Microsoft Loop for Beginners: Easy Note-Taking and Collaboration

Estimated read time: 1:20

Summary

In this video, Jamie from Teacher's Tech provides a beginner's guide to using Microsoft Loop, an application that offers easy note-taking and powerful collaboration features. The tutorial is divided into three sections: creating notes, leveraging collaboration, and connecting with other Microsoft 365 products. Jamie explains how to access Microsoft Loop, navigate its workspace, and utilize its features like creating tables, checklists, and embedding videos. The video also highlights sharing capabilities and the integration of Loop components with other applications like Outlook and Teams, offering real-time collaborative editing.

Highlights

Jamie introduces Microsoft Loop, emphasizing its ease of use similar to OneNote 🎉.
The video tutorial covers easy note-taking and powerful collaboration tools offered by Loop 👍.
Jamie uses Microsoft Edge but notes Loop can be accessed via any browser 🌍.
A demo workspace helps new users understand the app's setup and capabilities ✨.
Collaboration is seamless, allowing integration across other Microsoft products 💼.
Jamie illustrates the dynamic sharing features, highlighting page-specific permissions 🔄.
Loop components are spotlighted for interactive real-time updates across different apps 📲.
The tutorial showcases adding multimedia elements like YouTube videos directly into Loop pages 📷.
Jamie discusses Microsoft Loop's expanding connectivity with more Microsoft 365 applications 🚀.

Key Takeaways

Microsoft Loop offers an intuitive note-taking experience similar to OneNote 📓.
The true strength of Loop is in its collaboration features, ideal for team projects 🤝.
You can access Microsoft Loop via a browser or download it from the Windows Store 🌐.
Loop allows embedding of multimedia like videos, which can be played within the app 🎥.
The app supports creating tables, checklists, and reaction features for teamwork enhancement 🗒️.
Workspaces can be easily organized, and specific permissions can be set for sharing 📂.
Loop components can be shared and edited in real-time across Outlook and Teams 📧📁.
Microsoft is expanding Loop's integration into more 365 apps, enhancing its collaborative functionalities ⚙️.

Overview

Microsoft Loop emerges as a powerful tool for beginners looking to streamline note-taking and collaboration. Reminiscent of OneNote in its simplicity, Loop offers a robust experience and organizes workspaces effectively, enabling users to create, edit, and share notes effortlessly. Jamie walks us through the initial setup, showcasing Loop’s user-friendly interface that can be accessed via browsers or downloaded from the Windows Store.

The video dives into the collaborative strengths of Loop. Users are walked through the ability to share workspaces, pages, or specific content with others, allowing real-time collaboration that enhances teamwork. Jamie highlights the seamless integration with Microsoft Teams and Outlook, making it a hub for collaborative projects. He explores attaching multimedia, creating tables, and using checklists—all empowering users to keep track of tasks and deadlines efficiently.

Towards the end, the tutorial sheds light on the extended connectivity of Loop within the Microsoft 365 ecosystem. With capabilities to embed Loop components into other applications, real-time updates become possible across platforms, ensuring that everyone stays on the same page. Jamie emphasizes this feature's potential, hinting at future integrations across Microsoft’s suite, giving viewers a glimpse into the forthcoming collaborative possibilities within Loop.

