Teams Meeting Notes and Action Items using Loop

Teams Meeting Notes and Action Items using Loop - New 2023

Рет қаралды 11,665

Күн бұрын

Teams Meeting notes now use Loop components.
You get an Agenda checklist, Notes and Task list.
Now, post-meeting follow up is so much simpler and more effective.
Try it out.
00:00 - Introduction
00:15 - Create Agenda
00:39 - Mark agenda items
01:09 - Take notes together
01:28 - Action items
02:11 - Add other loop components
02:33 - Post-meeting visibility
02:58 - Meeting Chat
03:14 - In Planner
03:30 - My tasks across meetings
04:30 - Call to action
04:50 - Audit trail - who changed what
05:54 - Recurring meeting notes
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Пікірлер: 58

@jerryjohns7358 9 ай бұрын

GREAT VIDEO; YOUR PRESENTATION STYLE (DIRECT, INFORMATIVE, CLEAR) IS FANTASTIC. Yes, I wanted to shout that. :)

@efficiency365 9 ай бұрын

Thanks @jerryjohns7358 Check out my other best practices videos as well. Efficient Tasks Management - kzfaq.info/get/bejne/rLJ2o7qHy7vKgWw.html Teams Meeting - Agenda, Action Points, Notes - kzfaq.info/get/bejne/oZaka8Kes9GxdKs.html Microsoft Teams - 15 Best Practices - kzfaq.info/get/bejne/jZ6FmduQ39SvqH0.html OneDrive Best Practices Part 1 - kzfaq.info/get/bejne/ep2Kpcmhzb2YpqM.html Part 2 - kzfaq.info/get/bejne/pKyoabyC3cmRkmg.html Smart and Effective Email - 5 powerful ways - kzfaq.info/get/bejne/bLR1ebZ-1q7LgXk.html Outlook Calendar Best Practices : Part 1 - kzfaq.info/get/bejne/feCjhNGWyNClgaM.html and Part 2 - kzfaq.info/get/bejne/pseUfqtp3tmZc6c.html OneNote - Best Practices - kzfaq.info/get/bejne/o5NkdLxiyLPNaKc.html Microsoft 365 Best Practices - kzfaq.info/get/bejne/obxzkryUsZuzkok.html Cheers. Doc.

@MrFgibbons 4 ай бұрын

Wow! This is the second video I've watched from Dr Nitin, and he just packs so much useful information into them, it's astonishing. They've rolled out "new" Teams at work, with loop, and all that other stuff, but the training has been very focused on people who RUN meetings (i.e., admins, running large corporate meetings, planned months in advance, with 100's or 1000's of attendees), with a heavy focus on polls and content management (muting the audience, etc.). That's a particular kind of meeting (one-to-many). But Dr Nitin is giving advice for people who are actually IN (moderately sized) meetings, trying to make decisions, move projects forward, keep track of decisions/actions/discussions. It's really powerful stuff. I'm subscribed!

@efficiency365 4 ай бұрын

Thanks @MrFgibbons for subscribing. Feel free to suggest topics for videos. Check out my other best practices videos as well. Efficient Tasks Management - kzfaq.info/get/bejne/rLJ2o7qHy7vKgWw.html Task Apps Comparison: kzfaq.info/get/bejne/jM-Hfayrsra1ips.html Microsoft Teams Meetings - 16 Best Practices - kzfaq.info/get/bejne/oplyqdRerpbMqWg.html Microsoft Teams - 15 Best Practices - kzfaq.info/get/bejne/jZ6FmduQ39SvqH0.html OneDrive Best Practices Part 1 - kzfaq.info/get/bejne/ep2Kpcmhzb2YpqM.html Part 2 - kzfaq.info/get/bejne/pKyoabyC3cmRkmg.html Smart and Effective Email - 5 powerful ways - kzfaq.info/get/bejne/bLR1ebZ-1q7LgXk.html Outlook Calendar Best Practices : Part 1 - kzfaq.info/get/bejne/feCjhNGWyNClgaM.html and Part 2 - kzfaq.info/get/bejne/pseUfqtp3tmZc6c.html OneNote - Best Practices - kzfaq.info/get/bejne/o5NkdLxiyLPNaKc.html Microsoft 365 Best Practices - kzfaq.info/get/bejne/obxzkryUsZuzkok.html Cheers. Doc.

