. Those are separate.