Phone Add or Remove Phone Number for Copilot Tasks by SMS


Copilot_banner.webp

This tutorial will show you how to add or remove a phone number to text with Copilot for Copilot Tasks by SMS.

Copilot Tasks allow you to delegate certain tasks or work to Copilot using natural language. Instead of working step by step in a conversation, you describe a goal and Copilot plans and executes the steps needed to complete it. Tasks can be run immediately or scheduled to run later. Copilot may browse the web, navigate and interact with websites, generate or edit files, or use connected services you've authorized (such as email or cloud storage) to deliver a result for your review.

You can manage two types of tasks in Copilot:
  1. Regular tasks run once and begin as soon as you submit your request.
    Example: “Order pizza for my family tonight.
  2. Scheduled tasks run at a specific time or on a recurring schedule.
    Example: “Email me a weekly summary of Microsoft stock performance.
All tasks live in the Tasks view in Copilot, where you can review progress, pause or stop tasks, edit schedules, or delete tasks at any time. You can also delete any Tasks stored memory.

With the new SMS support, you can delegate tasks directly via text messages. This feature allows you to:
  • Submit tasks by SMS without opening the Copilot app or web interface.
  • Receive notifications when a task is completed, keeping you updated in real time.
  • Schedule tasks to run once or on a recurring basis, all through SMS commands.
  • Monitor progress and take control if needed, ensuring sensitive actions are reviewed before execution.
This makes Copilot Tasks highly accessible for mobile users and those who prefer text-based interaction, expanding its usability beyond desktop or app environments.

References:



Contents

  • Option One: Add or Remove Phone Number for Copilot Tasks by SMS from Copilot app and web
  • Option Two: Add or Remove Phone Number for Copilot Tasks by SMS from Microsoft Edge




Option One

Add or Remove Phone Number for Copilot Tasks by SMS from Copilot app and web


1 Open the copilot.microsoft.com site or Copilot app on Windows 11.

2 Sign in to Copilot with your Microsoft account if not already.

3 While in full view (app only), click/tap on the Account button on the sidebar, and click/tap on Text by SMS. (see screenshot below)

Copilot_Tasks_by_SMS.webp

4 Do step 5 (add) or step 6 (remove) below to connect or disconnect a phone number for Tasks by SMS.

5 Add Phone Number for Copilot Tasks by SMS

A) Enter a Phone Number you want to use, and click/tap on Send verification code. (see screenshot below)​

Copilot_Tasks_by_SMS_add_phone_number-1.webp

B) Enter the verification code sent to the phone number for your mobile device, and click/tap on Verify. (see screenshot below)​

Copilot_Tasks_by_SMS_add_phone_number-2.webp

C) You will get a SMS Tasks Connected type notification on your mobile device to confirm the phone number has been added. (see screenshot below)​

Copilot_SMS_Tasks_Connected.webp

6 Remove Phone Number for Copilot Tasks by SMS

A) Click/tap on the Disconnect Phone Number link. (see screenshot below)​

Copilot_Tasks_by_SMS_remove_phone_number.webp

B) You will get a SMS Tasks Disconnected type notification on your mobile device to confirm the phone number has been removed. (see screenshot below)​

Copilot_SMS_Tasks_Disconnected.webp




Option Two

Add or Remove Phone Number for Copilot Tasks by SMS from Microsoft Edge


1 Open Microsoft Edge.

2 Sign in to Microsoft Edge with your Microsoft account if not already.

3 Click/tap on the Copilot icon on the toolbar. (see screenshot below)

Copilot_Tasks_by_SMS_Edge-1.webp

4 Click/tap on the More options (3 dots) button, and click/tap on Settings. (see screenshot below)

Copilot_Tasks_by_SMS_Edge-2.webp

5 Click/tap on Tasks by SMS. (see screenshot below)

Copilot_Tasks_by_SMS_Edge-3.webp

6 Do step 7 (add) or step 8 (remove) below to connect or disconnect a phone number for Tasks by SMS.

7 Add Phone Number for Copilot Tasks by SMS

A) Enter a Phone Number you want to use, and click/tap on Send verification code. (see screenshot below)​

Copilot_Tasks_by_SMS_Edge-4.webp

B) Enter the verification code sent to the phone number for your mobile device, and click/tap on Verify. (see screenshot below)​

Copilot_Tasks_by_SMS_Edge-5.webp

C) You will get a SMS Tasks Connected type notification on your mobile device to confirm the phone number has been added. (see screenshot below)​

Copilot_SMS_Tasks_Connected.webp

8 Remove Phone Number for Copilot Tasks by SMS

A) Click/tap on the Disconnect Phone Number link. (see screenshot below)​

Copilot_Tasks_by_SMS_Edge-6.webp

B) You will get a SMS Tasks Disconnected type notification on your mobile device to confirm the phone number has been removed. (see screenshot below)​

Copilot_SMS_Tasks_Disconnected.webp


That's it,
Shawn Brink
 
Last edited:

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