Mastering Microsoft Loop: Efficient Meeting Collaboration in Microsoft Teams

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Mastering Microsoft Loop: Efficient Meeting Collaboration in Microsoft Teams

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Күн бұрын

Learn how to streamline meeting collaboration using Microsoft Loop in Microsoft Teams with this in-depth tutorial by Shelley Fishel. Discover how to set agendas, assign tasks, and organize meeting notes effortlessly. Perfect for Personal Assistants, Executive Assistants, Virtual Assistants, and anyone leveraging Microsoft Teams for effective teamwork and productivity.
#MicrosoftLoop #MicrosoftTeams #MeetingCollaboration
Video Sections:
00:00:00 Microsoft Loop Component for Meeting Notes
00:01:36 Setting an Agenda in a Meeting
00:03:07 Utilizing Microsoft Teams for Meeting Collaboration
00:04:51 Collaborative Meeting Workflow Demonstration
00:07:00 Collaborative note-taking during a meeting
00:07:45 Using Microsoft Teams for Meeting Notes in Loop

Пікірлер: 15

@evalennartsson302 11 сағат бұрын

Can the Follow-up tasks be put direct in Planner?

@tomorrowsVA 11 сағат бұрын

Hello @evalennartsson302 - yes when you assign tasks you can choose to open them direct in Planner and it creates a Plan associated with that meeting

@evalennartsson302 9 сағат бұрын

⁠can I direct the tasks from my recurring meetingb to an already existing Plan for our management team? Tks

@evalennartsson302 11 сағат бұрын

If you have a recurring meeting and put in an agenda. The same agenda turns up in every meeting. Can you add different agendas for the different weeks? How do you manage that?

@tomorrowsVA 10 сағат бұрын

Great question and I will have to get back to you on that one.

@MezzoSoprano01 7 ай бұрын

This is so helpful, thank you! A couple of questions: - Can I tag everyone when assigning with an @ or do I have to do them separately? - Can I choose where my meeting data will be saved on onedrive?

@tomorrowsVA 7 ай бұрын

@MezzoSoprano01 thank you for your comment and questions and a Happy New Year to you . I have been testing out the options and in answer to your first question, at the moment you will have to atmention each person. I tried using the tags feature in Microsoft Teams but that does not work. In answer to your second question - your notes are stored in a folder called Meetings in your OneDrive and they are in fact a Loop component and as such open in Microsoft Loop. You can share them via Loop or via the Share option in OneDrive.

@MezzoSoprano01 7 ай бұрын

@@tomorrowsVA thank you! Happy New Year!

@yvonnecurley4691 6 ай бұрын

This is great. In my calendar I have the option to "add a loop component" but the options are not quite the same. I can add a list, either bulleted or numbered, tasks etc. but no meeting loop. Is this an add it I need to work with our IT department on? Just curious.

@tomorrowsVA 6 ай бұрын

Your IT department will need to enable Loop for this to work

@tomorrowsVA 6 ай бұрын

Meeting notes are in Teams Meetings - I didn't read your comment correctily....

@Pluralistguy-in3nt 4 ай бұрын

How does this work for repeat meetings? I have multiple weekly meetings with people in which most of the tasks are delegated. Is there a way to make sure the tasks set in the meeting this week are in the meeting loop for next week? Is there a way to see all tasks that were delegated by me?

@tomorrowsVA 4 ай бұрын

@pluralistguy-int3nt - When you set up a reucurring meeting you can set the agenda and tasks in the Loop component at the time of set up. If you add the tasks to the task list there, they appear in every instance of your recurring meeting. Hope that helps. The tasks will be added to a Plan in Microsoft Planner by the way

@Pluralistguy-in3nt 4 ай бұрын

@@tomorrowsVA Thank you. I tried that and it wasn't carrying actions forward. I then realised that if you set up a recurring meeting, but open any incident of it, by default it only edits that incident so actions remain only in that incident. You need to switch to "edit series" each time to ensure notes and actions carry forward.

@tomorrowsVA 4 ай бұрын

@@Pluralistguy-in3nt Thanks for that - will be helpful to others with the same question.