Chapters

00:00 - 00:30: Introduction In the introduction, Jamie from Teachers Tech outlines the structure of a tutorial about Microsoft Loop. The video will be divided into three sections: creating notes in a manner similar to OneNote, exploring the collaborative features of Microsoft Loop, and understanding its integration with other Microsoft 365 products.
00:30 - 01:00: Accessing Microsoft Loop The chapter explains how to access Microsoft Loop using a web browser, specifically mentioning using Microsoft Edge, but indicating other browsers are also compatible. A link to the access page is provided for convenience. Users can either click 'get started' or log in if they have a Microsoft 365 account. There's a mention of using a free personal account but with certain limitations.
01:00 - 02:00: Getting Started with Microsoft Loop The chapter provides an introduction to getting started with Microsoft Loop. It explains that the application can be accessed via a web browser or downloaded as an app from the Windows Store. The narrator demonstrates logging into Microsoft Loop using a Microsoft 365 account for the first time, giving an overview of what new users can expect upon their initial login.
02:00 - 03:00: Creating and Customizing Workspaces The chapter titled 'Creating and Customizing Workspaces' introduces the concept of workspaces with a demo of a pre-created workspace. It provides ideas for getting started and highlights the customizable settings, such as switching to a dark theme. The chapter includes a brief walkthrough of navigating the workspace, focusing on the 'getting started' interface in the workspace settings.
03:00 - 05:00: Using Pages and Adding Content The chapter discusses how pages and subpages work in the application, emphasizing their functionality. Each page has a customizable header and text field where users can input content. Additionally, users can insert videos that play directly within the app, and they also have the option to add tables for organization or checklists to keep track of tasks.
05:00 - 07:00: Creating Tables and Components This chapter discusses creating tables and components, emphasizing the usefulness of these features for personal use and collaboration. The chapter highlights the example of a progress tracker, demonstrating how quick changes can be made for personal tracking or for sharing with others. Additionally, it touches on privacy settings, showing who has access to what you create, with the option to keep it private or share with others.
07:00 - 10:00: Sharing and Collaboration In this chapter, the concept of sharing and collaboration in a workspace is discussed. Users have the option to share the entire workspace with a group or individuals, or share each page separately. The transcript also details how access can be granted on a page-by-page basis or by sharing loop components, allowing precise control over shared content. It highlights the ability to create new pages and duplicate existing ones within the workspace. This flexibility helps in customizing how and what information is shared with others.
10:00 - 15:00: Using Loop Components Across Microsoft 365 The chapter discusses utilizing Loop components across Microsoft 365, starting with an overview of accessing different workspaces. Users can navigate through workspaces using the Loop app where they can organize and manage them efficiently. Options such as searching, starring, or adding members to a workspace are highlighted, which aids in maintaining basic organization. This chapter provides insights into effectively managing workspaces within Microsoft 365.
15:00 - 15:30: Conclusion The chapter titled 'Conclusion' covers the process of creating a new workspace. It highlights the steps involved, starting with giving the workspace a title, in this case, 'Extraterrestrial Earth Expedition team.' The narrator also mentions the inclusion of 'Nory' and implies the use of some tool or software, referred to as 'pi,' to aid in the task.

