I get more and more amazed when I watch your videos. Loop is definitely worth to be used. I hope my company will implement this great resource for our better productivity. Thanks for the video! The real examples you use are well illustratives!
Thank you @cassioassilva 😃. Loop is starting to make more sense to people now with these new scenarios and the Loop app bringing it all together. I really want to see more items on the public roadmap so we know what’s coming.
I'm excited about where Microsoft is heading with their 365 suite, and that's not something I ever expected to say! Just a few years ago I remember feeling so frustrated that Outlook was the default hub productivity application and instead of staring at my inbox of emails, I just wanted to an application that put my consolidated task list at the centre and allowed me to then prioritise and organise my work on the lists, revisiting due dates, following up and messaging others, assigning tasks, and linking together all the other applications of Office into one seamless interface. We now have that, and more.
Thank you Duane and it’s good to hear from you 😄. Microsoft have a lot more planned for Loop in the meetings scenario. They are quite ready to share, but it’s exciting to see other meeting needs being met.
Just started seeing this in our tenant. One confusing thing, if you have a recurring meeting, how do you get separate notes per meeting rather than all in one big Loop (like for a weekly staff meeting, should be new notes per meeting)? Not sure I've seen anything on how to deal with recurring meetings/notes. But very neat feature.
So far, it looks like the design is to use the same meeting notes page for recurring meetings. But I agree that an option to add a new collaborative meeting note for meeting occurrences would be helpful.
Great job Darrell. Well explained. Something that we knew was coming but was not very clear before. I want to see how the access works. Since this will be internal only for now as loops aren't available to guests as yet.
I have added meeting notes to an invite that included guest. Internal invitees can see the notes. Guests cannot. At least it doesn’t prevent notes from being used in mixed meetings like this.
Looks like that functionality gets disabled if the meeting occurs in a Teams Channel and not in Outlook. Hopefully meetings in Teams Channels gets supported soon!
Be interesting to see how it handles reoccurring meetings I guess you end up having to delete agenda items and actions after a while otherwise would be a very long components list
Great video. I'm having difficulty understanding something and unable to find a good explanation. I hope you can help me. I want to use Loop for taking meeting notes but I don't want those notes scattered all over a calendar. I'm looking for one repository where notes from each meeting can be found by everyone on the team (not on one page of course but a page for each meeting). We have meetings with different clients so I need the meeting notes to be attached to different clients workspaces. So not an unsorted list of Loop page links in OneDrive. I'm sure this is a common use case but I haven't seen anyone cover it. Each example covers a one off meeting. But what happens after 50 meetings? How does your team manage meeting notes over time?
Thank you for such a great video. You do a wonderful job of explaining things. I'm still trying to get my head wrapped around Loop. So, if the elements of Loop are Workspaces, Pages, and Components...how does that work with Microsoft Teams...which have the elements of Teams, Channels, and Tabs? It would be great if you could someday create some sort of best practices video on how to use Loop and Teams together. For example, could you have a single "Projects" channel in Teams that utilizes multiple "Workspaces" from Loop...maybe one Workspace for each project...but all aggregated within that single "Projects" channel of the team? Another example, could you utilize "Workspaces" to basically create "sub-teams" within a larger overall "Microsoft Team"? Another thing that is a bit confusing is how does OneNote fit into all of this? It was nice to see that Microsoft recently replaced the "Wiki" tab within a team channel with the "Notes" tab...and awesome that it uses the OneNote service. I was hoping that the new "Meeting Notes" feature would also use the OneNote service...but instead they used Loop? Today, most of our users are utilizing OneNote for all personal and meeting notes. That way they are centralized. By using Loop, Microsoft still didn't solve the problem of having users go to multiple places/apps to look at their notes. Yet another thing that is a bit confusing is the meeting note tasks. Microsoft has so many different places within the platform where you can create tasks. It's beginning to cause our users to abandon M365 for task management...and look elsewhere for task management tools that provide a more simplified experience. So, this new meeting notes feature creates new tasks in Planner/To Do, but why in the world is it creating a separate Plan for each meeting? That just seems so messy. I wonder why there isn't an option within the meeting notes to choose if you would like to create tasks within an existing Planner Plan or just opt to add each task to each person's To Do list....but not both.