@SimSwitz 11 ай бұрын

Great!

@efficiency365 11 ай бұрын

Thanks @SimSwitz. Check out my other best practices videos as well. Efficient Tasks Management - kzfaq.info/get/bejne/rLJ2o7qHy7vKgWw.html Microsoft Teams - 15 Best Practices - kzfaq.info/get/bejne/jZ6FmduQ39SvqH0.html OneDrive Best Practices kzfaq.info/get/bejne/ep2Kpcmhzb2YpqM.html Smart and Effective Email - 5 powerful ways - kzfaq.info/get/bejne/bLR1ebZ-1q7LgXk.html Outlook Calendar Best Practices : Part 1 - kzfaq.info/get/bejne/feCjhNGWyNClgaM.html and Part 2 - kzfaq.info/get/bejne/pseUfqtp3tmZc6c.html OneNote - Best Practices - kzfaq.info/get/bejne/o5NkdLxiyLPNaKc.html Microsoft 365 Best Practices - kzfaq.info/get/bejne/obxzkryUsZuzkok.html Word Tables Best Practices - The ultimate guide - kzfaq.info/get/bejne/q8t7dqups7uzm3U.html Cheers. Doc.

@antht1306 11 ай бұрын

Superb thanks, was trying to understanding this new function this morning and you explained it very well. Will check out your other videos.

@efficiency365 11 ай бұрын

Thanks @antht1306. Check out my other best practices videos as well. Efficient Tasks Management - kzfaq.info/get/bejne/rLJ2o7qHy7vKgWw.html Microsoft Teams - 15 Best Practices - kzfaq.info/get/bejne/jZ6FmduQ39SvqH0.html OneDrive Best Practices kzfaq.info/get/bejne/ep2Kpcmhzb2YpqM.html Smart and Effective Email - 5 powerful ways - kzfaq.info/get/bejne/bLR1ebZ-1q7LgXk.html Outlook Calendar Best Practices : Part 1 - kzfaq.info/get/bejne/feCjhNGWyNClgaM.html and Part 2 - kzfaq.info/get/bejne/pseUfqtp3tmZc6c.html OneNote - Best Practices - kzfaq.info/get/bejne/o5NkdLxiyLPNaKc.html Microsoft 365 Best Practices - kzfaq.info/get/bejne/obxzkryUsZuzkok.html Word Tables Best Practices - The ultimate guide - kzfaq.info/get/bejne/q8t7dqups7uzm3U.html Cheers. Doc.

@diob450 Жыл бұрын

Hi, between you and Kevin Stravert, my understanding of Office365 tools has really gone up. Thank you for your videos!!! Do you think MS will implement databases in Loop like Notion?

@efficiency365 Жыл бұрын

Thanks @diob450 I don't know for sure. But I would not mix formal data structures with collaborative data structures. So, in my opinion, Loop should not include a database. On a generic note, comparing ONE product of some vendor with ONE product from Microsoft is not appropriate. That is because Microsoft is a platform. Many essential things are pre-integrated. Individual apps are successful because of a key idea. But most other components are either an after-thought or are patched later to fulfil security / compliance gaps. Lot of content available in social media covers specific products, trending topics or new features. That leads to more confusion rather than education. Check out my best practices videos to see how the platform integration transforms your efficiency - if used the right way. Efficient Tasks Management - kzfaq.info/get/bejne/rLJ2o7qHy7vKgWw.html Microsoft Teams - 15 Best Practices - kzfaq.info/get/bejne/jZ6FmduQ39SvqH0.html Smart and Effective Email - 5 powerful ways - kzfaq.info/get/bejne/bLR1ebZ-1q7LgXk.html Outlook Calendar Best Practices : Part 1 - kzfaq.info/get/bejne/feCjhNGWyNClgaM.html and Part 2 - kzfaq.info/get/bejne/pseUfqtp3tmZc6c.html OneNote - Best Practices - kzfaq.info/get/bejne/o5NkdLxiyLPNaKc.html Microsoft 365 Best Practices - kzfaq.info/get/bejne/obxzkryUsZuzkok.html Word Tables Best Practices - The ultimate guide - kzfaq.info/get/bejne/q8t7dqups7uzm3U.html Cheers. Doc.

