Microsoft 365 Community Conference

Session: Planner, Agents and AI: Tips & Tricks for Modern Task Management

Day to day work management often breaks down in the small moments: remembering what you promised to do, staying on top of personal commitments while contributing to team deliverables, and finding the “latest truth” without digging through threads, tabs, and messages. In this fast paced lightning talk, you’ll pick up simple and practical tips for using Microsoft 365 Copilot to stay organized and confident—while keeping work manageable.

The focus skews toward individual productivity (your tasks, your priorities, your daily flow), while staying highly relevant to anyone who contributes to shared work or supports projects. You’ll learn quick ways to get oriented, take action, and communicate progress—especially when you’re switching between personal to dos and team deliverables.

With task management capabilities in Microsoft 365 Copilot, you can:
• Ask conversational questions to quickly understand what’s most important right now.
• Capture new tasks or refine existing ones using plain language while you’re in the flow of work.
• Get quick summaries so you can re engage with a plan, thread, or set of work items faster.
• Create clearer, more consistent updates when you need to share progress with others.
• Stay focused across multiple responsibilities by simplifying how you review and prioritize your workload.

You’ll leave this session with a set of strategies you can apply immediately—whether you’re just getting started with AI or looking for intelligent ways to reduce time spent tracking work and increase time spent actually completing it.