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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Objectifs :

This document aims to provide a comprehensive overview of how to effectively utilize Microsoft Copilot in OneNote for planning a client visit, including creating schedules, summarizing offers, and preparing for travel.

Chapitres :

  1. Introduction
    In this guide, we will explore how to leverage Microsoft Copilot in OneNote to streamline the planning process for a client visit. The focus will be on organizing information, generating schedules, and preparing necessary items for the trip.
  2. Creating a New Page for Planning
    To begin, create a new page in OneNote dedicated to your client visit. This page will serve as the central hub for all related information. Once the page is created, utilize Microsoft Copilot to generate a detailed schedule for your day. This schedule should include: - Timeline of events - Specific activities planned - Ideas to advocate for your offerings Copilot will analyze the information in your section and propose a structured plan. If the proposed plan meets your needs, you can easily copy and paste it into your OneNote page.
  3. Summarizing Offers and Pricing
    In addition to scheduling, it is essential to summarize your offers and pricing effectively. Copilot provides suggestions based on the content of your OneNote section. Select a prompt that aligns with the objective of your visit and paste it into a text box on your page. This summary should highlight the benefits of your offerings, making it clear and compelling for your client.
  4. Preparing for the Trip
    Preparation is key for a successful client visit. Create a separate page in OneNote to store a list of items to take with you. You can either enter prompts manually or use suggestions from the Copilot pane. Consider including: - Accommodation details - Items needed for the trip - Health regulations to be aware of Copilot will generate a to-do list based on your inputs, providing a solid starting point for your preparations.
  5. Utilizing Copilot for Inspiration
    As you plan your visit, remember that Copilot for OneNote is a valuable tool for organizing your thoughts and drawing inspiration from your existing content. Whether you start from a blank page or build upon your previous notes, Copilot can enhance your planning process.
  6. Conclusion
    In summary, Microsoft Copilot in OneNote is an effective resource for planning client visits. By creating structured pages, summarizing offers, and preparing for travel, you can ensure a productive and successful meeting. Embrace the capabilities of Copilot to streamline your planning and enhance your client interactions.

FAQ :

What is Microsoft Copilot and how does it work?

Microsoft Copilot is an AI tool that helps users create and organize content within Microsoft applications. It analyzes existing information and provides suggestions for structuring documents, generating schedules, and enhancing productivity.

How can I use OneNote for planning a business trip?

You can use OneNote to draft your itinerary, summarize offers, create to-do lists for packing, and store important information related to your trip, such as accommodation details and health regulations.

What are the benefits of using a to-do list?

A to-do list helps you stay organized, prioritize tasks, and ensure that you don't forget important items or responsibilities, making it easier to manage your time effectively.

How can I prepare for a client visit using Microsoft Copilot?

You can prepare by creating a new page in OneNote, using Copilot to generate a detailed schedule, summarizing your offers, and creating a packing list based on suggested prompts.

What should I include in my packing list for a business trip?

Your packing list should include essentials like clothing, toiletries, business materials, and any specific items related to your meetings or accommodations.

Quelques cas d'usages :

Client Visit Planning

Using Microsoft Copilot in OneNote to organize a client visit by drafting a detailed schedule, summarizing offers, and preparing a packing list to ensure a successful meeting.

Travel Preparation

Creating a comprehensive to-do list in OneNote with the help of Copilot to manage travel logistics, including accommodation arrangements and health regulations, ensuring a smooth trip.

Content Organization

Leveraging Microsoft Copilot to structure and organize notes and ideas in OneNote, making it easier to access and present information during client meetings.

Efficiency in Task Management

Utilizing a to-do list generated by Copilot to enhance productivity by keeping track of tasks and responsibilities related to business travel and client interactions.

Glossaire :

Microsoft Copilot

An AI-powered tool integrated into Microsoft applications that assists users in generating content, organizing information, and enhancing productivity by providing suggestions and automating tasks.

OneNote

A digital note-taking application from Microsoft that allows users to create, organize, and share notes, drawings, and other content in a flexible and collaborative environment.

To-do list

A list of tasks or items that need to be completed or addressed, often used for personal organization and time management.

Accommodation

A place where someone can stay, such as a hotel or rental property, especially when traveling.