@user-fb6pg3qv9q 5 ай бұрын

thank you for the the tips! Will comments in the chat after the meeting has ended carry forward? And is there a way hide the follow up/action items?

@efficiency365 5 ай бұрын

Thanks @user-fb6pg3qv9q No way to hide action items. Of course you can delete the component or move it somewhere else. In any case, the action items are visible only to people who were invited for the meeting. Why would you like to hide them? Check out my other best practices videos as well. Efficient Tasks Management - kzfaq.info/get/bejne/rLJ2o7qHy7vKgWw.html Task Apps Comparison: kzfaq.info/get/bejne/jM-Hfayrsra1ips.html Microsoft Teams Meetings - 16 Best Practices - kzfaq.info/get/bejne/oplyqdRerpbMqWg.html Microsoft Teams - 15 Best Practices - kzfaq.info/get/bejne/jZ6FmduQ39SvqH0.html OneDrive Best Practices Part 1 - kzfaq.info/get/bejne/ep2Kpcmhzb2YpqM.html Part 2 - kzfaq.info/get/bejne/pKyoabyC3cmRkmg.html Smart and Effective Email - 5 powerful ways - kzfaq.info/get/bejne/bLR1ebZ-1q7LgXk.html Outlook Calendar Best Practices : Part 1 - kzfaq.info/get/bejne/feCjhNGWyNClgaM.html and Part 2 - kzfaq.info/get/bejne/pseUfqtp3tmZc6c.html OneNote - Best Practices - kzfaq.info/get/bejne/o5NkdLxiyLPNaKc.html Microsoft 365 Best Practices - kzfaq.info/get/bejne/obxzkryUsZuzkok.html Cheers. Doc.

@londonengland2309 Жыл бұрын

Thank you very much indeed. Is it possible to do a video on document management on Sharepoint/teams please? Some suggest folders are still good to use, some recommend flat approach like I do but not sure what you would suggest😮

@efficiency365 Жыл бұрын

Thanks @londonengland2309. OneDrive, Teams are also SharePoint behind-the-scenes. I will certainly create a video on File Management Best Practices soon. Many of these best practices are covered in this video: Microsoft Teams - 15 Best Practices - kzfaq.info/get/bejne/jZ6FmduQ39SvqH0.html Create folders intuitively. Whatever has been working for you so far is fine. Just use OneDrive, Teams or SharePoint depending upon the context. Also install the Everything app on Windows. It is an amazing tool for lightening fast file search. Watch this video: kzfaq.info/get/bejne/nZlkmJae3Jzdqac.html Efficient Tasks Management - kzfaq.info/get/bejne/rLJ2o7qHy7vKgWw.html Smart and Effective Email - 5 powerful ways - kzfaq.info/get/bejne/bLR1ebZ-1q7LgXk.html Outlook Calendar Best Practices : Part 1 - kzfaq.info/get/bejne/feCjhNGWyNClgaM.html and Part 2 - kzfaq.info/get/bejne/pseUfqtp3tmZc6c.html OneNote - Best Practices - kzfaq.info/get/bejne/o5NkdLxiyLPNaKc.html Microsoft 365 Best Practices - kzfaq.info/get/bejne/obxzkryUsZuzkok.html Word Tables Best Practices - The ultimate guide - kzfaq.info/get/bejne/q8t7dqups7uzm3U.html Cheers. Doc.

@dewprakash 6 ай бұрын

is it possible to embed meeting participant list in Meeting Notes of Loop? like it happens when you do "send to OneNote" from outlook to create meeting notes page in OneNote?