Hey Darrell! If I have a recurring meeting, is there a place where I can quickly see all past meeting notes, all past meeting tasks, etc. associated with that series...in one place?
Hi OnidNik. In ToDo, you will see the tasks that have been assigned to you. Did you see that at first there was no plan or tasks that I could see? It was because there was nothing assigned to me. Once I had assigned a task to myself, I could see the Plan. In ToDo, I only saw my tasks in the Assigned to me smartlist.
Very well done, thank you. I have a question. My Outlook meeting request does not have the Add agenda option at the bottom as in 0:47 in your video. Do I need to install an addiin to have that ability from Outlook calendar? Thank you. Is there something my sys admin needs to do?
I actually don't see it even when I create a meeting from within the Teams calendar. I don't see the additional top menu either - but just like you, when I edited a meeting in my Teams calendar, I did at least see that additional top menu with Chat, Files, Attendance, etc...@@DarrellaaS
So given your demo, I would assume you would need to explicitly share to anyone the meeting is forwarded to? Also, what is the experience for external users if included on the original invite? I don’t think they can participate in the loop, but can they even see it? We have a lot of meetings with external individuals, so creating agenda’s that they can’t see wouldn’t be good, but using it for internal meeting notes could be useful.
I must try forwarding an invite. It might work best when you open the meeting in Teams and add the new person to the invite. The meeting notes don’t appear in Outlook yet because notes are presented more like a Teams app. So forwarding an invite from Outlook wouldn’t work. Guest access to Loop isn’t available yet. Guests won’t see the Notes app in the Teams meeting. But I think it still displays for internal attendees. I’ll confirm at work tomorrow.
Can the meeting notes also be seen in Outlook Calendar and Outlook Tasks (Question for both Desktop and Web versions) + did the action of you adding the Agenda send out a normal Meeting Update by mail so attendees will notice?
Great questions rwj_dk. The meeting notes were added in a new field underneath the meeting invite text field. So they don’t appear in the appointment in Outlook Calendar. Today, they only appear in the Teams copy of the event on desktop and web. Like the meeting recording and transcript. The action of adding the Agenda to an existing invite didn’t appear to send an update to attendees. The meeting details didn’t change, nor the description. I would like to see the notes added as a Loop component to the meeting details/description, so it would be visible in Outlook too.
Do external users outside of your company get a copy of the loop tasks etc? Can you assign these external users tasks and them tick them off ? Thank you
Are those Loop components then saved in the meeting owners OneDrive? If the meeting is a channel meeting are the Loop components saved in the channel similar to the recordings?
The Meeting notes Loop is saved in the OneDrive of the person who added them to the meeting. If the organiser added the Notes, it will be stored in their OneDrive. I haven’t tested channel meetings yet. But I expect if Meeting notes are available, they will be stored in OneDrive still. At least till Loop components are supported in Channel conversations.
Thanks Darrell great video. Can you please tell me how to access my previous meeting notes. Currently I'm using the latest version of teams and now I'm unable to access my previous meeting notes that I have taken
Hi Souldluffy. One place to find the collaborative meeting notes is in the meeting details tab. From Teams, open the Calendar app and the meeting you attended where you used Collaborative notes. In the meeting details tab, the notes will be available below the meeting info box. You will also see meeting notes on the Recap tab. Soon, Meeting notes will also be found in Outlook on the Web (and new Outlook), in the meeting on your calendar. As a recent file, the Meeting notes Loop file will appear in OneDrive recent files and on the Microsoft 365 Home page with your recent files. I like add Meeting Notes Loop pages to Loop workspaces, to keep them together with other meetings and related content in the workspace.
Great video Darrell. Thanks for sharing. Curious though…does this feature work with channel meetings? I don’t really want to encourage users to create Planner plans (and their associated M365 Groups), for every meeting they have. If it does work with channel meetings, are tasks automatically assigned to existing plans or are new ones generated?
