TOP 10 Microsoft Loop Features YOU Didn't Know You NEEDED - [2024]

Summary

Discover the top 10 features of Microsoft Loop that enhance productivity and collaboration. From accessing Loop within Teams to creating dynamic tables of contents, integrating Loop components into OneNote, and real-time updates in shared documents. Learn how to streamline tasks with co-pilot, link meetings for collaborative notes, manage tasks across apps, and customize notifications for a seamless workflow.

Takeaways

• 🔗 Microsoft Loop can be accessed directly from within Microsoft Teams, streamlining the process of navigating between the two platforms.
• 📚 The ability to add a table of contents with collapsable headers in Loop enhances document navigation, especially for lengthy documents.
• 📑 Loop components can be added to OneNote, allowing for dynamic and real-time updates across different apps.
• ✍️ Adding comments to tables in Loop facilitates targeted communication and collaboration on specific items within a table.
• 🔗 Creating a page from a link in Loop allows for the integration of external content into the workspace, promoting a centralized information hub.
• 📎 Shared locations for pages enable the same page to be accessible across multiple workspaces, ensuring consistent and up-to-date information.
• 🤖 Co-pilot in Loop assists with content creation by generating drafts and ideas based on the page's content and user prompts.
• 🗓 Linking a meeting in Microsoft Loop creates collaborative notes that are automatically associated with the Teams meeting, enhancing meeting organization.
• 📋 Task management in Loop is streamlined through task lists that can be assigned and tracked across various Microsoft apps like Planner or Todo.
• 🔔 Microsoft Loop's notification management allows users to customize their notification preferences, including daily email digests of tasks and mentions.

Q & A

How can I access Microsoft Loop from within Microsoft Teams?

You can access Loop from within Microsoft Teams by clicking on the ellipses on the bottom left, searching for 'Loop', selecting the app, and then accessing all your Loop workspaces, pages, and components without leaving the Teams dashboard.

What is the purpose of adding a table of contents in Microsoft Loop?

Adding a table of contents in Microsoft Loop helps in navigating large documents more efficiently. It allows users to quickly jump to different sections of the document based on the headers.

How can I create collapsable headers in Microsoft Loop?

To create collapsable headers in Microsoft Loop, select the ellipses next to the text, go to 'Headings and Lists', and choose the 'Collapsible Header' option. This is useful for consolidating information in large documents.

What is the benefit of adding Loop components to OneNote?

Adding Loop components to OneNote allows for real-time collaboration and updating of documents across different apps. It ensures that all team members have access to the most current version of the document.

How can I send a Loop component via email?

To send a Loop component via email, copy the component in OneNote, paste it into an email using Ctrl+V, and then send the email. The recipient can update the component, and the changes will reflect in real time for all collaborators.

How do you add comments to tables within Loop?

You can add comments to tables within Loop by right-clicking in the cell, selecting 'New Comment', or using the shortcut Control+Shift+F2. You can also open the detail view of a line item to add comments and tag colleagues for notifications.

What is the process of creating a page from a link in Microsoft Loop?

To create a page from a link in Microsoft Loop, select the workspace, go to 'Create New', choose 'Link', paste the URL, and then click 'Add'. The content from the link will be automatically updated in the Loop workspace.

How can shared locations for pages in Microsoft Loop streamline collaboration?

Shared locations for pages in Microsoft Loop allow a page to be added to different workspaces. Changes made to the original page are reflected in real time across all linked workspaces, ensuring everyone has access to the most up-to-date information.

What is the role of Co-pilot in Microsoft Loop?

Co-pilot in Microsoft Loop is an AI-powered tool that assists in content creation by drafting text, brainstorming ideas, or describing content based on the user's prompts and the existing content on the page.

How can I link a meeting in Microsoft Loop?

To link a meeting in Microsoft Loop, create a meeting in the Teams calendar, add attendees, and use the 'Add Meeting Notes' feature. This creates a Loop component called 'Collaborative Notes' that is linked to the Teams meeting.

What are the different ways to manage tasks within Microsoft Loop?

Tasks in Microsoft Loop can be managed through task lists, which can be assigned to individuals and tracked within Microsoft Planner or Microsoft To Do. Task assignments can also be managed through email notifications.

How can I manage notifications in Microsoft Loop?

Notifications in Microsoft Loop can be managed by adjusting settings in OneDrive, specifically the 'Email digest of all Loop app notifications sent once daily' option. Users can toggle this setting on or off according to their preference.