@efficiency365 5 ай бұрын

Thanks @dewprakash You use the new notes feature using Loop for shared Teams Meeting notes. If you want to connect notes with OneNote, watch this video - How to link Notes to Meeting - #onenote #outlook @efficiency365 - kzfaq.info/get/bejne/p7lghc6Sq9GZfZc.html Check out my other best practices videos as well. Efficient Tasks Management - kzfaq.info/get/bejne/rLJ2o7qHy7vKgWw.html Task Apps Comparison: kzfaq.info/get/bejne/jM-Hfayrsra1ips.html Microsoft Teams Meetings - 16 Best Practices - kzfaq.info/get/bejne/oplyqdRerpbMqWg.html Microsoft Teams - 15 Best Practices - kzfaq.info/get/bejne/jZ6FmduQ39SvqH0.html OneDrive Best Practices Part 1 - kzfaq.info/get/bejne/ep2Kpcmhzb2YpqM.html Part 2 - kzfaq.info/get/bejne/pKyoabyC3cmRkmg.html Smart and Effective Email - 5 powerful ways - kzfaq.info/get/bejne/bLR1ebZ-1q7LgXk.html Outlook Calendar Best Practices : Part 1 - kzfaq.info/get/bejne/feCjhNGWyNClgaM.html and Part 2 - kzfaq.info/get/bejne/pseUfqtp3tmZc6c.html OneNote - Best Practices - kzfaq.info/get/bejne/o5NkdLxiyLPNaKc.html Microsoft 365 Best Practices - kzfaq.info/get/bejne/obxzkryUsZuzkok.html Cheers. Doc.

@juliemcg6935 9 ай бұрын

Do you add the loop components for agenda to the reoccurrence or the occurrence tab?

@efficiency365 9 ай бұрын

The same loop component carries forward across recurrences.

@kitesurfingtravels3522 8 ай бұрын

Thank you Dr. Nitin. i wonder if using Teams note taking feature is where i can add tasks with loop components can be transferred from a colleague that left the company to other new member and allow to get up to speed quickly or it is better to transfer those tasks eventually with a power automate flow to a company sharepoint list? My concern is in my company where we manage more than 300 projects worldwide with many project managers across continents, if a resource leave or change roles, is how to transfer information in a most productive way without needs of PC backups, etc. Anyway great contents and extremely helpful videos

@efficiency365 8 ай бұрын

Thanks @kitesurfingtravels3522 You must use Project Online Plan 3 for project managers and Plan 1 for all resources. Loop / To Do / Planner are for ad-hoc tasks with no links. There is no way to consolidate and get an org-wide view. MS Project is the right tool for this. Check out my other best practices videos as well. Efficient Tasks Management - kzfaq.info/get/bejne/rLJ2o7qHy7vKgWw.html Task Apps Comparison: kzfaq.info/get/bejne/jM-Hfayrsra1ips.html Teams Meeting - Agenda, Action Points, Notes - kzfaq.info/get/bejne/oZaka8Kes9GxdKs.html Microsoft Teams - 15 Best Practices - kzfaq.info/get/bejne/jZ6FmduQ39SvqH0.html OneDrive Best Practices Part 1 - kzfaq.info/get/bejne/ep2Kpcmhzb2YpqM.html Part 2 - kzfaq.info/get/bejne/pKyoabyC3cmRkmg.html Smart and Effective Email - 5 powerful ways - kzfaq.info/get/bejne/bLR1ebZ-1q7LgXk.html Outlook Calendar Best Practices : Part 1 - kzfaq.info/get/bejne/feCjhNGWyNClgaM.html and Part 2 - kzfaq.info/get/bejne/pseUfqtp3tmZc6c.html OneNote - Best Practices - kzfaq.info/get/bejne/o5NkdLxiyLPNaKc.html Microsoft 365 Best Practices - kzfaq.info/get/bejne/obxzkryUsZuzkok.html Cheers. Doc.

@kitesurfingtravels3522 7 ай бұрын

@@efficiency365 thank you. I will send you a mail if you are available for a remote training with my team

@efficiency365 7 ай бұрын

Sure. Send mail on askdoc@maxoffice.co pls

@afthabbadimoole9102 8 ай бұрын

Great video! I dont see meeting notes/action items carried from previous recurring meetings. Is this feature still being rolled out?

