How to use Microsoft Loop, with Planner and To Do

I've used Microsoft Loop to create new projects. It's easy, and super powerful. Here's how.

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LET'S CONNECT:

Chapters:
00:00 Introducing the topic
00:19 All four applications
01:04 We will start with a Loop idea
02:30 Microsoft Loop is your Project Initiation Document (PID)
03:18 Loop component use cases
04:40 Project deliverables aka tasklist in Loop
05:35 Open the assigned tasks in Microsoft To Do
06:25 Add users to your team
07:15 Tasks are available inside Microsoft Planner
09:35 The next big step for Loop (currently not possible?)
10:10 Examples of sync features in Loop and Planner

[altruologist]

Thank you for the clarity and excellent examples of workflow- well done.

[jamesvarty]

Useful video! Is there a way of pulling excisting planner plans/tasks through to Loop?

[rocketrod]

Have you heard any additional details on the integration of P4W into the Planner app?

[RoyKoopaling]

For me, Loop just isn’t integrated enough to be truly functional. For example, on Teams you can use the notes section of a meeting to start an agenda and a task list, etc. This is really useful because it means everyone on the call can contribute. No one person is stuck doing the minutes, action collation, etc. But the problem is every meeting you have creates a new plan.

For recurring meetings, if it was able to link in and load up one plan for that meeting, it would be infinitely more useful. Shame.