Outlines

00:00

🔗 Microsoft Loop Integration with Teams

The script introduces the top 10 features of Microsoft Loop, starting with the ability to access Loop directly from within Microsoft Teams. The user can find Loop from the ellipses menu, select it to access all Loop workspaces and pages, and pin it for easy access. The presenter's favorite feature is hinted at being the eighth tip, and viewers are encouraged to share their favorites in the comments.

05:02

📚 Adding a Table of Contents in Loop

The second paragraph explains how to add a table of contents in Microsoft Loop to improve navigation within a document. This involves adding headers (H1, H2, H3) to the document using shortcut keys (Control + Alt + 1, 2, 3) and then inserting a table of contents at the top of the document. Collapsible headers are also mentioned as a feature for organizing large documents effectively.

10:03

📑 Incorporating Loop Components into OneNote

This section demonstrates how to add Loop components to OneNote, which is a significant advantage of using Microsoft Loop. The user can create a table within OneNote and then copy and paste the Loop component into an email. The recipient can interact with the component directly from the email, and any changes are updated in real-time, ensuring everyone has access to the most current version of the document.

15:05

💬 Adding Comments to Loop Tables

The fourth tip focuses on adding comments to tables within Loop. The user can right-click a cell to add a comment or use the detail view to see all information related to a table line item. The example given involves tagging a coworker in a comment for a fashion show's scarf line item, and the script explains how notifications work for comments within Loop.

🔗 Creating a Page from a Link in Loop

Tip number five discusses creating a new page in Loop from an existing link. The user can paste a URL into the 'link' option when creating a new page, and the content from that URL will be automatically pulled into Loop. Customization options are available, and the linked page can be a centralized resource in a workspace.

🔄 Shared Locations for Pages Across Workspaces

The sixth tip explains how to share a page across different workspaces in Microsoft Loop. By hovering over a page and selecting the ellipses, the user can add the page to another workspace. This feature ensures that updates made to the original page are reflected in real-time across all linked workspaces, streamlining collaboration.

🤖 Utilizing Co-Pilot in Loop for Content Creation

The seventh paragraph introduces the use of Co-Pilot in Loop, an AI-powered feature that assists in content creation. Co-Pilot can draft content, brainstorm ideas, or describe content based on the user's prompts. The example shows Co-Pilot generating a marketing avatar for a back-to-school line, highlighting its utility in team collaboration.

🗓 Linking Meetings with Loop Notes

Tip number eight covers linking meetings in Microsoft Teams with Loop notes. When creating a meeting in Teams, the user can add collaborative notes that are automatically linked to the meeting. These notes can be accessed and updated during the meeting, ensuring transparency and organization among team members.

📋 Managing Tasks with Task Lists in Loop

The ninth tip discusses task management in Microsoft Loop using task lists. The user can assign tasks to individuals, who will receive an email notification by default. The tasks can be tracked within Microsoft Planner or Microsoft To Do, integrating task management across different apps.

🔔 Customizing Notification Settings in Loop

The final paragraph addresses managing notifications in Microsoft Loop. The script mentions a daily email digest that summarizes tasks, mentions, and unread items. Users can toggle this feature on or off through their OneDrive notification settings to control the frequency and type of notifications they receive.

Keywords

💡Microsoft Loop

Microsoft Loop is a collaborative platform that integrates with other Microsoft 365 applications. It allows users to create, share, and collaborate on various content types such as pages, components, and tables. In the video, it is the central tool being discussed, with features such as accessing it from within Microsoft Teams and adding Loop components to OneNote being highlighted.

💡Microsoft Teams

Microsoft Teams is a communication and collaboration platform that combines chat, video conferencing, file storage, and application integration. The script mentions how Microsoft Loop can be accessed from within Teams, allowing for seamless integration between the two services.

💡Table of Contents

A table of contents is a list, usually found at the beginning of a document, that provides an overview of the document's sections with page numbers. In the video, the table of contents is used to navigate a product launch plan within Microsoft Loop, improving the document's navigability.

💡Headers

Headers are titles or headings used in documents to organize content into sections. The script describes how to use headers in Microsoft Loop to create a structured document and automatically generate a table of contents.