@efficiency365 8 ай бұрын

Thanks @afthabbadimoole9102 Try it on browser version of Teams. I have tested and it works. If any problem, talk to your IT team. Check out my other best practices videos as well. Efficient Tasks Management - kzfaq.info/get/bejne/rLJ2o7qHy7vKgWw.html Task Apps Comparison: kzfaq.info/get/bejne/jM-Hfayrsra1ips.html Teams Meeting - Agenda, Action Points, Notes - kzfaq.info/get/bejne/oZaka8Kes9GxdKs.html Microsoft Teams - 15 Best Practices - kzfaq.info/get/bejne/jZ6FmduQ39SvqH0.html OneDrive Best Practices Part 1 - kzfaq.info/get/bejne/ep2Kpcmhzb2YpqM.html Part 2 - kzfaq.info/get/bejne/pKyoabyC3cmRkmg.html Smart and Effective Email - 5 powerful ways - kzfaq.info/get/bejne/bLR1ebZ-1q7LgXk.html Outlook Calendar Best Practices : Part 1 - kzfaq.info/get/bejne/feCjhNGWyNClgaM.html and Part 2 - kzfaq.info/get/bejne/pseUfqtp3tmZc6c.html OneNote - Best Practices - kzfaq.info/get/bejne/o5NkdLxiyLPNaKc.html Microsoft 365 Best Practices - kzfaq.info/get/bejne/obxzkryUsZuzkok.html Cheers. Doc.

@user-lc7qb3cr3j 3 ай бұрын

My meeting notes are not showing up in the recurring meetings as you described. Is there a setting or a particular way to set them up so make sure they carry through all meetings occurrences?

@efficiency365 2 ай бұрын

Thanks @user-lc7qb3cr3j Make sure you use the loop component for notes. It works absolutely fine. All agenda items, notes and action items automatically carry forward. Create a sample daily recurring meeting with four recurrences and test it out. Check out my other best practices videos as well. Efficient Tasks Management 2024 - kzfaq.info/get/bejne/erCTq7Ol2pPWk5s.html Microsoft Teams Meetings - 16 Best Practices - kzfaq.info/get/bejne/oplyqdRerpbMqWg.html Microsoft Teams - 15 Best Practices - kzfaq.info/get/bejne/jZ6FmduQ39SvqH0.html OneDrive Best Practices Part 1 - kzfaq.info/get/bejne/ep2Kpcmhzb2YpqM.html Part 2 - kzfaq.info/get/bejne/pKyoabyC3cmRkmg.html Smart and Effective Email - 5 powerful ways - kzfaq.info/get/bejne/bLR1ebZ-1q7LgXk.html Outlook Calendar Best Practices : Part 1 - kzfaq.info/get/bejne/feCjhNGWyNClgaM.html and Part 2 - kzfaq.info/get/bejne/pseUfqtp3tmZc6c.html OneNote - Best Practices - kzfaq.info/get/bejne/o5NkdLxiyLPNaKc.html Microsoft 365 Best Practices - kzfaq.info/get/bejne/obxzkryUsZuzkok.html Cheers. Doc.

@unplannedvoyage8865 2 ай бұрын

Hi Sir, I need an excel sheet ( Not a google sheet ) to assign and track my teams workflows . Could you please suggest the best way or any video available. Thanks.

@efficiency365 2 ай бұрын

Thanks @unplannedvoyage8865 DO NOT use Excel for task tracking. Efficient Tasks Management 2024 - kzfaq.info/get/bejne/erCTq7Ol2pPWk5s.html Check out my other best practices videos as well. Microsoft Teams Meetings - 16 Best Practices - kzfaq.info/get/bejne/oplyqdRerpbMqWg.html Microsoft Teams - 15 Best Practices - kzfaq.info/get/bejne/jZ6FmduQ39SvqH0.html OneDrive Best Practices Part 1 - kzfaq.info/get/bejne/ep2Kpcmhzb2YpqM.html Part 2 - kzfaq.info/get/bejne/pKyoabyC3cmRkmg.html Smart and Effective Email - 5 powerful ways - kzfaq.info/get/bejne/bLR1ebZ-1q7LgXk.html Outlook Calendar Best Practices : Part 1 - kzfaq.info/get/bejne/feCjhNGWyNClgaM.html and Part 2 - kzfaq.info/get/bejne/pseUfqtp3tmZc6c.html OneNote - Best Practices - kzfaq.info/get/bejne/o5NkdLxiyLPNaKc.html Microsoft 365 Best Practices - kzfaq.info/get/bejne/obxzkryUsZuzkok.html Cheers. Doc.

