inside a Copilot skill:
SKILL.md: how to do the job
references/: the material it needs
scripts/: code for repeatable operations
i walk through the structure and run it in Agent Builder here:
https://t.co/2hp5yeXuTE
"collapse each new starter by default and let me expand their tasks."
that was my follow-up to Copilot in SharePoint after it built the first onboarding view. the next version came back as an accordion.
build the first version, look at it, then describe the change you want. you can work on the design together.
the new Copilot puts the model picker in two different places.
in Cowork it sits in the message box, next to the effort level. in Chat it's in the top left corner of the screen, and there's no effort level.
if you're on Auto and want to know which model it picked, ask Copilot. it told me each time i switched.
before you invite anyone to a Copilot Workspace, check what's in it.
members can see and open everything you've added. that includes anything you pulled in from your own mailbox or Teams chats, and those weren't written for the whole group.
keep the Workspace private while you set it up, and add people once the content is right.
@orgo@nickvasilescu I've just deployed a machine, a coding machine, and I've installed Claude Code into that VM. Now is that the optimal setup to run a coding agent in orgo?
for years, information architecture was the plumbing in SharePoint. people only noticed it when search couldn't find anything.
HTML views change that. a view can only show what's in your columns. if renewal date, owner and status aren't columns, there's no tab for them, no card and no chart.
so the columns someone set up years ago now decide what people see on screen.
your metadata is your user interface now. if you're building a list this month, design the columns with the view in mind.
mention someone on a Copilot Page in a Workspace and they get an email with the page embedded in it as a live component.
they can edit it right there in Outlook. switch back to the Workspace and the change is already on the page.
one page, three places: the page itself, the Workspace and the inbox. you create pages from New in the top right of a Workspace.
check what you need to do after opening a SharePoint list.
in my HTML view demo, i could read and filter the data, but couldn't edit or create items inside the view. that matters if you're using it all day to update work.
keep the standard view easy to get to. a dashboard is useful until it gets between you and the row you need to change.
i recorded a full walkthrough of the new Microsoft 365 Copilot: Chat and Cowork in one box, Copilot Code, Workspaces, Projects, and how i decide which one a piece of work belongs in.
Microsoft is rolling the changes out in stages, so your menus may not match mine yet.
video: https://t.co/8DGp0ChLyi
write-up: https://t.co/q5wtif9syR
a SharePoint HTML view doesn't have to be one dashboard.
this one has four tabs on the same list: what renews next, spend by vendor, contracts that will roll over on their own, and licences nobody's using. the summary cards stay across the top.
that used to mean four filtered views, or an export every time someone asked a new question. now it's one view, and it works more like a small app.
one prompt in Copilot Code built me a working daily focus planner. typing /cost in the session showed 103 credits for that build.
/cost works in Cowork tasks too. two tasks inside one of my Projects came to 547 credits between them.
run it before you publish an app or start another round of tasks.
if the question is "where are we up to on this SharePoint list?", i'd put the answer on the list.
an HTML view sits beside All Items. you can move between the dashboard and the rows without finding a separate report.
Copilot Projects can feel a lot like agents. both take instructions and reference material.
i use a Project to organise my own work. the chats, Cowork tasks and outputs all belong to one piece of work, like preparing a workshop or a proposal, and Microsoft describes projects as private to the person who creates them.
i build an agent when other people will keep coming back for the same kind of help.
if you're the only one who needs it, start with a Project.
i compare them in the full walkthrough here:
https://t.co/8DGp0ChLyi