💡Collapsible Headers

Collapsible headers are a feature that allows sections of a document to be expanded or collapsed, helping to manage large documents more efficiently. The video script illustrates how to use collapsible headers in Microsoft Loop to organize and condense information.

💡Loop Components

Loop components are interactive elements that can be embedded in Microsoft Loop pages, such as tables, lists, and notes. The script explains how to add Loop components to OneNote and how they can be updated in real-time across different applications.

💡Comments

Comments are annotations or remarks that can be added to a document to provide feedback or additional information. The video demonstrates how to add comments to tables within Loop and how they can notify and engage team members.

💡Co-Pilot

Co-Pilot is an AI-powered feature that assists users in creating content drafts or describing content within Microsoft Loop. The script shows how Co-Pilot can generate a marketing avatar based on the content and user prompts, streamlining the content creation process.

💡Shared Locations

Shared locations in Microsoft Loop refer to the ability to link a page to multiple workspaces, ensuring that updates are reflected across all linked locations. The script explains how to add a page to a different workspace and how updates are synchronized.

💡Task Management

Task management involves the process of planning, organizing, and tracking tasks to ensure they are completed efficiently. In the video, task management in Microsoft Loop is discussed, including the use of task lists and integration with Microsoft Planner for assigning and tracking tasks.

💡Notifications

Notifications are alerts or messages that inform users of updates or actions required. The script discusses how Microsoft Loop sends daily emails summarizing tasks and mentions, and how users can manage these notifications through their OneDrive settings.

Highlights

Microsoft Loop can be accessed from within Microsoft Teams, integrating workspaces and components seamlessly.

A table of contents can be added to Microsoft Loop pages for better navigation.

Collapsible headers are available for organizing large documents in Microsoft Loop.

Loop components can be added to OneNote, enhancing cross-application functionality.

Real-time updates are possible with Loop components, ensuring everyone has the latest document version.

Comments can be added to tables within Loop, facilitating communication and collaboration.

A page can be created from a link in Loop, centralizing information from various sources.

Shared locations for pages allow for the addition of pages to different workspaces, maintaining live links for up-to-date resources.

Co-pilot in Loop assists in content creation, drafting, and description based on provided prompts.

Meetings in Microsoft Teams can be linked with Loop, creating collaborative notes for transparency and organization.

Meeting notes in Loop can be accessed and managed from a dedicated section, streamlining post-meeting follow-ups.

Tasks can be managed within Microsoft Loop using task lists, integrating with other apps like Microsoft Planner.

Notifications in Loop can be customized to avoid information overload, with options to toggle daily email digests.

Microsoft Loop's integration with Teams allows for pinning the app to the navigation menu for quick access.

Shortcut keys are provided for adding headings in Loop, streamlining the process of organizing content.

Loop components can be pasted into emails, allowing for dynamic and interactive communication.

Notifications from Loop are centralized, with options to manage them through OneDrive settings.

Microsoft Loop's features are designed to streamline collaboration and task management across various apps.