@jay_vorani Жыл бұрын

Need to switch my corporate device to Windows soon. Hate how Mac version of MS office is missing some of the basic features. For e.g., no ToDo in Outlook 😫

@efficiency365 Жыл бұрын

Use browser and mobile version. Even the To Do shown in Outlook desktop version is just a browser render.

@diazado1 10 ай бұрын

Excellent😀 . One question: I do not see the Notes continuing in the subsequent instances of a recurring meeting?

@efficiency365 10 ай бұрын

Thanks @diazado1 Agenda, Notes and Tasks carry forward across instances of recurring meetings automatically. This happens by default. Is that not working for you? Create a fresh new recurring meeting in Teams Calendar (not Outlook calendar) and try it out. Check out my other best practices videos as well. Efficient Tasks Management - kzfaq.info/get/bejne/rLJ2o7qHy7vKgWw.html Microsoft Teams - 15 Best Practices - kzfaq.info/get/bejne/jZ6FmduQ39SvqH0.html OneDrive Best Practices Part 1 - kzfaq.info/get/bejne/ep2Kpcmhzb2YpqM.html Part 2 - kzfaq.info/get/bejne/pKyoabyC3cmRkmg.html Smart and Effective Email - 5 powerful ways - kzfaq.info/get/bejne/bLR1ebZ-1q7LgXk.html Outlook Calendar Best Practices : Part 1 - kzfaq.info/get/bejne/feCjhNGWyNClgaM.html and Part 2 - kzfaq.info/get/bejne/pseUfqtp3tmZc6c.html OneNote - Best Practices - kzfaq.info/get/bejne/o5NkdLxiyLPNaKc.html Microsoft 365 Best Practices - kzfaq.info/get/bejne/obxzkryUsZuzkok.html Cheers. Doc.

@Brambleside1964 4 ай бұрын

@@efficiency365 Doesn't work for me either - colleague and I made several attempts to get this to work. :(

@isaiahjberg 11 ай бұрын

Is there an easy way to manage weekly, recurring meetings, with a consistent agenda, and an easy way to reference past weekly meetings, their action items, and discussion points? We use EOS as a management philosophy in my company, and would love to leverage some of this new Microsoft technology, but we are afraid of losing some the task and decision queries we have currently in Confluence, Atlassian’s knowledge base software. I would love to be able to host a weekly meeting, and immediately access the recap from last week, and see the status of all of the To Dos assigned last week that are due today. Hope that makes sense! Really appreciate your content.

@efficiency365 11 ай бұрын

Thanks @isaiahjberg. The Task list added as a loop component in meeting carries forward for recurring meetings. That is exactly what you want. Try it out and let me know if it works for you. Check out my other best practices videos as well. Efficient Tasks Management - kzfaq.info/get/bejne/rLJ2o7qHy7vKgWw.html Microsoft Teams - 15 Best Practices - kzfaq.info/get/bejne/jZ6FmduQ39SvqH0.html Smart and Effective Email - 5 powerful ways - kzfaq.info/get/bejne/bLR1ebZ-1q7LgXk.html Outlook Calendar Best Practices : Part 1 - kzfaq.info/get/bejne/feCjhNGWyNClgaM.html and Part 2 - kzfaq.info/get/bejne/pseUfqtp3tmZc6c.html OneNote - Best Practices - kzfaq.info/get/bejne/o5NkdLxiyLPNaKc.html Microsoft 365 Best Practices - kzfaq.info/get/bejne/obxzkryUsZuzkok.html Word Tables Best Practices - The ultimate guide - kzfaq.info/get/bejne/q8t7dqups7uzm3U.html Cheers. Doc.

