This tutorial will show you how to either move chats to an existing or new notebook or remove chats from a notebook in Copilot on the web, Edge, and app in Windows 11.
The Microsoft Copilot app is an AI here to give advice, inspiration, and help when you need a hand. You can start a conversation to get clear answers to tough questions, turn ideas into images, or polish your writing until it shines.
Signing into Copilot using your personal Microsoft Account gives you access to your chat history, image creation, longer conversations, voice interactions, and other Copilot features.
Copilot Notebooks are AI‑powered workspaces where you can bring together your content and sources so Copilot can understand the full picture and give you more relevant, context‑aware responses. Share notebooks with people to collaborate in real time, exchange knowledge, and build together with Copilot. As you work, get focused answers tailored to your notebook's content and keep adding references that update dynamically as your project evolves.
You can work with your notebook two ways: the lightweight Notebooks experience in the Microsoft Copilot app, and the fuller, workspace-focused experience in OneNote. The same notebook opens in both, so you can move between the experiences without losing context.
Copilot Notebooks operates as an intelligent, scoped workspace. When you create a notebook, you can add references such as Word documents, PowerPoint decks, Excel sheets, Copilot pages, and more. Copilot then uses only this curated content to help you:
- Receive focused answers tailored to your notebook's content.
- Continue adding references that update in real-time as your project evolves.
- Personalize Copilot’s responses by setting instructions for delivering prompts.
- Listen to audio overviews for a more engaging way to catch up on your material on the go.
- Accomplish anything from small tasks to larger projects without ever leaving the Copilot app.
When you remove a chat from a notebook, the chat is moved back to chats.
References:
Get started with Microsoft Copilot Notebooks | Microsoft Support
Copilot Notebooks is your AI-powered workspace for focused tasks. Gather chats, files, pages, links, and more, and get tailored answers grounded in your content.
Frequently asked questions about Microsoft Copilot Notebooks | Microsoft Support
Frequently asked questions about Microsoft Copilot Notebooks—your AI-powered workspace to organize chats, files, and content with custom instructions and insights.
You must be signed in to Copilot with your Microsoft account to use Notebooks in Copilot.
Contents
- Option One: Move Chat to Notebook in Copilot from Chats in Windows 11 and Web
- Option Two: Move Chat to Notebook in Copilot from Notebooks in Windows 11 and Web
- Option Three: Move Chat to Notebook in Copilot from Chats in Microsoft Edge
- Option Four: Remove Chat from Notebook in Copilot from Notebooks in Windows 11 and Web
1 Open the copilot.com site or Copilot app on Windows 11.
2 Sign in to Copilot with your Microsoft account if not already.
3 In the sidebar, click/tap on the Chat tab. (see screenshot below)
4 Under Chats, hover on the chat you want to move, click/tap on the More (3 dots) button, and click/tap on Move to notebook. (see screenshot below)
You can click/tap on Chats to toggle expand or collapse the list of chats.
5 Perform an action below for what you want to do: (see screenshot below)
- Click/tap on New notebook to create a new notebook to move the chat to.
- Click/tap on a listed notebook (ex: "Example Notebook") to move the chat to an existing notebook.
6 If you selected New notebook, you can now finish creating the new notebook. (see screenshot below)
1 Open the copilot.com site or Copilot app on Windows 11.
2 Sign in to Copilot with your Microsoft account if not already.
3 Click/tap on the Chat tab on the sidebar, and click/tap on Notebooks. (see screenshot below)
4 Click/tap on the notebook you want to move chats into to open it. (see screenshot below)
5 Click/tap on the More options (3 dots) button, and click/tap on Move chats. (see screenshot below)
6 Click/tap on one or more chats you want to move to this notebook. (see screenshot below)
7 Click/tap on Confirm when ready to move any selected chats to this notebook. (see screenshot below)
1 Open Microsoft Edge.
2 Sign in to Microsoft Edge with your Microsoft account if not already.
3 Click/tap on the Copilot Chat
icon on the toolbar, click/tap on the Expand sidebar button, and click/tap on the Chat tab. (see screenshot below)4 Under Chats, hover on the chat you want to move, click/tap on the More (3 dots) button, and click/tap on Move to notebook. (see screenshot below)
You can click/tap on Chats to toggle expand or collapse the list of chats.
5 Perform an action below for what you want to do: (see screenshot below)
- Click/tap on New notebook to create a new notebook to move the chat to.
- Click/tap on a listed notebook (ex: "Example Notebook") to move the chat to an existing notebook.
6 If you selected New notebook, you can now finish creating the new notebook. (see screenshot below)
1 Open the copilot.com site or Copilot app on Windows 11.
2 Sign in to Copilot with your Microsoft account if not already.
3 Click/tap on the Chat tab on the sidebar, and click/tap on Notebooks. (see screenshot below)
4 Click/tap on the notebook you want to remove chats from to open it. (see screenshot below)
5 Under Chat history, hover on the chat you want to remove, click/tap on the More options (3 dots) button, and click/tap on Remove from notebook. (see screenshot below)
6 Click/tap on Remove to confirm. (see screenshot below)
That's it,
Shawn Brink
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