How to Use Microsoft Loop for Project Management (2023)

🎥 Video Overview:

Looking to streamline your project management processes using Microsoft Loop? In this comprehensive tutorial, we walk you through how to optimise your project management using Microsoft Loop. From ideation to implementation, you'll learn how to set up Loop Workspaces, integrate Planner, Trello, and Jira, and make the most out of Loop Meeting Notes for your project meetings.

🔥 What You'll Learn:

Ideation in Microsoft Loop through Idea Loop Pages and Templates
Setting up Loop Workspaces for Projects
Sharing Project Content in Teams and Outlook
Using Loop Meeting Notes in Teams
And much more!

📚 Further Learning:

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📝 We'd Love to Hear From You!
Got questions or topic suggestions? Drop them in the comments below!

🕒 Video Chapters:

00:00 Introduction
01:03 Ideation in Loop
03:44 Project Workspaces in Loop
06:03 Share Project Content using Loop Components
10:12 Sync Microsoft Planner in Microsoft Loop
12:47 Sync Trello and Jira Boards in Microsoft Loop
14:27 Project Meeting Notes in Microsoft Loop
18:14 Summary

[chiamo]

I am brand new to Loop and tis video was excellent as I have bene trying to work out how to share components into Teams chats and channels. Thumbs up and subscribed!

[andreeveilleux]

Scott, thank you for creating this overview and I have subscribed to keep the learning going. Incredibly helpful as I am new to Loop and Planner. My question is when you are done with a workspace in Loop how do you archive it so it is not a tile on your page? Thank you for your time and feedback in advance.

[mpclair]

Scott, this was the best overview of Loop that I have seen so far — and I’ve watched quite a few! One question regarding the meeting notes: let’s assume that you have a project that requires many meetings. Can you create a subdirectory under a project where you would store all your meeting notes? Keep up the great work!

[dominiktreiner]

Great overview, thanks a ton!
Two questions remain regarding the integration of project management apps:
1) Will there be an interface to Azure DevOps?
2) Why did Microsoft first integrate third party tools (Trello, Jira), when there are in house solutions (Project for the Web, DevOps)?

Cheers.

[KhaiMengCheong]

Thank you for this useful video @scott brant. I am trying to delete a component that I have created by there is no delete function when I open the component. How do I delete a component? Thanks.

[FurqanaFathuzzaman]

This is great. One question about the collaborator, though, especially in meeting notes. Can it be set so that some of attendees can read only while the others can modify?

[tortilla]

This looks so much like Notion
Thank you for the tutorial

[MartinBeld]

Hi Scot, thanks for the inspiring video.
The first loops are realised and I get nmore and more exciting about the collaborating features of MS! 🙂

Now what I cannot achieve is the ability to share a loop component (table for example) with exeternal guests. I have my organisation set to share with "anyone" for sharepoint snd onedrive but this feature is greyed out in the components I want to share.

Do you know a workaround for that?
My goal is to let external customers fill out a table so our projectteam gets the information in their loop page.

Thanks in advance for your reply! :-)

[vikramvaidyanath]

Thank you so much for a detailed video on loop for project management.

But have a query which I am not able to get a solution. Say we have a dozen projects, which is part of the workspace. Is there a way how I can use loop to see an overview of all projects, progress status etc, instead of opening up each project and going through the details one by one.

Looking forward to your suggestion. Thank you in advance.

[mark_axtell]

Great video! Only question I have about Loop, what happens if the person who created the workspaces leaves, does it stay there if other people are in the workspace or will it dissapear?

[xlvdmxe]

Love the video! While working with tasks in Loop, is there a way to assign a task to a specific bucket in Planner? As well, is there a way to assign categories (like in Outlook) to each task so they can be grouped in MS To Do?

[jenniferlee]

Thanks for the video!

Question regarding tasks created in loop - are you able to assign a task to multiple individuals and track completion for each individual rather than showing as completed when only one person has completed it? If it will show completed once one assigned user marks task completed, is there any Microsoft apps that would track the individual completion of the same tasks?

[Worrelpa]

One thing to remember with planner. The full version are linked to Microsoft Group / Teams. If you add someone to an existing planner the person you add is getting access to the Group/Team it is part of. You may not want that for various reasons. There is no way for separating out the Teams / planner access.

[issiewizzie]

curious if i can embed this into a SharePoint homepage

[fgoehner]

Ok, I’m confused, is this supposed to replace a teams site

[MrWanted]

Can we also add files like excel or word and sync them to MS Loop?

[thomaszvolensky]

Planner component.


I pasted a Planner link onto a Loop page and sadly the Planner component does not materialize. All I get is a URL. Any insight as to why is appreciated.

[fulber]

Can't integrate loop with ms project for web?

[robcan]

quick tip - you are way to close when you zoom in, its hard to follow. Keep the view out further.

[scoulson]

Scott, thank you for the great presentation. But I am sorry but the whole idea of adding another frigging Microsoft (Apple or Google) app is insane to me.