@isaiahjberg 11 ай бұрын

@@efficiency365 - thank you! Just started playing with Loop and very excited to see Microsoft building a product to compete with Notion / Coda / etc. - really appreciate your sharing your knowledge!

@efficiency365 11 ай бұрын

Thanks. Watch this video about Loop - Loop Q & A In Outlook - Stop The Mail Trail - kzfaq.info/get/bejne/eLloZaxjlazYc6M.html

@alexmilesg3 11 ай бұрын

What it is not clear to me is how we keep track of the execution of tasks assigned during a meeting. They will be tracked in the loop, but in an organization with many meetings per day, it becomes impossible for a manager to track tasks they assigned during a meeting...if they have to go through every single meeting loop. So, how do we track such tasks?

@efficiency365 11 ай бұрын

Thanks @alexmilesg3. That is a very good question. The short answer is - there is no centralized way. Why? Because each Loop Task List is associated with specific meeting. Having said that, if you have a recurring meeting, the same task list will carry forward. If you want a central task list for a project or any initiative that is long-term, create a Team and add Planner Task list. This is a shared task list on a per-project basis. Have a look at the Task Management Best Practices video for details - kzfaq.info/get/bejne/rLJ2o7qHy7vKgWw.html Again, you will need a consolidated view across projects. But that is not available. If you really want a auto-consolidated view across all portfolios and projects, you need to use Microsoft Project Online Plan 2. It is the most structured, unified, integrated and brilliant way to manage all types of tasks by project, bucket, initiative, priority, department and more. Sadly, very few customers use it properly (globally). Incidentally, it is NOT a part of Microsoft 365 and needs to be purchased separately. Check out my other best practices videos as well. Microsoft Teams - 15 Best Practices - kzfaq.info/get/bejne/jZ6FmduQ39SvqH0.html OneDrive Best Practices kzfaq.info/get/bejne/ep2Kpcmhzb2YpqM.html Smart and Effective Email - 5 powerful ways - kzfaq.info/get/bejne/bLR1ebZ-1q7LgXk.html Outlook Calendar Best Practices : Part 1 - kzfaq.info/get/bejne/feCjhNGWyNClgaM.html and Part 2 - kzfaq.info/get/bejne/pseUfqtp3tmZc6c.html OneNote - Best Practices - kzfaq.info/get/bejne/o5NkdLxiyLPNaKc.html Microsoft 365 Best Practices - kzfaq.info/get/bejne/obxzkryUsZuzkok.html Word Tables Best Practices - The ultimate guide - kzfaq.info/get/bejne/q8t7dqups7uzm3U.html Cheers. Doc.

@diazado1 10 ай бұрын

@@efficiency365 I can't seem to make the task list carry forward from one meeting to the next in my recurring meeting.

@Coatsey007 11 ай бұрын

Great videos and many thanks for your time in sharing this. To Microsoft I would frustratingly say, the first rule of software dev is UI, keep it the same for all platforms. What you show is not available in an OSX environment. Apologies to Microsoft, I stand corrected. Not the case however with Outlook, it has a different UI in Windows, Web, OSX and iOS. It makes me look at other solutions that obey the 1st rule of the same UI regardless of the platform, things like SalesForce, Notion and others. Shame when you assign to a Team the ability to add Loop Components disappears.