Transcripts

these are Microsoft Loop's top 10

features that you didn't know you needed

my personal favorite is tip number eight

I would love to know what yours is in

the comments below without further Ado

let's nerd out tip number one is how we

can now access loop from within

Microsoft teams so here we are within

teams and from the ellipses on the

bottom left we can search for loop from

here we can select the app and then now

we have all of our Loop workspaces loot

Pages as well as components available to

us without leaving the team's dashboard

which is great now I would also just

recommend right clicking on the icon and

then pinning it to the navigation menu

tip number two is how we can add a table

of contents into Microsoft lip at Amy's

animal shop we are getting ready for our

trendy dog back to school product line

launch and we have a product launch plan

here but it's a little difficult to

navigate so in order for us to insert a

table of contents we first need to add

some headers so if we select this text

and we'll see this quick access menu

appear and this H1 2 and three are

headings 1 2 and 3 but if we select the

ellipses then we can head on down to

headings and lists and then we have

these options here along with their

corresponding shortcut keys so Control

Alt one for heading one and so on now in

addition to these standard headers there

is also an option here to add

collapsable headers so this is really

great if you have a huge document and

you want to have headers that will

collapse the contents into it so that

you can consolidate your information in

our example I'm just going to go ahead

and select heading one then here select

the text Control Alt 2 I'll select this

text again and go Control Alt 3

do Control Alt 3 again and so now you

can see how these headers are coming

into play so if we want to add a table

of contents at the top here we'll just

make some space and then forward slash

and this is where all of those

components or elements of a loop page

can be added so if we just start to type

table then we'll see that there's a

standard table but we're looking for

that table of contents if we select that

then it's just automatically going to

populate based on the headers of this

page and then if we hover over any of

those items and we can easily select it

and it will bring us to that section tip

number three is how we can add Loop

components to one note Loop components

are a major benefit of using Microsoft

Loop so let's learn how to use these

effectively here we are within one note

and we are going to create a back to

school products list so what we need to

do is go to to insert and then Loop

components and you may notice that when

we press that forward slashin Loop a lot

of these items mirror the contents that

were there so in our case we want to add

a table we can just give this a title

we'll call it

products and we'll go items okay so now

that we have started to create our table

what we can do is just go ahead and copy

this component and then now we will send

it in an email to Mike say hi Mike going

to go contrl +v to paste that Loop

component and then click Send so here we

have that email that Mike has received

and he has that Loop component in there

so if he wants to add any new items to

this products list then he can simply go

ahead and select

new let's add some cute booties and

you'll notice here on the left hand side

that we can see that Mike is working in

this space and he'll just tap through

and those are going to be the cinnamon

color so we can see literally how these

update in real time and this just

ensures that you're always going to have

the most upto-date document or Loop

component because everyone is able to

update it in these different apps tip

number four is how we can add comments

to tables within Loop so here we have a

table for our upcoming fashion show and

we want to add a specific comment to

this scarf starf line item where Rue is

going to be the model now we can go

ahead and just right click in that cell

head on down to new comment or you can

do control shift

F2 but I find it particularly helpful to

hover over the line item and then go

open detail view from here this is going

to pull up all of the information for

that line item within your table when we

hover over any of these items we'll see

a little comment box appear when we

click on that then we have the comment

window pop up and I just want to tag

Mike so we're just going to start off by

pressing the at symbol and then we can

search for your coworker or whoever you

want to mention in this comment so that

they will be notified and then if you

are enjoying this video please consider

giving it a thumbs up is it really helps

me out and then now we will go into

Mike's Loop and see what that looks like

and from this main homepage we'll see

the top left here that he has a

notification so if he clicks on that

then the notifications pane is going to

pop up and the most recent one is the

one that I have just tagged him in so

when we click on that then it will

automatically take us to this table

where we have mentioned him and he'll

see the little comment here in that

purple little box and if he clicks on it

then he can easily just respond to that

comment and say great we're back in my

Loop now and under notification I also

have a little notification Bell if we

click on that then we can see that Mike

has replied to my comment now if you

remember Mike didn't actually tag me but

because I was the one that commented I

will automatically see notifications or

updates when people respond to my

comment tip number five is how we can

create a page from a link so what we

need to do this is an important step is

we need to select the workspace so that

these Pages within the workspace pop out

then we can go to this create new and

we'll see page but what we're looking

for is link from here we can just paste

a web URL or if you even have a document

within one drive then you can take the

link from there and then put it here so

mine is my YouTube channel we can see

that the text is automatically updated

which is pretty cool but you can even

decide to customize this further if you

like the option is yours so when we

click

add then we can see that there's that

little link icon and that my YouTube

channel has now been linked to this Loop

workspace so this is a great way to

provide all of your information into one

harmonized area tip number six is shared

locations for pages so let's say that we

want to add this back to school page to

a different

workspace we can hover over the page in

this page navigation ation menu and then

select the ellipses and from here we're

going to go to add to

workspace then this is where we'll

Define the workspace that we want to add

this page to so I will go ahead and

