Schedule a meeting to collaborate on a file with the Microsoft 365 Copilot app

Collaborating on a file and want to meet with a colleague to discuss it? You can schedule that meeting right from the Microsoft 365 Copilot app.

How to schedule a meeting about a file

1. In the Microsoft 365 Copilot app, select Search from the navigation pane on the left.
2. Scroll down into the Quick access section to find the file you want to meet about.
3. Hover over the filename and select the More actions  button that appears to the right of the file name.
4. Select Add to and then Calendar.

   Tip: Want to add it to your task list instead? Select To Do instead of Calendar.

5. An Outlook calendar item will open, with a link to the file in the notes section. Add any other attendees you want, select a date and time, then send it.