How to Delegate Tasks with Copilot and Planner

How do you delegate a task with Copilot? In this lesson I ask Copilot to write a delegation brief with six parts: the outcome, what done looks like, constraints, resources, a first step, and the due date with two check-ins. I add the parts only I know: the outcome, the dates, and who approves it. Then I ask Copilot to read the brief as the new person and tell me what would be unclear. It found six questions, so I answer them, Copilot rewrites the brief, and I put it in the task notes in Planner so the task and the brief live in one place. In this lesson: The six parts of a good delegation brief The prompt, with the current file picked with / The parts only you know: the outcome, the date, who approves Read the brief Ask Copilot to read it as the other person Answer the questions and rewrite the brief Check that Copilot did not add a date or a rule you never decided Put the brief in the Planner task notes For managers: book the first check-in right away What goes wrong Prompts from this lesson (copy and try them): I need to delegate [task] to [name], who is new to it. Write a delegation brief with six parts: the outcome, what done looks like, constraints, resources, a first step, and the due date with two check-ins. Resources: /[file]. The outcome is [outcome]. Due [date]. Check-ins on [date] and [date]. [Name] approves it. Under 150 words, direct and kind, no corporate phrases. Read this as [name], who is new to this. What would be unclear on the first read? Here are my answers: [answers]. Rewrite the brief with these answers, still under 150 words. Chapters: 0:00 Delegate tasks with Copilot 0:32 The task 0:54 The prompt 1:45 Read the brief 2:41 Read it like the other person 3:12 Answer the questions 3:42 Check before you send 4:02 Put it in the Planner task 4:25 For managers 4:42 What goes wrong 5:05 Recap: three things to do today This is Lesson 18 of Copilot at Work: 30-Day Microsoft 365 Copilot Course. Watch the whole course in order:    • Copilot at Work: 30-Day Microsoft 365 Copi...   Previous lesson: How to Write a Weekly Status Report with Copilot    • How to Write a Weekly Status Report with C...   Next lesson: How to Use Copilot Researcher to Prepare a Decision    • How to Use Copilot Researcher to Prepare a...   Sample work, fictional field service company. Tested in October 2026 with the Microsoft 365 Copilot app, Planner in Teams and Microsoft 365 Copilot (Premium). Independent training. Not affiliated with or endorsed by Microsoft. #MicrosoftCopilot #Microsoft365 #Delegation