Copilot for Executive Tasks is a practical, hands-on scenario that helps executive support professionals turn meeting outcomes into trackable work. Participants learn how to capture follow-ups from meeting recap notes, move them into a shared Planner plan, and run a simple cadence for reviewing progress, nudging owners on overdue items, and presenting a clear status view to an executive or leadership team.
What participants will learn
- How to set up (or reuse) a team-based Planner plan as a stable place to track executive follow-ups.
- How to move follow-up tasks from a meeting recap into the long-term team plan, including assigning owners and due dates for accountability.
- How to quickly review task health using Board, Grid, and Charts views, plus filters (for example, late/overdue and priority) to focus on what needs attention.
- How to close the loop on overdue work by sending short, actionable reminders that include the task link (and when to consider automation for recurring nudges).
- How to present a clear task status review using Planner Charts and drill into details to support fast decisions in leadership meetings.
How the challenge works
- Create your team plan: Start by creating (or selecting) a Planner plan connected to the right Microsoft Teams team/group, so follow-up work lives in one shared place.
- Capture and transfer meeting follow-ups: From a meeting recap, locate the follow-up tasks list and move selected tasks into the long-term plan (one by one). Assign owners and due dates so tasks surface in people’s daily workflow.
- Run a quick status check: Review the plan using Board, Grid, and Charts views. Use filters (for example, Due date: Late) to isolate risks and quickly see what’s not started, late, or completed.
- Send reminders to unblock progress: For late tasks, copy the task link and send a brief reminder to the assignee (optionally drafting the wording with Copilot). If reminders become frequent, explore a scheduled Power Automate flow.
- Present a status review: Use Charts as a dashboard to guide a short discussion with your executive/team. Highlight exceptions (late, on hold, high priority) and drill into task details to agree next actions.
Who it’s for
This scenario is designed for executive assistants, executive business partners, chiefs of staff, and anyone supporting a leadership team who needs a consistent, low-friction way to track actions coming out of meetings. It’s also useful for team coordinators who manage shared plans and want a repeatable rhythm for status checks and follow-ups.
Outcome
- A shared Planner plan that centralises follow-ups from meetings, with clear owners and due dates.
- A repeatable process for spotting what’s late, blocked, or not started—without manual spreadsheet chasing.
- Faster, clearer communication with task owners through short reminders that link directly to the work.
- A meeting-ready status review format (using Planner Charts) that helps leaders make quick decisions and keep commitments on track.