Planning With Sheet · jaysenwu bundle Use in Copilot in Excel to persist a multi-step workbook plan, check off verified tasks, save findings and checkpoints, or resume interrupted work from a worksheet. Use when asked to save an existing Copilot plan into the workbook, maintain a task list while executing, or continue from the last saved step. Also apply to complex workbook tasks when this skill is enabled. Do not create a plan for a simple question or a single-cell edit unless the user requests tracking.