@efficiency365 11 ай бұрын

Thanks @Coatsey for the feedback and encouragement. Cross-platform feature parity does not seem likely - whatever the reasons might be. If it had to happen it would have happened anytime during the last 3 decades of Office. Having said that, yes other options are there. No doubt. However, it is not about individual application comparison. It is the integration that counts. And in my opinion that is (and has been) the key benefit of Microsoft. IE to Netscape to Chrome to Edge and now Edge with Bing ChatGPT, - Individual ups and downs will keep happening. But the overall integration is still there - and that does not happen by accident. Despite knowing that Office features are grossly unnoticed (and therefore underutilized), Microsoft still adds more features. That is unwavering user focus - in my opinion. You may like my thought provoking podcast series : kzfaq.info/sun/PL-UPeBWRvha2J1sMDMMwl3BDeFzK0sZk1 Check out my other best practices videos as well. Efficient Tasks Management - kzfaq.info/get/bejne/rLJ2o7qHy7vKgWw.html Microsoft Teams - 15 Best Practices - kzfaq.info/get/bejne/jZ6FmduQ39SvqH0.html OneDrive Best Practices kzfaq.info/get/bejne/ep2Kpcmhzb2YpqM.html Smart and Effective Email - 5 powerful ways - kzfaq.info/get/bejne/bLR1ebZ-1q7LgXk.html Outlook Calendar Best Practices : Part 1 - kzfaq.info/get/bejne/feCjhNGWyNClgaM.html and Part 2 - kzfaq.info/get/bejne/pseUfqtp3tmZc6c.html OneNote - Best Practices - kzfaq.info/get/bejne/o5NkdLxiyLPNaKc.html Microsoft 365 Best Practices - kzfaq.info/get/bejne/obxzkryUsZuzkok.html Word Tables Best Practices - The ultimate guide - kzfaq.info/get/bejne/q8t7dqups7uzm3U.html Cheers. Doc.

@Coatsey007 11 ай бұрын

I have since amended my comment and taken out my frustration that you so eloquently helped me with.

@efficiency365 11 ай бұрын

Thanks @Coatsey 🙏 Appreciate your open and adaptive approach. I am worried about Outlook specifically and all other Office tools in general. Maximum number of features are on Windows desktop versions of the apps. However, in recent times, I see a concerted effort towards reducing features. Minimizing the UI and the capabilities is regressive. It is possible that it stems from a combination of reasons: 1. Despite having the maximum feature set on Windows, just 0.1 % of features are (mis)used 2. Instead of thinking of features as solutions and trying to discover the needs behind them, most people criticise these tools as bloatware, feature explosion, nonintuitive, clutttered and so on. Therefore, rather than adding more features - that are almost guaranteed not to be noticed - might as well address the long-standing criticism. 3. Many Windows specific features cannot be implemented on browser versions. This leads to sustained disparity. If we have less features - the disparity also reduces. In either case, removing useful features because nobody notices and uses them is a defeatist way of handling the situation. The obvious solution is to educate people. But how do you teach 14000+ features to 1 billion people? No easy path there. Hence we are where we are. And I don't think there is much we can do about it. That is why my approach is to learn every feature, find out its original and intended use case. Map it to business / work context and put it forward in public. I am trying to find a way to reach all the billion+ users of the platform ... Any ideas and thoughts are most welcome. Cheers. Doc.

@wilynthevale Жыл бұрын

I cannot find the loop component when creating a new Teams meeting. Also, when i use loop component to create task assignment in Teams chat, it doesn't get sync up with Outlook Tasks. Could it be the IT policy restricting the integration?

@efficiency365 Жыл бұрын

Try creating meeting in Browser version of Teams. Tasks in chat will be visible in To Do app. Assigned To Me

@wilynthevale Жыл бұрын

@@efficiency365 I cannot find loop component in browser version of teams too. I tried to insert loop component in chat and assigned the task. But it didn't appear in to do app.

@efficiency365 Жыл бұрын

Check if IT has disabled it. Loop tasks should appear in To Do app. Open To Do app on browser. Not in Outlook To Do list.

@sanjivkumarverma9121 Жыл бұрын

Is this avaiable in Standard teams or Premium version?

@efficiency365 Жыл бұрын

Standard. Loop is available across Teams, Outlook, Word and by itself.

@SDMihindukula Жыл бұрын

"Agenda" section not available in new meeting creation. How to configure it?

@efficiency365 Жыл бұрын

Try it on browser version of Teams. It is available. Update the desktop version.

@traviswolfe1491 Жыл бұрын

That loop component doesn't show up when I create a meeting. Is there a setting I need to add so it shows up when creating a meeting?

@efficiency365 Жыл бұрын

Update Teams app. Or try the browser version.

@surbhimehta3763 Жыл бұрын

@@efficiency365 I have a similar issue, doesnt show up even in browser version

@efficiency365 Жыл бұрын

If you have Office 365 subscription, Loop components are generally available as a part of Teams. May be the rollout is taking some time. Pls check after a few days. Also check with your IT team if they have disabled the feature.