Yeah, this is the scenario that we're also struggling with. When we've tried to setup the Loop component as recurring, it basically copies the same Agenda/Notes/Tasks every week, which isn't what we want.
Thanks for the great demo! Very helpful! Do you have a video on how to tie/link the tasks with Planner? Our Team mtg generally discusses several projects that all have their own Plans. I looked at the Task List Rules, but I don't think I have my task list set up correctly. Do you have recommendations on using the "rules"?
Scott, great video. I have been using this for the past couple months. Any suggestions for how to track all of the captured action items in your meetings? I as a project manager of multiple simultaneous projects love the ability to assign actions during the meeting. However, I find it difficult to track them and follow up with people I assigned actions to. The actions are in their todo list, but I have to open every past meeting to see if the actions are completed. Copying the all to OneNote just seems more work than needed.
One solution could be, to copy the link of your individual project planners into Loop. You can find the link in the browser version of Planner if you click the 3 dots next to Board, Shedule, ... . If you paste this into Loop, it will show the planner that is assigned to the team instead of the integrated Loop planner.
In one of my workspace I have a page for weekly meeting. And one sub page for each meeting. I created a page template to create a new agenda each week. It is not directly inside teams but it is working fine for us.
@Carlosflores85 at around 9:10 Scott talks about using the Meeting chat. I created a template component that I copy the entries (not the component itself) and paste each week. I update the date and go from there.
I have a couple questions: 1. What happens to the meeting notes if a recurrence meeting is deleted? 2. As the Loop meeting notes is stored on the meeting owners OneDrive, what happens to the meeting notes that where shared with others if the meeting owner's account is deleted? Will the people who the notes were shared with still have access?
But if the team already has a planner where todo etc are stored. When making a new meeting from a channel the loop agenda can't be added. So how do we connect the loop agendas to do with the team planner? So the method should be? 1. Create a meeting with a channel connected 2. During the meeting with loop create new to do that syncs with the channels planner app. Can't this method to work.
Hmm. It’s still very confusing how and what you can share from Loop with external people and meeting participants. I can’t see another orgs agenda and they can’t see my orgs agenda. That is not a great experience. About half of all my meetings have external participants. And with shared channels in teams is is there possible to share Loop components that way?
At the moment, Loop components cannot be shared with Externals and this provides that problem. However it’s not long now until Loop is available to share externally, and it uses Sharing Links in SharePoint to do this - so there will be a solution soon and as soon as it’s released, I’ll cover it in a tutorial and see how it works with Meeting Notes 😁
Thanks Darrell! 😃 It was a welcome change in creating a new tutorial on Loop, it felt like it had been a while since I last went into Loop and I always think it’s a cool topic to cover 😄
I record/transcribe then use copilot generated tasks to populate loop. Not perfect but very close; we have gotten into the habit of saying at the end of themerting, hey copilot “these are the main tasks and whom they re assigned to”
Great Information! One question what’s happening when the User who has created the Loop Component, leave the Company?
We have several weekly meetings.. how we do set these up so we have a rolling set of minutes and a continues agenda?
Yeah, this is the scenario that we're also struggling with. When we've tried to setup the Loop component as recurring, it basically copies the same Agenda/Notes/Tasks every week, which isn't what we want.
Thanks for the great demo! Very helpful! Do you have a video on how to tie/link the tasks with Planner? Our Team mtg generally discusses several projects that all have their own Plans. I looked at the Task List Rules, but I don't think I have my task list set up correctly. Do you have recommendations on using the "rules"?
Scott, great video. I have been using this for the past couple months. Any suggestions for how to track all of the captured action items in your meetings? I as a project manager of multiple simultaneous projects love the ability to assign actions during the meeting. However, I find it difficult to track them and follow up with people I assigned actions to. The actions are in their todo list, but I have to open every past meeting to see if the actions are completed. Copying the all to OneNote just seems more work than needed.
One solution could be, to copy the link of your individual project planners into Loop. You can find the link in the browser version of Planner if you click the 3 dots next to Board, Shedule, ... . If you paste this into Loop, it will show the planner that is assigned to the team instead of the integrated Loop planner.
