Integrating Microsoft To Do with Copilot via the Microsoft 365 app allows you to instantly turn documents, briefs, or meeting notes into actionable tasks without manual typing.
- On your Microsoft 365 main dashboard, click on Search in the left-hand navigation pane to locate your recent documents.
- Find the file you want to transform into a task in the Quick access section.
- Hover over the filename and click the More actions (...) button.
- Select Add to from the menu and then choose To Do.
