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How to Use and Customize Cortana on a Windows 10 PC

 & Michael Muchmore Contributor

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The iPhone's virtual digital assistant, Siri, has gotten the world used to engaging in conversations with computers. With Windows 10, Microsoft is bringing its personal digital assistant, Cortana, to the desktop (as Apple is expected to later with Mac OS X). Google Now has brought a similar capability to Android phones, but that feature lacks the personality of a Siri or a Cortana. In fact, Cortana was specifically designed to have a personality, and will answer sassy questions with witty retorts and even tell you a joke if you ask her to.

But she (yes, we refer to Cortana as she, as Microsoft does) was also designed to incorporate the conditional intelligence of Google Now, and even to take it a step farther. For example, you can ask Cortana to remind you to call your wife when you arrive at Costco. This geo-fencing requires Cortana to know what your wife's name is in your contacts list and where you are at the moment.

It's important to know that in the current Technical Preview build, Cortana is severely limited compared with even the released Windows Phone version of the assistant and compared with what will be in the released Windows 10. For example, on the phone, she can launch apps, but that feature isn't yet implemented on Windows 10 for the desktop. For other situations where you'd expect a direct answer or an action, you'll just get web results in a browser window.

Cortana differs from both of the other two digital assistants in that she gives you control over what she knows about you. Cortana also becomes the default search on Windows Phones and Windows 10 desktops—you can simply hit F5 to summon her for this. Google Now, by comparison, simply watches what you search for and incorporates that into your interests it displays info about.

As with Cortana on the phone, on Windows 10 desktops, you don't have to use your voice: You can also simply type your question into her text box. And unlike Siri and Google Now, Cortana is more than just a question answering or reminder creation tool: Cortana pops up your Daily Glance, a digest that includes things like sports results for teams you follow, news stories based on your interests, and local weather.

Hey, Cortana and Other Settings
As with Google Now and now Siri, you can set up Cortana to respond hands-free to your voice. You do this by saying "Hey, Cortana." To enable this, tap Cortana's circle in the left side of the taskbar, then open the three-line (aka "hamburger") menu, and choose the last choice, Settings. From here, you can turn off Cortana completely if she creeps you out. You can also tell her what to call you and whether to call you by name.

Other options include allowing Cortana to scan your email to inform you about travel updates and shipped packages.

The Notebook
How does Cortana know about you? One major way is through the Notebook. Cortana's Notebook is one aspect that differentiates her from Siri and Google Now. When Microsoft staff were developing Cortana, they interviewed actual human personal assistants, and found that most of them kept notebooks of key data on their employers. Cortana's Notebook is where you set up your interests, calendar, and daily routine. If you have a fitness tracker, you can include its reports in your Daily Glance, and you can specify whether you commute by car or transit. You can have Cortana remind you when it's time to go to or leave from work. And for sports teams, you can have her show scores or hide them.

Cortana's Trip Planner can tell you how long it will take you to get to the airport, along with the weather at your destination.

Reminders
Reminders in Cortana can be based not only on time, but also on place. That is, you can tell her to remind you to do something when you've arrived at a specified location. For example, "When you get home, call your uncle."

Places
How does Cortana know when you've arrived at home or work or your favorite restaurant? She knows because you've told her what those locations are when searching on Maps. When you tap on a spot in the default Maps app, you get choices to set that location as your home or work location.

Cortana can also remind you to do something based on types of locations as well as specific locations. For example, you can say "Hey Cortana, Remind me to buy eggs when I'm at any supermarket." And keep in mind that by setting up the reminder on your Windows 10 PC, it will appear for you later on your Windows 10 phone if you're signed into the same Microsoft account on both.

Jokes
For those times when life is taking its toll on you, Cortana will always be there with a joke to cheer you up. Okay, her sense of humor hasn't quite caught up with Louis C.K. or even Jack Benny. A couple samples we got were "A Roman walks into a bar, holds up two fingers, and says "Five beers, please." and "What did the passive-aggressive Raven say? "Nevermind. Nevermind." Watch the video below for more.

More Cortana to Come
As with everything in Windows 10 Technical Preview for desktop PCs, Cortana is very much a work in progress. Cortana won't even open apps yet, as she's been able to do for over a year in her Windows Phone incarnation. She'll also be able to find and play music from any Windows devices on the home network, and to show, for example, photos from your trip to Hawaii on demand.

For more on Microsoft's upcoming operating system for desktops, laptops, tablets, and smartphones, head to PCMag's Windows 10 hub page. You can also read our Hands On with Windows 10 for Phones, and with Windows 10 for PCs.

About Our Expert

Michael Muchmore

Michael Muchmore

Contributor

My Experience

I've been testing PC and mobile software for more than 20 years, focusing on photo and video editing, operating systems, and web browsers. Prior to my current role, I covered software and apps for ExtremeTech and headed up PCMag’s enterprise software team. I’ve attended trade shows for Microsoft, Google, and Apple and written about all of them and their products.

I still get a kick out of seeing what's new in video and photo editing software, and how operating systems change over time. I was privileged to byline the cover story of the last print issue of PC Magazine, the Windows 7 review, and I’ve witnessed every Microsoft misstep and win, up to the latest Windows 11.

I’m an avid bird photographer and traveler—I’ve been to 40 countries, many with great birds! Because I’m also a classical music fan and former performer, I’ve reviewed streaming services that emphasize classical music.

Technology I Use

For everyday work, I use a good-old Dell tower with 16GB of RAM, a 12th-gen Intel Core i7 processor, and an Nvidia RTX 3060 Ti GPU that runs on Windows 11. I pair it with a 4K Lenovo ThinkVision P27u-10 monitor and a Logitech MX Vertical mouse. For offsite work, I use a 2024 Microsoft Surface Laptop with a Qualcomm Snapdragon X Elite processor. Camera-wise, I moved to mirrorless from a Canon EOS 80D with a Canon 70-300mm IS USM lens. I now have a Canon EOS R7 with a 100-400mm lens, but I miss my DSLR for several reasons.

In order of usage, the software I turn to most frequently is the Edge web browser, Slack, Adobe Creative Cloud, Microsoft 365, Firefox, Brave, and WhatsApp. I use the Windows Phone link app to see everything on my Samsung Galaxy S21 Ultra phone, which has excellent telephoto capability.

For fitness monitoring, I have a Fitbit Charge 6 and use an Anker Smart Scale P1. I’m also a streaming fan, so I subscribe to both Amazon Music Unlimited (especially for its Dolby Atmos content) and Qobuz (for its high-res sound quality and classical catalog). I recently added a Vizio 5.1 Soundbar SE, which sounds surprisingly good given its low price. To holler commands instead of using a remote control, I have the Amazon Fire TV Cube in the living room, which lets me verbally tell the TV what I want to watch. It hooks up to an LG B4 OLED TV. I have a Sonos One speaker in my kitchen that also ties in with Alexa, as does the Echo Dot 2 With Clock in my bedroom. For serious listening, I have B&W 601 speakers plugged into a Conrad-Johnson Sonographe amp and preamp, with a Cambridge Audio AXN10 streamer as source. For reading, I also have a Nook GlowLight 3.

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