Lab 9 · Module 2 · Communicate and Organize

OneNote: Task List from Notes

12 minSlide 36 2-question quiz

Overview

What we are doing

The situation: Jordan Ekwueme's rough project notes from the week need to become a task list the team can use on Monday.
Your role: You are on the project team, and you keep the task list.
Your task: Use Copilot to build the task list without adding anything that is not in the notes.
Files you need: File 09 (09_Project_Notes.docx).
Done when: You have a table with columns for task, owner, due date, priority, and source note. It says “not stated” wherever the notes do not give the information.
Why it matters: An invented owner or due date sends someone chasing work nobody assigned. Not stated is the honest answer when the notes do not say.

Check before you finish

Does every task with no owner in the notes say “not stated”?

How to do it: the basic steps

4 steps, one screen each. Select the ? on a card for why the step is needed and what each entry does.

1
Give OneNote the practice notes (Put the notes on a OneNote page)
Why: Copilot in OneNote reads the page you are on, so the notes must live on a page you own.
1. Download 09_Project_Notes.docx
2. OneNote
3. New page
4. Paste
Download 09_Project_Notes.docx from the Files step and open it. In OneNote (desktop or web) create a new page in any notebook, paste the whole text, and give the page a title.
2
Turn notes into tasks without guessing (Run the task-list prompt)
Why: The prompt asks for a task table and says to write not stated for any missing owner, date or priority.
1. Home
2. Copilot
3. Copy prompt
4. Send
On the Home tab select Copilot to open the pane. Select Show the prompts below, copy the Task list prompt, paste, Send. No Copilot in your OneNote? Path B: the same prompt in Copilot Chat with the file 09 text.
3
Find the note behind each task (Trace three tasks)
Why: A task that cannot be traced to a note was invented. Three traces show whether the table is trustworthy.
1. Pick three tasks
2. Find the note
3. Compare wording
For three tasks in the table, find the note on the page it came from. Does the note really say that, with that owner and date?
4
Decide what can go on a real list (Check and record)
Why: Only tasks with a traceable note and an honest not stated go forward.
1. Every missing owner says not stated?
2. Five Checks
Does every missing owner, date or priority say not stated? Run the Five Checks: Source, Verification, Context, Resilience, Authorized Owner. Then mark the lab steps done.

= why the step is needed and what each entry does. Like this = something you select or click. Like this = something you type or paste.

Microsoft changes these screens often; a label on your screen may differ slightly. If a button is missing, your organization may not have turned the feature on: use the Path B steps.

Where to click

OneNote
your file 09 page
Home
Copilot

Watch where to click Illustration - not the actual Copilot screen

A simplified, labeled diagram of the clicks. It is not the actual Copilot screen. The step list below the player is the text version.

OneNote on the webIllustration - not the actual Copilot screen

FileHomeInsertDrawView

To Do tag✦ Copilot

09 Project Notes
- Wen - backlog report to drop duplicates, by Oct 12
- Saturday hours cost estimate ... who??
- FAQ still says 10 days - Beatriz offered 'probably'
- Draft triage decision tree
...

Task	Owner	Due	Priority	From note
Drop duplicates	Wen	Oct 12	High	Oct 6 follow-ups
Saturday cost estimate	not stated	not stated	-	Oct 6 follow-ups
Triage decision tree	not stated	not stated	-	Pilot prep

✦ Copilot (illustration)

Ask Copilot

➤

Press Play to watch where to click.

Speed

Do it: step by step

Check off each step as you go. Your progress saves in this browser.

Get the practice filesFiles already in your OneDrive (Step 0)? Pick them there when you attach; nothing to download. Otherwise: Path A: download file 09 (09_Project_Notes.docx) from the Files step. Create a new OneNote page and paste the file 09 text into it, because Copilot in OneNote works on the open page. Path B: nothing to download. The Files step has the notes as text.
Watch where to clickPlay the demo, then open your file 09 page in OneNote and select Home → Copilot.
Run the promptselect Copy prompt (it is also in the class chat), paste it into Copilot, and select Send.
Trace three tasksFor three tasks, find the note each one came from.
Check the resultDoes every missing owner say "not stated"?
Use the Five ChecksSource, Verification, Context, Resilience, Authorized Owner. Ask each one before you use the answer. The Toolkit page lists the five questions.
Pass the quizAnswer every quiz question correctly. This step checks itself off.

Prompts: weak vs strong

Follow the brackets. The detailed prompt is built from the four C.H.A.T. parts: [Context], [How come], [Assign task], and [Type of output]. Keep the labels when you paste it; Copilot reads them fine, and they help you check that each part is there.

Compare a vague prompt with a detailed, source-checkable prompt. The activity below separates the request from the Guardrails (limits you add, such as "cite the source" or "do not decide for a person") you need before use.

Task-list prompt

Make a to-do list from my notes.

[Context] I shared Jordan Ekwueme's rough project notes.
[How come] I need to turn them into a task list without adding anything that is not in the notes.
[Assign task] Create a task list from the project notes I shared.
[Type of output] A table with these columns: task, owner, due date, priority, and the note it came from. Write "not stated" instead of guessing any owner or date.

