How to Track Tasks with Microsoft Copilot

Managing tasks across email, chats, and meetings can feel overwhelming, but Microsoft 365 Copilot makes it effortless. In this video, I'll show you how to streamline your task management workflow using Copilot across apps like Outlook, Teams, Microsoft To Do, Loop, and even Word.

We'll start by extracting action items from emails in Outlook, automatically adding tasks to Microsoft To Do, and organizing everything into a trackable table. Next, we'll use Copilot to pull key tasks from chats and meetings in Microsoft Teams, ensuring nothing slips through the cracks. Finally, we'll explore how Copilot can generate new project plans and organize them in dynamic tables with Loop for seamless collaboration.

If you're looking to improve your task management or see how AI can make your life easier, this tutorial has you covered. Stay productive and in control with these Copilot tips.

Host: Kevin Stratvert
Sponsor: Microsoft

📚 RESOURCES

⌚ TIMESTAMPS
00:00 - Introduction
00:20 - Extract Action Items from Outlook Emails
02:04 - Use Microsoft To Do for Flagged Emails
03:12 - Create a Task Table with Copilot in Outlook
03:57 - Extract Action Items from Teams Chats
04:50 - Summarize Tasks in a Meeting with Copilot
06:24 - Review Meeting Recaps and Transcripts with Copilot
07:03 - Generate Project Plans in Microsoft Word
08:40 - Collaborate on Tasks with Microsoft Loop
09:45 - Share Dynamic Loop Components via Email
11:19 - Wrap Up

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#stratvert #microsoftcopilot

[piggybankaccountant]

I love how deep you go with every tips. I teach Copilot essentials tasks, but none of them are part of what I teach! Good job, and I love the part about the action items in microsoft teams.

[b.t.]

Great info. I'm encouraged to start using for work. Thanks Kevin

[Cybersecurityroad]

I’ve never witnessed such awesome editing as this one.

[Melissalove]

A great video as always but lately I have problems with my Windows and I don't know what to do

[Bhaskar_Joshi_there]

Learning all this is great! but the problem is IT has not activated this in my organization yet. I don't think so soon they're going to do this.

[AsyPbn]

Hi Kevin bpo job completely automated in future with AI?

[mar]

How to open a cookie company step by step video please

[Roeenjann]

Hi, how to link Copilot with Outlook using Windows 10 and Microsoft 365?

[stevendiamond]

My Copilot says it can't read email messages. What gives?

[DerekRhoads]

Do you want Microsoft reading anything on your computer?

[davebrake]

I have Microsoft 365 Personal with CoPilot, but it is not showing the CoPilot button within the Outlook or Word apps. Should it be included, or is that a separate add on service for the apps?