select

oswa you can go ahead and just open that

workspace here but I'm going to toggle

to it through these

arrows then we can see that that trendy

dog back to school line page has been

added to this workspace and you'll also

notice that it's got this little link

icon here meaning that it is linked so

if you're ever unsure where this is

linked to then to find that out we can

go up to this grid icon at the top which

is shared

locations we expand that then we'll see

that the source is Amy's animal shop now

here we have both of these workspaces

side by side have the oswa workspace as

well as the Amy animal shop workspace

and if we want to go ahead and update

anything on this page we can just type

update and we will see that it updates

across both workspaces so it is a live

link that is going to always provide

every workspace with the most up to-date

resource so there's no more versions

that you might be missing out on this is

going to be the document that everybody

is working on so it's a really cool

feature that streamlines your

collaboration and one final little tip

here if you ever want to remove that

link then we can just go ahead to the

ellipses and then go to remove link and

that's going to remove that page from

that shared location but if we go back

to Amy's animal shop the original

document is still there because that is

the source page tip number seven is how

we can use co-pilot in Loop I'm not

going to lie co-pilot did actually write

all of the content that is on this page

so let me show you how co-pilot Works in

Loop when we select anywhere on the page

then we will see a little co-pilot icon

on the right hand side or this draft

with co-pilot you can see that co-pilot

can help us create brainstorm draft a

blueprint or even describe content for

us and if you double click on a prompt

then it's going to generate another

prompt so these are just examples to get

your juices flowing but we have this

back to school line and we actually

don't even have an ideal marketing

target audience so let's ask co-pilot to

draft the marketing avatar for the back

to school line now what co-pilot is

going to be doing here it's going to be

reviewing the content from this page for

information taking the back to school

line that I provided and then it's also

going to be reviewing my prompt and it's

going to be generating an output based

on those two components

now C- pallet does require an additional

license but it is so helpful to have in

here and if you do want to check it I've

linked another video in the

description we can see here that

co-pilot has now gone ahead and added a

marketing avatar for the trendy dog back

to school line now this is beyond

anything that we could create on our own

within literally the seconds that it

took me to describe co-pilot to you but

you are going to need to tweak it as you

see fit but this is just a great way to

get the collaboration within your team

started using co-pilot and Microsoft

Loop tip number eight is how we can link

a meeting in Microsoft Loop so here I am

within teams in the calendar area and

I'm going to create a meeting I'm going

to add a title for the meeting as well

as invite my attendees and then at the

bottom here we have the ad meeting notes

when you expand that it is going to

create a loop

component that is called collaborative

notes so these are Loop notes linked to

this teams meeting you can go ahead and

start to add an agenda and you can start

to build out your meeting notes so these

are a great way to be transparent with

your team on the topics as well as

meeting notes and then followup tasks

now I want to show you what this looks

like when we're actually in the meeting

when you are in the meeting these

meeting or collaborative notes are on

the rightand navigation menu so this is

a great way for you to stay updated and

to update your notes as the meeting goes

on so that you don't fall

behind there is one important thing that

I recommend doing here as well which is

selecting the ellipses and going to that

shared locations so this is going to be

what we just covered so you can add

these meeting notes to a specific

workspace within Microsoft teams but if

you forget to do that there is another

new place that I want to show you where

you can easily access these back in Loop

if we go to meeting notes on the left

hand navigation menu then this will

bring up a list of all of your

collaborative notes from meetings within

Microsoft teams and we can see that

there's that fashion show collaborative

notes that we've just created there is

also a little handy calendar at the top

here where you can sort by dates or

weeks to filter down those meetings that

you can find what you are looking for

tip number nine is how we can manage

tasks within Microsoft Loop now one of

the common ways to assign tasks is

through a task list which if we search

for that here then this is going to pull

up this task list I'm going to contrl

zed to undo that because these follow-up

tasks are also a task list so if we

select add task then we can see that the

task list has appeared

and if we want to assign Mike a task

here we are in Mike's email and when you

assign somebody a task they will be send

an email by default for their settings

and we can see here that we can go to

the task or we can open it within

planner within teams or even planner for

the web so I'm going to open up the

planner within

teams and here we are within Mike's

planner within teams and we can see that

task card there so just for reference

you can easily locate these tasks that

you have been assigned for the task list

within my tasks and then assigned to me

and here we are that one is assigned MGA

task for the fashion show so this is

just a great way to harmonize task

management within Microsoft Loop into

other apps such as Microsoft planner or

even Microsoft Todo which leads us to

tip number 10 which is managing

notifications now Microsoft Loop has a

tendency to notify Us in so many places

and some people might find it a bit

overwhelming so one thing that Microsoft

Loop does is it sends you this start

your day email which will provide you

with an update on tasks and mentions

where you are assigned to as well as

unread items from over a day ago now if

you want to manage the notifications for

this email we can scroll on down to the

bottom and go to notification settings

these settings are actually managed

within your one drive notifications and

at the bottom here we're looking for

this email digest of all Loop app

notifications sent once daily so you can

toggle this honor off as per your

preference and if you want to check out

some new features with a Microsoft Loop

then I would highly recommend checking

out this other video here is there are a

ton of cool things