Hi Stuart. Thanks for the comments and support. We have learned from the Task list / Planner sync that the Plan is created without an M365 group. So you won’t see lots of groups created from this. Instead, it creates the plan and maintains an independent membership roster. Much like sharing a file with specific users. Only those people with tasks assigned will have access to the plan. I need to test meeting notes with channel meetings. I hope the associated Loop file would be stored in the channel. But I don’t think it’s supported yet. Soon.
@@DarrellaaS that's brilliant. You've also answered my other question. We've only been able to use Loop in Teams Chat (and a few select other UI's) so far. Was hoping with the launch of this feature it might also come with the ability to use it in a teams channel. Guess I'll 'watch this space' for now.
@@stuartsmith521 I have seen the work integrating Loop with Teams channels. I’m under NDA. All I can say is it’s awesome and I can appreciate why it’s taking longer than we would like.
There is a new way to do this using workspaces that can be generated at the conclusion of a meeting. A meeting organiser will see a prompt in the chat to “Generate workspace?” Then any meeting notes and files shared during a meeting or recurring meeting, will be added to the workspace.
![[UNCUT] “อภิสิทธิ์” ครม.อุ๊งอิ๊ง แย่งเก้าอี้กันฝุ่นตลบ “ทักษิณ” บงการเอง Iคนดังนั่งเคลียร์I 21ส.ค.67](http://i.ytimg.com/vi/a_b-kItw2jY/mqdefault.jpg)
I get more and more amazed when I watch your videos. Loop is definitely worth to be used. I hope my company will implement this great resource for our better productivity. Thanks for the video! The real examples you use are well illustratives!
Thank you @cassioassilva 😃. Loop is starting to make more sense to people now with these new scenarios and the Loop app bringing it all together.
I really want to see more items on the public roadmap so we know what’s coming.
Great video, the sync with planner/to-do is awesome.
I'm excited about where Microsoft is heading with their 365 suite, and that's not something I ever expected to say! Just a few years ago I remember feeling so frustrated that Outlook was the default hub productivity application and instead of staring at my inbox of emails, I just wanted to an application that put my consolidated task list at the centre and allowed me to then prioritise and organise my work on the lists, revisiting due dates, following up and messaging others, assigning tasks, and linking together all the other applications of Office into one seamless interface. We now have that, and more.
Good stuff! Thanks for sharing. This is one of my favorite use cases for Loop (supercharge meetings)
. Lets all get Loopy! :-)
Thank you Duane and it’s good to hear from you 😄. Microsoft have a lot more planned for Loop in the meetings scenario. They are quite ready to share, but it’s exciting to see other meeting needs being met.
Just started seeing this in our tenant. One confusing thing, if you have a recurring meeting, how do you get separate notes per meeting rather than all in one big Loop (like for a weekly staff meeting, should be new notes per meeting)? Not sure I've seen anything on how to deal with recurring meetings/notes. But very neat feature.
So far, it looks like the design is to use the same meeting notes page for recurring meetings. But I agree that an option to add a new collaborative meeting note for meeting occurrences would be helpful.
Great job Darrell. Well explained. Something that we knew was coming but was not very clear before.
I want to see how the access works. Since this will be internal only for now as loops aren't available to guests as yet.
I have added meeting notes to an invite that included guest. Internal invitees can see the notes. Guests cannot. At least it doesn’t prevent notes from being used in mixed meetings like this.
Great introduction to the great features. Thanks !
You’re welcome ☺️
Looks like that functionality gets disabled if the meeting occurs in a Teams Channel and not in Outlook. Hopefully meetings in Teams Channels gets supported soon!
That’s right. There is no support for Loop in Teams channels yet. That’s true for components in channel posts too.
I hope to see channel support soon.
How do we enable this feature?
This looks fantastic...but I'm not seeing it in any of my Teams platforms. Can anyone tell me how to make this feature show up? Thanks
Be interesting to see how it handles reoccurring meetings I guess you end up having to delete agenda items and actions after a while otherwise would be a very long components list
That’s when a feature to hide / show completed checklist items would help.
