OneNote - Create a Task List or Plan with Copilot Tutorial

Learn how to use Copilot to create a task list or plan. With Copilot, you can easily structure your plans and stay organized. Find out how to generate detailed summaries and make your planning process more efficient!

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I am planning a visit to my client,
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Bull's Eyes, located in
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Chamonix in a OneNote section.
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I have drafted a text summarizing
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what is planned for this visit,
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as well as a summary page
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of our offers and pricing.
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I will use Microsoft Copilot to
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structure all of this into a plan.
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I begin by creating a new page
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that will host my future plan.
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Once created, I ask Microsoft Copilot to
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generate a detailed schedule for my day,
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including the timeline, specifics,
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and ideas to advocate for.
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Copilot then uses the information found
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in my section and proposes a plan.
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If it suits me, I can copy the
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result and paste it into my page.
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Obviously, if it wasn't suitable,
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I could have requested a rephrasing.
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Suggestions of prompts based on the
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content of my OneNote section are offered.
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I select the one related to the
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objective of my visit and copy paste
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it into a text box on my page to
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help summarize my offer.
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I would like a plan that highlights
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the benefits related to our offer.
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The overall section is analyzed,
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a list is generated as output.
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Of course,
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I could always delve deeper using
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the suggested prompts.
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Now I want to prepare for my trip,
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so I create a page to store the
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items to take with me.
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I can enter the prompt or use the
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suggestions at the top of the Copilot pane.
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A to do list with ideas
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related to accommodation,
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what I need to take or health
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regulations is suggested.
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I copy and paste,
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which will be a good starting point.
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Being from the north,
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I won't arrive empty handed.
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Will I copilot?
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Do you have any ideas?
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Copilot for OneNote is a starting
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point for organizing and drawing
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inspiration from your content
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or starting from a blank page.

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