How to Integrate Tasks from Teams Copilot to To-Do List

Microsoft Teams Copilot makes it easy to track action items from meetings and discussions. By integrating these tasks with Microsoft To Do, you can streamline your workflow and stay on top of your responsibilities. This blog will guide you through the process of syncing Copilot tasks with your To Do list.

Why Integrate Copilot Tasks with Microsoft To Do?

• Centralized Task Management – Keep all tasks in one place.
• Automatic Tracking – No need to manually note down action items.
• Seamless Collaboration – Share tasks with team members.
• Better Productivity – Prioritize and organize work efficiently.

Step 1: Capturing Tasks in Teams Copilot

1. During a meeting, Copilot automatically detects action items.
2. You can review the generated tasks in the meeting summary.
3. Confirm or edit tasks before sending them to your To Do list.

Step 2: Syncing Tasks with Microsoft To Do

1. Open Microsoft Teams and navigate to the Copilot-generated tasks.
2. Click on an action item and select “Add to Microsoft To Do”.
3. The task will now appear in your To Do list under the Assigned to You section.
4. You can also categorize tasks into different lists for better organization.

Step 3: Managing Tasks in Microsoft To Do

• Set Due Dates & Reminders – Ensure you complete tasks on time.
• Add Notes & Subtasks – Break down complex tasks into smaller steps.
• Mark as Complete – Track progress as you complete each task.
• Sync with Planner – If you’re using Microsoft Planner, tasks can be linked for team-wide visibility.

Step 4: Automating the Process

For a seamless workflow, set up an automation rule:

• Use Power Automate to automatically send Copilot-generated tasks to Microsoft To Do.
• Create a flow where new tasks from Teams are added to your To Do list.