How to Improve Teams Meetings with Loop!

Step-by-Step Tutorial: How to Improve Teams Meetings with Microsoft Loop

1. Introduction to Microsoft Loop:

   • Microsoft Loop is a collaborative tool that can help you save time during meetings by streamlining the process of capturing meeting notes, actions, and content creation.

2. Scheduling a Meeting with Collaborative Notes:

   • In Microsoft Teams, go to your calendar and schedule a new meeting by selecting "New Meeting" in the top right corner.
   • Add the meeting subject and agenda by clicking on "Notes and Follow-up Tasks."
   • Fill in the agenda and additional information to prepare for the meeting.
   • You can choose to hide the meeting notes before sending out the invitation.
   • Once done, send the meeting invitation to participants.

3. Joining the Meeting and Accessing Meeting Notes:

   • Click on the meeting link to join the scheduled meeting.
   • During the meeting, the meeting notes tab will automatically display on the right-hand side, including agenda points and space to capture additional information like meeting notes and actions.
   • Check off agenda points live during the meeting and add meeting notes and actions using Microsoft Planner and Microsoft To-Do.

4. Sharing Meeting Notes and Minutes:

   • After the meeting, complete the minutes, actions, and other details.
   • The meeting invitation includes the agenda points, checked-off items, meeting notes, and follow-up tasks, which can be synchronized with Microsoft To-Do and Planner.

5. Enabling Loop Meeting Notes in Teams:

   • If meeting notes were not turned on from the Outlook invitation, you can select the "Notes" tab in Teams to access Loop Meeting Notes panel.
   • The Loop Meeting Notes panel captures agenda points, minutes, and actions, storing them in Microsoft Loop.

6. Sharing Meeting Notes in Teams and OneNote:

   • Copy the Loop component by selecting the "Copy Component" button.
   • Paste the meeting notes in a Teams post or OneNote page for easy sharing and reference.
   • Loop components can be shared across different apps, ensuring seamless collaboration and access to meeting content.

7. Enhancing Collaboration with Whiteboards:

   • Use Microsoft Whiteboard during meetings to brainstorm and collaborate effectively.
   • Insert Loop components such as voting tables, checklists, and progress trackers into the whiteboard to enhance collaboration and decision-making.
   • Copy the content created on the whiteboard and share it with colleagues in Microsoft Teams for further discussion and analysis.

8. Conclusion:

   • Microsoft Loop offers a range of features to improve collaborative notes, content creation, and sharing within Teams meetings.
   • Utilize Loop components to streamline meeting processes, save time, and enhance productivity during collaborative sessions.

By following these steps, you can leverage Microsoft Loop to enhance your Teams meetings and create a more efficient and collaborative meeting environment.