Work Smarter: Copilot Productivity Tips for Planning Events

September tends to bring many people back to work, marking the end of summer (or winter if you’re in the Southern Hemisphere). The faint smell of spiced coffee in the air here also reminds us that we’re quickly approaching the holiday season, a crucial time for businesses to launch offers and events to entice customers and generate sales.

So September is the perfect time to make plans, and a strong work schedule can be very helpful in focusing your time and activities as effectively as possible. The days are already full and there is no time to waste.

Today we’ll learn how to do that. Pilot of the Loop At any given moment, project management helps you and your team stay organized and on track.

Tip 1: Create a good prompt

Prompting should be like having a conversation, using simple, clear language and providing context, just as you would with an assistant. But be clear about what you are trying to accomplish. For simplicity, think of prompting as having four main elements.

Image analyzing the four main components of a prompt: goal, context, source, and expectation.

neckThis key ingredientApplying this to every prompt you give Copilot will help Copilot provide much better responses.. To learn more about prompting: Basicscheck this out.

Tip 2: Create a work schedule Using Copilot in a loop

If you are not familiar with it, microsoft loop A fantastic tool included with Microsoft 365 Business Standard and above that takes collaboration to the next level by simplifying content sharing and co-creation.

To get started, create a new Loop page and open Copilot by selecting the “Set up page with Copilot” button at the bottom.

Image of the Copilot window in Loop

In this example, we’ll type the following into the prompt:

“I want to host a large in-person marketing event to launch a holiday sale for a new line of products on December 20th. Please create a work-back calendar to track the tasks I need to do to prepare for the event. Put this in a table with sections and columns for tasks, who is responsible, what’s happening, and next steps.”

In just seconds, you can start planning your event perfectly, fine-tune it to fit your specific activities, and stay organized and focused on the tasks that will help you achieve your goals.

Image of a task schedule generated by Copilot. Briefly outlines the tasks to be completed at timeline milestones prior to an event.

Tip 3: Share your plans and collaborate easily

I can invite collaboration in a number of ways. If you select Share in the top right, you can choose to share this page as a Loop component.

Image of the sharing menu in Microsoft Loop. Shows sharing of Loop components.

Then you can paste it. element Switch to email or Teams chat To other people SeamLess Edit and collaborate without Need before entering tThis is the loop page itself.

Image of Loop component pasted into email draft

These tips can be applied to anything you plan or collaborate on, whether it’s a marketing event, a holiday party, or a business trip to meet with a client.

If there are any other ways this might help you, please let me know!