Why the detailed version works (letter by letter)

CContext I shared Jordan Ekwueme's rough project notes
HHow come I need to turn them into a task list without adding anything that is not in the notes
AAssign task Create a task list from the project notes I shared
TType of output with these columns: task, owner, due date, priority, and the note it came from
GGuardrail: keep it off-limits Write "not stated" instead of guessing any owner or date

Quiz

1. A task in the notes has no owner. What should the task list say?

The most likely person, based on the notesNot statedNothing; leave the task out of the listThe meeting chair, as the default owner

2. The notes say 'portal status - Sam?' What does that tell you?

Sam owns the portal status taskThe owner is not confirmed yetSam already finished the updateThe group decided that Sam leads it

Self-check only. Answers stay on your device.

Path B Text Pack and downloads

Download the practice files (Path A)

Path A (full access): these downloads are for you. Save them where Copilot can reach them (OneDrive for the Office app labs). Path B: nothing to download; the files are below as text, ready to paste. Path C: nothing to download; read the text below when you check sources.

Word09_Project_Notes.docx38 KB PDF09_Project_Notes.pdf49 KB

Path B (Chat only): short steps

Select Copy all files + prompts for this lab below, paste it into the chat, and select Send.
For three tasks, find the note in file 09 below that each one came from.

Task-list prompt (Path A & B)

[Context] I shared Jordan Ekwueme's rough project notes.
[How come] I need to turn them into a task list without adding anything that is not in the notes.
[Assign task] Create a task list from the project notes I shared.
[Type of output] A table with these columns: task, owner, due date, priority, and the note it came from. Write "not stated" instead of guessing any owner or date.

=== Lab 9: OneNote: Task List from Notes - Text Pack (FICTIONAL TRAINING FILES) ===

===== File 09 - Project Notes (OneNote page) =====
FICTIONAL TRAINING FILE - The City of Fernhollow, its staff, residents and data are invented for the CPS HR Microsoft 365 Copilot workshop. Do not use real work data.

09 PROJECT NOTES - SRIP (ONENOTE PAGE)
======================================
Page owner: Jordan Ekwueme · Last edited October 8, 2026 · Rough working notes


Oct 6 working group - follow-ups
--------------------------------
  - Wen - backlog report to drop duplicates, by Oct 12 (agreed in meeting)
  - Saturday hours cost estimate ... needed before any decision. who??
  - FAQ still says 10 days - must fix. Beatriz offered to draft text 'probably' - check w/ Sam re publishing
  - Priya - escalation reminder to staff by Fri Oct 9

Pilot prep
----------
  - Draft triage decision tree (categories + who reviews)
  - Ask IT if portal can show status 'Under Review' - Sam? (not asked yet)
  - Pick 2 units for pilot - Odessa suggested Streets + Parks, not decided
  - Design review target ~Oct 27 (Malcolm confirming)
  - Plain-language status letter template - high priority

Data
----
  - Aug data incomplete (migration) - footnote in every report
  - Two FCR definitions floating around - need one. Jordan to write options memo by Oct 16
  - Dashboard 'as of' date is the 25th - Sept numbers partial!

Random
------
  - Interpretation line usage up? ask someone
  - Order coffee for design review lol


===== PROMPT(S) =====
Task-list prompt (Path A & B):
[Context] I shared Jordan Ekwueme's rough project notes.
[How come] I need to turn them into a task list without adding anything that is not in the notes.
[Assign task] Create a task list from the project notes I shared.
[Type of output] A table with these columns: task, owner, due date, priority, and the note it came from. Write "not stated" instead of guessing any owner or date.

File 09 - Project Notes (OneNote page) (1,373 characters)

Download .txt

FICTIONAL TRAINING FILE - The City of Fernhollow, its staff, residents and data are invented for the CPS HR Microsoft 365 Copilot workshop. Do not use real work data.

09 PROJECT NOTES - SRIP (ONENOTE PAGE)
======================================
Page owner: Jordan Ekwueme · Last edited October 8, 2026 · Rough working notes


Oct 6 working group - follow-ups
--------------------------------
  - Wen - backlog report to drop duplicates, by Oct 12 (agreed in meeting)
  - Saturday hours cost estimate ... needed before any decision. who??
  - FAQ still says 10 days - must fix. Beatriz offered to draft text 'probably' - check w/ Sam re publishing
  - Priya - escalation reminder to staff by Fri Oct 9

Pilot prep
----------
  - Draft triage decision tree (categories + who reviews)
  - Ask IT if portal can show status 'Under Review' - Sam? (not asked yet)
  - Pick 2 units for pilot - Odessa suggested Streets + Parks, not decided
  - Design review target ~Oct 27 (Malcolm confirming)
  - Plain-language status letter template - high priority

Data
----
  - Aug data incomplete (migration) - footnote in every report
  - Two FCR definitions floating around - need one. Jordan to write options memo by Oct 16
  - Dashboard 'as of' date is the 25th - Sept numbers partial!

Random
------
  - Interpretation line usage up? ask someone
  - Order coffee for design review lol

Path C (Watch and verify): Mark every task in file 09 that has no stated owner.

Debrief question: Before you added "not stated", did Copilot try to fill in owners?