Health regulations

Rules and guidelines established to ensure public health and safety, particularly relevant during travel to prevent the spread of diseases.

résultat(s)
00:00:02
I am planning a visit to my client,
00:00:05
Bull's Eyes, located in
00:00:06
Chamonix in a OneNote section.
00:00:07
I have drafted a text summarizing
00:00:09
what is planned for this visit,
00:00:11
as well as a summary page
00:00:13
of our offers and pricing.
00:00:15
I will use Microsoft Copilot to
00:00:17
structure all of this into a plan.
00:00:19
I begin by creating a new page
00:00:21
that will host my future plan.
00:00:23
Once created, I ask Microsoft Copilot to
00:00:26
generate a detailed schedule for my day,
00:00:28
including the timeline, specifics,
00:00:29
and ideas to advocate for.
00:00:32
Copilot then uses the information found
00:00:34
in my section and proposes a plan.
00:00:36
If it suits me, I can copy the
00:00:39
result and paste it into my page.
00:00:41
Obviously, if it wasn't suitable,
00:00:43
I could have requested a rephrasing.
00:00:45
Suggestions of prompts based on the
00:00:48
content of my OneNote section are offered.
00:00:51
I select the one related to the
00:00:53
objective of my visit and copy paste
00:00:55
it into a text box on my page to
00:00:58
help summarize my offer.
00:00:59
I would like a plan that highlights
00:01:01
the benefits related to our offer.
00:01:03
The overall section is analyzed,
00:01:04
a list is generated as output.
00:01:06
Of course,
00:01:06
I could always delve deeper using
00:01:08
the suggested prompts.
00:01:09
Now I want to prepare for my trip,
00:01:12
so I create a page to store the
00:01:14
items to take with me.
00:01:15
I can enter the prompt or use the
00:01:18
suggestions at the top of the Copilot pane.
00:01:21
A to do list with ideas
00:01:23
related to accommodation,
00:01:23
what I need to take or health
00:01:25
regulations is suggested.
00:01:29
I copy and paste,
00:01:31
which will be a good starting point.
00:01:33
Being from the north,
00:01:34
I won't arrive empty handed.
00:01:36
Will I copilot?
00:01:37
Do you have any ideas?
00:01:39
Copilot for OneNote is a starting
00:01:41
point for organizing and drawing
00:01:42
inspiration from your content
00:01:44
or starting from a blank page.

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résultat(s)
00:00:02
Estou a planear uma visita ao meu cliente,
00:00:05
Olhos de boi, localizado em
00:00:06
Chamonix numa secção do OneNote.
00:00:07
Elaborei um texto resumindo
00:00:09
o que está previsto para esta visita,
00:00:11
bem como uma página de resumo
00:00:13
das nossas ofertas e preços.
00:00:15
Vou usar o Microsoft Copilot para
00:00:17
estruturar tudo isto num plano.
00:00:19
Começo por criar uma nova página
00:00:21
que acolherá o meu plano futuro.
00:00:23
Uma vez criado, peço ao Microsoft Copilot para
00:00:26
gerar uma programação detalhada para o meu dia,
00:00:28
incluindo a linha do tempo, as especificidades,
00:00:29
e ideias a defender.
00:00:32
O Copilot utiliza depois a informação encontrada
00:00:34
na minha secção e propõe um plano.
00:00:36
Se me convém, posso copiar o
00:00:39
resultado e cole-o na minha página.
00:00:41
Obviamente, se não fosse adequado,
00:00:43
Podia ter pedido uma reformulação.
00:00:45
Sugestões de prompts com base no
00:00:48
são disponibilizados conteúdos da minha secção do OneNote.
00:00:51
Seleciono o relacionado com o
00:00:53
objetivo da minha visita e copiar e colar
00:00:55
para uma caixa de texto na minha página para
00:00:58
ajude-me a resumir a minha oferta.
00:00:59
Gostaria de um plano que destacasse
00:01:01
os benefícios relacionados com a nossa oferta.
00:01:03
A secção global é analisada,
00:01:04
uma lista é gerada como saída.
00:01:06
Claro,
00:01:06
Eu poderia sempre me aprofundar usando
00:01:08
os avisos sugeridos.
00:01:09
Agora quero preparar-me para a minha viagem,
00:01:12
por isso crio uma página para armazenar o
00:01:14
artigos para levar comigo.
00:01:15
Posso entrar no prompt ou usar o
00:01:18
sugestões na parte superior do painel Copilot.
00:01:21
Uma lista de coisas a fazer com ideias
00:01:23
relacionados com alojamento,
00:01:23
o que preciso tomar ou saúde
00:01:25
Sugerem-se regulamentos.
00:01:29
Copio e colo,
00:01:31
que será um bom ponto de partida.
00:01:33
Sendo de norte,
00:01:34
Não vou chegar de mãos vazias.
00:01:36
Vou copilotar?
00:01:37
Tem alguma ideia?
00:01:39
O Copilot para o OneNote é um ponto de partida
00:01:41
ponto de organização e desenho
00:01:42
inspiração do seu conteúdo
00:01:44
ou a partir de uma página em branco.

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