Great video. I'm having difficulty understanding something and unable to find a good explanation. I hope you can help me. I want to use Loop for taking meeting notes but I don't want those notes scattered all over a calendar. I'm looking for one repository where notes from each meeting can be found by everyone on the team (not on one page of course but a page for each meeting). We have meetings with different clients so I need the meeting notes to be attached to different clients workspaces. So not an unsorted list of Loop page links in OneDrive. I'm sure this is a common use case but I haven't seen anyone cover it. Each example covers a one off meeting. But what happens after 50 meetings?
How does your team manage meeting notes over time?
Thank you for such a great video. You do a wonderful job of explaining things. I'm still trying to get my head wrapped around Loop. So, if the elements of Loop are Workspaces, Pages, and Components...how does that work with Microsoft Teams...which have the elements of Teams, Channels, and Tabs? It would be great if you could someday create some sort of best practices video on how to use Loop and Teams together. For example, could you have a single "Projects" channel in Teams that utilizes multiple "Workspaces" from Loop...maybe one Workspace for each project...but all aggregated within that single "Projects" channel of the team? Another example, could you utilize "Workspaces" to basically create "sub-teams" within a larger overall "Microsoft Team"?
Another thing that is a bit confusing is how does OneNote fit into all of this? It was nice to see that Microsoft recently replaced the "Wiki" tab within a team channel with the "Notes" tab...and awesome that it uses the OneNote service. I was hoping that the new "Meeting Notes" feature would also use the OneNote service...but instead they used Loop? Today, most of our users are utilizing OneNote for all personal and meeting notes. That way they are centralized. By using Loop, Microsoft still didn't solve the problem of having users go to multiple places/apps to look at their notes.
Yet another thing that is a bit confusing is the meeting note tasks. Microsoft has so many different places within the platform where you can create tasks. It's beginning to cause our users to abandon M365 for task management...and look elsewhere for task management tools that provide a more simplified experience. So, this new meeting notes feature creates new tasks in Planner/To Do, but why in the world is it creating a separate Plan for each meeting? That just seems so messy. I wonder why there isn't an option within the meeting notes to choose if you would like to create tasks within an existing Planner Plan or just opt to add each task to each person's To Do list....but not both.
Great video, can the notes be exported as a PDF so there is a permanent record that can’t be edited down the line?
There isn’t a PDF export feature. But you might print a Loop page from the browser and choose a PDF printer. That might achieve what you want.
Hey Darrell! If I have a recurring meeting, is there a place where I can quickly see all past meeting notes, all past meeting tasks, etc. associated with that series...in one place?
Thanks Darrell, at 9:04 you mention it syncs tasks with Planner and ToDo , can you please let us know who we can see them in ToDo too ?
Hi OnidNik. In ToDo, you will see the tasks that have been assigned to you. Did you see that at first there was no plan or tasks that I could see? It was because there was nothing assigned to me.
Once I had assigned a task to myself, I could see the Plan. In ToDo, I only saw my tasks in the Assigned to me smartlist.
it will be good if we can send the Meeting notes to the attendees, instead of just stay in the calendar, to ease the meeting notes finding from inbox
Very well done, thank you. I have a question. My Outlook meeting request does not have the Add agenda option at the bottom as in 0:47 in your video. Do I need to install an addiin to have that ability from Outlook calendar? Thank you. Is there something my sys admin needs to do?
The option isn’t yet available in Outlook for meeting invites. But there are plans to bring it to Outlook.
I actually don't see it even when I create a meeting from within the Teams calendar. I don't see the additional top menu either - but just like you, when I edited a meeting in my Teams calendar, I did at least see that additional top menu with Chat, Files, Attendance, etc...@@DarrellaaS
So given your demo, I would assume you would need to explicitly share to anyone the meeting is forwarded to? Also, what is the experience for external users if included on the original invite? I don’t think they can participate in the loop, but can they even see it? We have a lot of meetings with external individuals, so creating agenda’s that they can’t see wouldn’t be good, but using it for internal meeting notes could be useful.
I must try forwarding an invite. It might work best when you open the meeting in Teams and add the new person to the invite. The meeting notes don’t appear in Outlook yet because notes are presented more like a Teams app. So forwarding an invite from Outlook wouldn’t work.
