Copilot (licence) - Develop and share a clear project follow-up with Copilot Tutorial

Unlock the secrets of seamless project management in 'Develop and Share a Clear Project Follow-Up with Copilot.' Discover how to utilize Microsoft Planner and AI tools like Copilot to craft concise progress reports and updates. This intermediate guide is packed with strategies to enhance your communication and efficiency. Don't miss out on boosting your project success!

02:18
233 views

Available in AI - Artificial Intelligence

00:00:06

my role is to ensure regular,

00:00:08

concise and effective follow up with my client

00:00:11

regarding the organization of a digital fair.

00:00:13

This follow up is based on a structured plan in Microsoft Planner,

00:00:17

a planning tool that provides a clear and visual framework for project management.

00:00:22

In this process,

00:00:23

I use Planner,

00:00:24

OneNote,

00:00:24

and co-pilot chat to produce an optimized summary to be shared via Teams or email.

00:00:30

I begin by asking co-pilot for a project

00:00:32

progress update based on the existing planning planner.

00:00:35

Co-pilot immediately generates a summary including general context,

00:00:39

objectives,

00:00:40

key steps,

00:00:41

upcoming actions,

00:00:43

risks,

00:00:43

and available resources.

00:00:45

I use this content as a foundation for building my progress report.

00:00:49

To centralize the information,

00:00:51

I copy and paste the content generated by co-pilot into a one-note notebook.

00:00:56

Next,

00:00:56

I ask my AI assistant

00:00:58

to identify the priority tasks to be completed by the end of December.

00:01:02

Again,

00:01:02

co-pilot helps me synthesize the data.

00:01:05

I repeat the same steps for overdue and

00:01:07

completed tasks to ensure a comprehensive follow-up.

00:01:10

Before moving on,

00:01:11

I also ask co-pilot to list the next steps in bullet point format.

00:01:15

I collect all this content in one note.

00:01:17

For now,

00:01:18

the responses are simply pasted in,

00:01:20

so I'll need to create a clean and usable summary.

00:01:23

By right clicking on the page,

00:01:24

I can request a rewrite of the content

00:01:27

generating a synthesized paragraph for my notes.

00:01:31

Next,

00:01:31

I switched to co-pilot chat.

00:01:33

I paste the summary paragraph and then clearly

00:01:36

specify the desired structure for two versions.

00:01:40

One to be posted on Teams and another for an email.

00:01:44

I include details such as the expected tone,

00:01:47

professional,

00:01:48

key points to highlight,

00:01:49

and formatting preferences.

00:01:51

Thanks to the clarity of my request,

00:01:53

co-pilot provides a highly relevant draft right away.

00:01:57

After a quick review,

00:01:58

I'm able to post the update in Teams as an announcement in the Project Teams channel,

00:02:02

for example,

00:02:03

or copy the concise version to send via Outlook.

00:02:07

Although this method involves several manual steps,

00:02:10

it allows me to produce a clear and professional project update in minimal time

00:02:14

with high added value.

Mandarine AI: WHAT YOU SHOULD KNOW

RELATED COURSES This tutorial is part of the following courses

268 Views

IA Academy: Project Leaders: The Guardians of Success with Microsoft Copilot 365

Master the art of leading your projects with Copilot, a guided journey to build effective action plans, deliver precise progress tracking, a...

ALL COURSES