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 - Microsoft Copilot on the web: https://copilot.microsoft.com - Copilot Lab by Microsoft: https://aka.ms/KS5_Lab - Copilot for Microsoft 365 Training: https://aka.ms/KS5_Training ⌚ 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 📺 RELATED VIDEOS - Playlist with all my videos on Microsoft Copilot: https://www.youtube.com/playlist?list=PLlKpQrBME6xJ4Begw9PA0YbaUe3Nae445 📩 NEWSLETTER - Get the latest high-quality tutorial and tips and tricks videos emailed to your inbox each week: https://kevinstratvert.com/newsletter/ 🔽 CONNECT WITH ME - Official website: http://www.kevinstratvert.com - LinkedIn: https://www.linkedin.com/in/kevinstratvert/ - Discord: https://bit.ly/KevinStratvertDiscord - Twitter: https://twitter.com/kevstrat - Facebook: https://www.facebook.com/Kevin-Stratvert-101912218227818 - TikTok: https://www.tiktok.com/@kevinstratvert - Instagram: https://www.instagram.com/kevinstratvert/ 🎁 TOOLS AND DISCOUNTS ✅ 🎙️ Voicemod AI Voice Changer | 5% off | https://link.xsolla.com/KZBi89AY ✅ 📺 Descript AI Video Editor | https://get.descript.com/sf22jb63w2tx ✅ 💵 QuickBooks Online: https://bit.ly/intuitquickbooksonline ✅ 🌐 Squarespace Websites | https://squarespace.syuh.net/XYaqYM ✅ 🔍 Grammarly | https://grammarly.go2cloud.org/SH3nL ✅ 📹 CapCut Video Editor | https://bit.ly/installcapcut ✅ 🛍️ Shopify | https://shopify.pxf.io/XY9rPa ✅ 📋 Notion | https://affiliate.notion.so/rffva4tr71ax ✅ 🤖 ElevenLabs Text-to-Speech | https://try.elevenlabs.io/taqepq60mptr 🎒 MY COURSES - Go from Excel novice to data analysis ninja in just 2 hours: https://kevinstratvert.thinkific.com/ 🙏 REQUEST VIDEOS https://forms.gle/BDrTNUoxheEoMLGt5 🔔 SUBSCRIBE ON YOUTUBE https://www.youtube.com/user/kevlers?sub_confirmation=1 🙌 SUPPORT THE CHANNEL - Hit the THANKS button in any video! - Amazon affiliate link: https://amzn.to/3kCP2yz ⚖ DISCLOSURE Some links are affiliate links. Purchasing through these links gives me a small commission to support videos on this channel. The price to you is the same. #stratvert #microsoftcopilot