Copilot for Executive Tasks is a practical, hands-on scenario that helps executive support professionals turn meeting outcomes into trackable work. You will 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 you 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 supporting a leadership team who needs a consistent, low-friction way to track actions coming out of meetings.
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.
- Time saved: 1h+ per week (if weekly meetings)
- Other benefits: saved energy, remain present in meetings, structured follow up of the team’s action items over time