Unleash the Power of Microsoft Loop in Teams Meetings

Use Microsoft Loop in your Teams Meetings for collaborative agendas, meeting notes and follow-up tasks.

#microsoftloop #microsoft365 #microsoftteams

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📽️ Video Chapters
00:00 Introduction
01:06 Create Agenda in Loop
03:09 Loop Components
04:46 Hide Agenda
05:12 Using Loop during Meetings
05:37 Add Meeting Notes
06:17 Add Follow Up Tasks
08:48 Review Notes After Meeting
09:27 Create Teams Channel for Meetings
10:44 Using Loop Workspaces
12:16 FAQs

[brentmorris]

PRO TIP: Add the Title to the meeting. Save, Close out, go back in AND then work on the Loop component. Why??? Doing so will correctly add the Title to the Loop component. Enjoy.

[davidadams]

Great tips! I've been using Loop in meeting invites for a good few months now and it is definitely worth the learning curve effort. One additional tip: if you're not keen on having meeting actions spread out amongst multiple instances of say a recurring meeting, simply add your standing agenda and any actions to the meeting series instance. Everybody can still see the actions (e.g. Edit > Series, or just link to the loop component) and the standing agenda appears then for each subsequent meeting. You can of course still add agenda items for each meeting instance. It even survives meeting series updates e.g. dates and/or time. The only downside is that Microsoft also copies the actions across into each instance, but none are assigned so it can easily be deleted. Another very useful video!

[digitalbits-tecnologia]

I usually do no comment on videos... but this one deserves and earned a comment. Thank you for the sharing!

[Tiz-rofg]

Great info! One idea that I haven't seen covered around the New Teams/New Planner/Loop/OneNote environment is to show how to (easily) store Loop Meeting agenda/notes/follow ups created in a MS Teams Meeting to the Notes section in Teams, so one could easily find at a later date. Right now, the only way I understand to accomplish this is to copy/paste and add the attendees manually in a Note, but it would be great to have a streamlined workflow for this. Maybe a topic for you to cover? 😌

[HiYurd]

Dig these Loop components. We are starting to migrated our KB from OneNote to Loop. Enjoying it.

[SharePointMark]

Hi Jonathon - Excellent videos on Loop, I am a huge fan of Loop - I have a question - ok maybe a food for thought for another Loop Video (unless you have already done it) - What I get asked a lot about is where are Loop elements (workspaces, pages, components etc.) stored - You mention OD4B in this video relating to the Components - There seems to be bit of unclarity about where content is actually stored based on where you instigate a Loop element - ODFB, SharePoint Core? Teams, Exchange - Loop is huge and will get bigger and better (I agree it will be cool to have external users able to collaborate on a component via teams/emakil etc.). If you have something that can answer those questions then that would be excellent. Thanks

[agustin]

When "Ellie" finishes a task, how are the rest of the meeting attendees informed?

[cilkmox]

What about repeated meetings? It is not comfortable to use loop, because there is a old loop version copied, and all changes that I make to copy of meeting loop if forgotten

[aws]

I was licking my lips at the thought of using Loop, but then you dropped the It doesn't work with external users ☠️ Microsoft really do have the knack of taking something that is potentially very good and making it useless for a huge chunk of people by omitting one fundamental feature.

[wernerlouw]

Is there any way to lock down a loop component preventing editing after the meeting? That would make this so that referencing is possible, and fiddling is not possible. I know versions are available, but you need to suspect there were changes before looking for them.

If there is not agreement about a point in the meeting, people can change the info after the meeting.

Further to this people can copy the component into their documents and edit for their own use, which then edits the component in this meeting loop...


This would be a limitation if you intended using loop in Word and Excel? If a person re-uses a document, as a template to start a monthly report they will be editing the previous month's report. 🤔

[Ruimrcabral]

Hi Jonathan
do you have any tips on how to handle recurrent weekly meetings where the agenda is always the same but just handled as an evolution of updates to these same items.
E.g. in project management.

I wonder if there is a clever way to a track of all the meeting notes and actions in one space instead of handling several loop pages for each meeting.

Thanks.

[rmsaddler]

Great features but still too mandraulic IMHO... Copilot converting the actual recorded discussion into relevant digital artefacts such as minutes, tasks etc and using the agenda from recurring meetings would be far more time saving.

[richardtenhave]

Hi Jonathan, any idea why the Loop functionality disappears (immediately!) when selecting a Channel while creating the initial invite? This is using both the App and the Web version.

[DK-ITMike]

Jonathon, excellent video. Quick question. I have created and saved a loop page template. Once a meeting has started can the meeting notes sync with the template? Or does the template need to be added to the meeting invite?

[wehanwessels]

When will loop components be available in OneNote desktop?

[OITmedia]

Doesn't show up on my cloud or (mac) desktop.

[alexk]

Can we tell it to create a new loop component for each instance of a recurring meeting?

[ChopsBX]

Hi Jonathan, Loving your videos! Is there a way to have a rolling loop agenda for reoccurring meetings? We currently have access to Loop at work, but we don’t have access to workspaces (apparently we will by the end of the year). Is there an alternative way to manage and group Loops?

[runemellingseter]

I only get regular note functions under Agenda, and no Loop component. What is wrong?

[ItsDr.JessFlynn]

Dumb question: The meeting agenda option is not showing in my calendar events on Teams, what am I missing?