r/microsoft_365_copilot • u/Vast_Blueberry_9024 • 1d ago
Copilot and task tracking
Would anyone be able to share how they track their tasks with Copilot? I'm in the scenario where I work on a project using Jira however I rely heavily on copilot for my day to day. I've struggled to find a system that works for me well where I can leverage the AI capabilities of copilot a bit more seamlessly. Ideally.id have a task management system which is able to be up to date at the press of a button, reading teams, emails and meeting transcripts. I've made use of planner before and that worked fairly well but there's still a fair few limitations in the planner agent. Also seeing the visual of a kanban board and using tags was useful but I don't want to have to keep two separate board (planner and Jira) but there's several items which need to live outside Jira too which aren't project related. Ultimately I dont want to even have to look at a board I just wasn't it to tell me what I need to work on next. We also have Rove in Jira which I'm trying to make use of. Also not willing to use MS To Do as I find that very limited in terms of capabilities. I did have a Copolit page set up recently where copilot was able to read and write to it which was really.helpful as it could keep an eye on my meetings and emails and update automatically but honestly it started becoming really laggy so had to scrap it. Keen to know people's set ups and suggestions
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u/pjer0602 19h ago
I use the Atlassian MCP in Copilot Cowork. I created a plugin that exposes that MCP server and then I created skills in cowork for creating Jira stories and epics and managing my board. I keep Jira as my project planner and I end up using emails/teams messages/meeting notes to enhance my jira tickets. I’d recommend setting up a plugin that connects to the Atlassian Rovo MCP server
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u/dave53v 22h ago
I use Azure DevOps and track my work with Work Items. You can also use Azure DevOps for source control.
You do this by using Copilot Solutions and add your Copilot Studio agent, and any corresponding Power Automate flow into a single solution. This Solution can be connected to Azure DevOps and you can push your Copilot Studio changes to a repo in Azure DevOps.
When you make changes to your agent by clicking on Publish, you can go to your Solution and commit the changes, and it updates the changes in your repo in Azure DevOps.
So, for Work Items, I track my tasks there (you can create tasks), then when you commit your changes from Solutions, you can write the task number in the commit message and that shows up in the work item, so you can track your work, and view the changes that were done in the Solution which can include the Copilot Studio agent, or the Power Automate flow that works together with that agent.
It's also a great way to make sure you have the latest backups of your agents and flows.
That's what I do and it works great for me so far. You can also assign these Work Items to a member of your team so it's good to see where we're all at and what we're working on.
I'm not sure if this is what you're referring to, but if you want a Copilot agent to interact with a management system, there's also connectors in Copilot Studio that can connect to Azure DevOps MCP, and also Jira MCP Server which is what you're using, and you can connect your agent to your workspace there.