Great video. Any idea how I can consolidate all meeting actions for meetings related to 1 project into 1 place on a teams channel ?
This is a great video showing an easy and intuitive use of Loop components in Teams. I'll use this in my next meeting!
Awesome!
How do you suggest to use Loop for recurring weekly channel meetings. I cannot find the Teams Notes with loop during a channel meeting.
Thanks for raising that and I believe it’s still limited to Teams Meetings, rather than Channel Meetings at the moment sadly
In one of my workspace I have a page for weekly meeting. And one sub page for each meeting. I created a page template to create a new agenda each week. It is not directly inside teams but it is working fine for us.
@@kwenpdb great idea and thanks for sharing 🙌
@Carlosflores85 at around 9:10 Scott talks about using the Meeting chat. I created a template component that I copy the entries (not the component itself) and paste each week. I update the date and go from there.
@@your365coach Would you still recommend the Meeting chat method (around 9:10) for recurring Team meetings?
I have a couple questions:
1. What happens to the meeting notes if a recurrence meeting is deleted?
2. As the Loop meeting notes is stored on the meeting owners OneDrive, what happens to the meeting notes that where shared with others if the meeting owner's account is deleted? Will the people who the notes were shared with still have access?
We use M365 enterprise and we don’t have the option to add agenda. Is there a workaround?
Thanks for your insights. Can I see the collaborative loop in Outlook calendar?
Sadly not at the moment - hopefully they pick this up in Outlook but I’m guessing they have bigger challenges at the moment 😄
@@your365coach thanks for your response. Can I also share Loop components/pages/workspaces externally?
@@roma9026 I believe that will be so, but just awaiting for it to release and see what's possible in more detail 😃
Why can’t they just move all of onenotes features to loop. And be done with one note
Right?! My company is obsessed with onenote. It’s a dumb rock. Drives me insane. There’s so many better options
How do you add a loop component to recurring meetings when editing a single meeting instance?
What happens with the notes after the meeting? Where are the notes stored?
Thank you for the outstanding video as usual. Keep them coming please!
Thank you, Scott. I'll try to use this tool in my next meeting 😎👏👏👏
Excellent, let me know how it goes
But if the team already has a planner where todo etc are stored. When making a new meeting from a channel the loop agenda can't be added. So how do we connect the loop agendas to do with the team planner?
So the method should be?
1. Create a meeting with a channel connected
2. During the meeting with loop create new to do that syncs with the channels planner app.
Can't this method to work.
I was using this feature a lot but it looks like it has been turned off for channel meetings now.
Hmm. It’s still very confusing how and what you can share from Loop with external people and meeting participants. I can’t see another orgs agenda and they can’t see my orgs agenda. That is not a great experience. About half of all my meetings have external participants. And with shared channels in teams is is there possible to share Loop components that way?
At the moment, Loop components cannot be shared with Externals and this provides that problem. However it’s not long now until Loop is available to share externally, and it uses Sharing Links in SharePoint to do this - so there will be a solution soon and as soon as it’s released, I’ll cover it in a tutorial and see how it works with Meeting Notes 😁
@@your365coach I'll definitely be watching for that!
@@your365coach The externals is the biggest reason I don't use Loop to its fullest extent. It'll be much more useful when tis is implemented.
First comment! Nice work Scott. Collaborative Notes are introducing so many people to the value of Microsoft Loop.
Thanks Darrell! 😃
It was a welcome change in creating a new tutorial on Loop, it felt like it had been a while since I last went into Loop and I always think it’s a cool topic to cover 😄
But what about a recurring meeting. It seems it just keeps adding and not get rid of the previous meeting's agenda points and notes...
There’s now new functionality to provide that and i will be covering it very soon 😄
it would be great if you can share with us how to prevent members of deleting documents in Microsoft teams and other security issues
Cool trophy display items
Nice! Will check it out. However my work laptop has 3 Teams installations lol
I record/transcribe then use copilot generated tasks to populate loop. Not perfect but very close; we have gotten into the habit of saying at the end of themerting, hey copilot “these are the main tasks and whom they re assigned to”
Not so great the workflow is disruptive
Ok the add of the game app make me sick...
How to improve Teams meetings: Don't use Teams