Copilot in Whiteboard transforms how you create and collaborate on ideas and projects. With the assistance of Copilot, imagine new ideas, turn concepts into stunning visuals, organize thoughts into logical categories, and simplify complex projects for better collaboration. A new doorway to creativity has just opened.
Copilot in Whiteboard is available in the Whiteboard desktop app, web browser, iPad, and Teams client to users with a Copilot for Microsoft 365 license.
See Supported languages for Microsoft Copilot to learn which languages you can use.
Spark new ideas
Imagine you have a goal but you’re not sure where to start or how to reach it. Copilot in Whiteboard helps you discover new ideas, expand ideas, explore different angles, and overcome creative blocks. Use the Suggest feature to never run out of ideas again.
Suggest ideas
Putting the first idea down on a blank whiteboard is often the hardest part of getting a new plan going. Copilot can get you started by providing multiple suggestions based on your prompt using the Suggest feature.
Note: This feature adds suggestions as sticky notes on the whiteboard, not text boxes.
Suggest in Copilot can be accessed using the following methods.
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Toolbar Copilot button
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Select the Copilot button next to the Whiteboard toolbar. In the Copilot menu, select Suggest. In the compose box, enter in your prompt and select the Send arrow.
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Right-click menu
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On a whiteboard, right-click an empty area of the board. In the right-click menu, select Suggest. In the compose box, enter in your prompt and select the Send arrow.
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Selected note menu
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On a whiteboard, select an existing note. In the note toolbar, select the Copilot menu and select Suggest.
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After you send your prompt, Copilot will provide several suggestions in a pop-up window. Remove a suggestion by selecting the X next to it. Select Insert to place the suggestions on the whiteboard, Generate more to add more suggestions to the list, or Edit to rewrite your prompt.
For more ideas on how to use Suggest in Copilot in Whiteboard, see Discover new ideas in Whiteboard with Copilot for Microsoft 365.
Organize your ideas
Looking at a whiteboard filled with ideas can be difficult to understand when there’s no structure. Copilot in Whiteboard makes it easy to organize your ideas into clusters based on their similarity. Find patterns, themes, and categories in your brainstorming.
Note: To use the Categorize feature, you need to have at least two notes on your whiteboard. This feature only works with sticky notes, not with Inking or text boxes.
Categorize in Whiteboard can be accessed using the following methods.
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Toolbar Copilot button
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Select the Copilot button next to the Whiteboard toolbar. In the Copilot menu, select Categorize. Copilot will automatically select all notes in view on the whiteboard.
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Select Categorize to begin the process or Cancel to exit out of the process.
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Drag and select notes
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Select and hold Shift and then drag over the notes you want to categorize. In the note toolbar, select Categorize to organize the highlighted notes into categories.
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Copilot will categorize your notes into different colored groups of notes with headings. Once Copilot has categorized your notes, you can choose to Keep it, Revert the notes back to being uncategorized, or Regenerate Copilot’s categorization.
After the notes are categorized, you can edit, move, and delete notes and headings as you need.
For more ideas on how to use Categorize in Copilot in Whiteboard, see Organize your ideas in Whiteboard with Copilot for Microsoft 365.
Understand your ideas
You’ve had a great brainstorming session in Whiteboard and want to share the outcomes. Or, maybe it was a long planning session, and you want a quick recap. Copilot in Whiteboard can make complex whiteboards easier to understand with the Summarize feature.
Note: Only sticky note content is included in the summary. To use the Summarize feature, you need at least one sticky note on your whiteboard, but we recommend more than one note to gain the most value from this feature.
Summarize in Whiteboard can be accessed using the following methods.
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Toolbar Copilot button
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Select the Copilot button next to the Whiteboard toolbar. In the Copilot menu, select Summarize to create the whiteboard summary.
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Right-click menu
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On a whiteboard, right-click a blank empty area of the board. In the right-click menu, select Summarize to create the whiteboard summary.
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Copilot will create a summary of the whiteboard’s notes and place it in a Loop component that you can edit, copy, and share with others.
For more ideas on how to use Summarize in Copilot in Whiteboard, see Summarize ideas in Whiteboard with Copilot for Microsoft 365.
Some ideas to try
Here are some prompt ideas to try with Copilot in Whiteboard to make the most of its capabilities.
Suggest new ideas
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Suggest names for a small coffee shop that also sells books.
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Suggest effective ways to reduce time to mitigation for product incident tickets. Here is an example: "proactively create product help pages for end users."
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Suggest top user perceived strengths of <name of your product>.
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Suggest lesson plan ideas for reading <book title>.
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Suggest 5 marketing slogans for the new running shoes product launch.
Learn more
Frequently Asked Questions about Copilot in Whiteboard