Guest access to Loop isn’t available yet. Guests won’t see the Notes app in the Teams meeting. But I think it still displays for internal attendees. I’ll confirm at work tomorrow.
Can the meeting notes also be seen in Outlook Calendar and Outlook Tasks (Question for both Desktop and Web versions) + did the action of you adding the Agenda send out a normal Meeting Update by mail so attendees will notice?
Great questions rwj_dk. The meeting notes were added in a new field underneath the meeting invite text field. So they don’t appear in the appointment in Outlook Calendar. Today, they only appear in the Teams copy of the event on desktop and web. Like the meeting recording and transcript.
The action of adding the Agenda to an existing invite didn’t appear to send an update to attendees. The meeting details didn’t change, nor the description.
I would like to see the notes added as a Loop component to the meeting details/description, so it would be visible in Outlook too.
@@DarrellaaS Ok, Thanks... Lets just call it early day growing pains and it eventually be there 😜
Do external users outside of your company get a copy of the loop tasks etc? Can you assign these external users tasks and them tick them off ? Thank you
Are those Loop components then saved in the meeting owners OneDrive? If the meeting is a channel meeting are the Loop components saved in the channel similar to the recordings?
The Meeting notes Loop is saved in the OneDrive of the person who added them to the meeting.
If the organiser added the Notes, it will be stored in their OneDrive.
I haven’t tested channel meetings yet. But I expect if Meeting notes are available, they will be stored in OneDrive still. At least till Loop components are supported in Channel conversations.
Thanks Darrell great video. Can you please tell me how to access my previous meeting notes. Currently I'm using the latest version of teams and now I'm unable to access my previous meeting notes that I have taken
Hey Darrell, just following up. Are there any findings on what I requested
Hi Souldluffy. One place to find the collaborative meeting notes is in the meeting details tab. From Teams, open the Calendar app and the meeting you attended where you used Collaborative notes. In the meeting details tab, the notes will be available below the meeting info box.
You will also see meeting notes on the Recap tab.
Soon, Meeting notes will also be found in Outlook on the Web (and new Outlook), in the meeting on your calendar.
As a recent file, the Meeting notes Loop file will appear in OneDrive recent files and on the Microsoft 365 Home page with your recent files.
I like add Meeting Notes Loop pages to Loop workspaces, to keep them together with other meetings and related content in the workspace.
Great video Darrell. Thanks for sharing. Curious though…does this feature work with channel meetings? I don’t really want to encourage users to create Planner plans (and their associated M365 Groups), for every meeting they have. If it does work with channel meetings, are tasks automatically assigned to existing plans or are new ones generated?
Hi Stuart. Thanks for the comments and support. We have learned from the Task list / Planner sync that the Plan is created without an M365 group. So you won’t see lots of groups created from this. Instead, it creates the plan and maintains an independent membership roster. Much like sharing a file with specific users. Only those people with tasks assigned will have access to the plan.
I need to test meeting notes with channel meetings. I hope the associated Loop file would be stored in the channel. But I don’t think it’s supported yet. Soon.
@@DarrellaaS that's brilliant. You've also answered my other question. We've only been able to use Loop in Teams Chat (and a few select other UI's) so far. Was hoping with the launch of this feature it might also come with the ability to use it in a teams channel. Guess I'll 'watch this space' for now.
@@stuartsmith521 I have seen the work integrating Loop with Teams channels. I’m under NDA. All I can say is it’s awesome and I can appreciate why it’s taking longer than we would like.
@@DarrellaaS of course. These things are never easy…doesn’t stop us wanting them (yesterday) though 😂
how do I create a look workspace associated with a meeting series?
There is a new way to do this using workspaces that can be generated at the conclusion of a meeting. A meeting organiser will see a prompt in the chat to “Generate workspace?” Then any meeting notes and files shared during a meeting or recurring meeting, will be added to the workspace.
How can I activate this feature? It doesn't appear to me. Neither in Webversion nor in the Mac-Client
This feature is rolling out now to pre-release customers, late April through to mid-May. Standard release customers should have it by late June.
How do we enable this feature?