Microsoft Loop for Beginners: Easy Note-Taking and Collaboration Transcription

00:00 - 00:30 hi Jamie here today at teachers Tech today I want to show you how to use Microsoft Loop I'm going to break this into three sections this video tutorial we're going to first take a look at how easy it is to create notes you're going to find it's a lot like one note with a lot of its features then we'll move into the true strength of Microsoft Loop and that's collaboration how you can work with teams create team projects and then lastly I want to move into how it connects with other products in Microsoft 365 let's get into to this tutorial for beginners on how to use Microsoft
00:30 - 01:00 Loop so first of all how do you access Microsoft Loop all you really need is a browser I'm using Microsoft edge here today you can use different browsers as well I'll put a link to this page down below in the the description so you can just click on it once you're here you can go ahead and click get started or log in if you have a Microsoft 365 account you can use the free personal account if if you have one if you log in with that there are some limitations to that as well I'll put
01:00 - 01:30 the link to the limitations uh Down Below in the description as well so you can check that out I'm going to be showing from my browser here today but you can also download from the windows Store the app so you can go just do a search for it and download Microsoft Loop to have the app on your computer as well but I'm just going to go ahead and get started here and log in with my Microsoft 365 account when you log into Microsoft Loop the first time this is what you should be greeted
01:30 - 02:00 with this is a workspace as a demo they already created that gives you some good ideas of how to get started and I'm going to go through a quick walk through this in a moment I just want to point out in the settings up here uh we can change it to Dark theme if we'd like I'm going to leave it at system I just wanted to point that feature out I'm going to go ahead and click on getting started and this workspace will open up this is the name right here getting started of that workspace in inside
02:00 - 02:30 it we have a number of pages that are already created you'll notice that under a page there can be sub pages on each of these Pages we have a header that can be changed we have text that people are entering in we can input things like video that will play right within this app we can do other things if we wanted to have things like a table that we can quickly put in to help things get organized if I wanted to have a checklist we can add that so we can keep track of things
02:30 - 03:00 now this could be for yourself you don't have to share this with other people but this is great as I mentioned for code creation something like if I click on next steps you can see how they have a progress tracker here that you can make these quick changes uh with just to let yourself know or if you're sharing it out everybody know right if I go to the top you can see who has access to the page well right now it's only me I don't have to share this out with other people you have that
03:00 - 03:30 choice I could share the entire workspace out with a group or other people or I could share each page if I click on here you'll notice that we have access to all pages so if I do this then whoever I invite will have access or I could just do Page by Page or a loop component so you can really break it down on what you want to share out if I go and hover over any of these Pages notice that we can create new pages in here I could go ahead duplicate pages and we can make a
03:30 - 04:00 share through this as well now I can go ahead and click the loop up top and it will bring me back to a place where I'm going to see all my different workspaces I'm going to create one in a moment I just want to point out this is just some basic organization if you had a lot of of workspaces you can do a search you can do a search for Star if I hover over this if I wanted to Star this I could do this here I could could add members from this point as well or even delete this workspace
04:00 - 04:30 if you want to list mode you can see how you can make those quick changes now I want to create our own workspace I'm going to do that right through here and we'll get going through the steps by this so let's start with giving this a title I'm just going to be calling this the Extraterrestrial Earth Expedition team and I'm even going to add Nory so I'm just going to click on here I could go through I even have this pi that I'm going to use if I didn't find what I want you can do your
04:30 - 05:00 search so I'm going to add that as Emoji I think I need to update my cover as well all these things can be changed later on I like the search option in here so I'll just go through hey this kind of looks okay I'm going to hit update and let's go ahead and hit create and we're going to have our workspace created I want to point out now that I have my second workspace there if I do this
05:00 - 05:30 right here notice this is the getting started one so I could browse switch between different ones so if I go over to getting started I've switched workspaces and if I go back to Loop you'll see that we have our workspace here let's go ahead and start adding some pages and notes to this let's go ahead and add a title to this page and some customization so this is just a blank page that I'm on and I'm going to call this a great Earth Landmark scavenger hunt if I look
05:30 - 06:00 at the bottom you can see that it is on blank page we can do quick templates if you kind of know specifically what you want and on my second page I will create one from a template we also have the gallery I'm going to add an icon just like I did before We'll add this alien one and a cover I'm just going to go with this option right here so with this now I can quickly add some content to it so let's say if I go ahead and add this content here notice when I add it we have
06:00 - 06:30 our move so if I did want to move things around I can this is great for teamwork if you are shared with other people like I said right now I'm the only one with access uh you can have reactions to this so if I go ahead uh people within the team can react to each other or you can react to your own just like I did here if I go ahead and hit enter after I want to point out the couple of the shortcuts here with the forward slash or the at mention so if I go and hit the forward slash
06:30 - 07:00 this is where you can quickly add all of these different things so it makes it very easy they have them constructed then you just have to add the content to this so as an example if I was going to have a checklist here for our scavenger hunt I can go through and add some more things now and now that we have our list we can start making the things checked off that we want we
07:00 - 07:30 can still do the move around just like I showed you before or even the comments on any of these as well if I want to add let's say a video to the page I can just simply copy and paste this will be a YouTube video link so if I paste it right in the video gets placed right inside this page on Loop I can watch it from this point and if you want it to be gone just if you're below it if I hit backspace it will delete after a couple Backspaces it will delete it out if I want to put let's say
07:30 - 08:00 a picture in if I just use my forward slash at the very bottom you're going to see image I can select a image from my computer and place it in this allows me to size it uh if I grab the corners you'll notice how I can start sizing the pictures inside here by pulling across and if you do want this gone if I have this selected I can just go ahead and hit delete on my keyboard let's go
08:00 - 08:30 ahead and make a second page and I just want to show you a few more components that you can add in like a table the at symbol allows you to find people notify people so if I go through and I have this shared with people I can add them here or I can add a component and later on in this video I'm going to show you how to create an interactive component to add a new page to this workspace notice that we have the plus here so we can add a page or a link so if I select this we have link or
08:30 - 09:00 page I'm going to create a new page I do want to point out if you wanted a sub page take a look at these ellipses here I can go ahead and create the new sub page so it would be underneath this one I'm just going to make this a normal page up top so when it goes to this here I could do what I did before do a blank page or I could look below and choose a template so if I go to template Gallery I can go through all the different ones that they have here now you can customize any of these once
09:00 - 09:30 you pick any of these you can go through and get an idea maybe some ideas to help you get started on a project that you're doing so if I was going to go go ahead and choose this one right here and let's say I know I wanted a table I can see this table's all set up all of this table can be customizable as well so if I hit use this table it plunks it in very quickly into this so you can see that they uh don't have all the information that they uh had an the example because that was some
09:30 - 10:00 just some filler that they had in but now I can start from here but if I want to add my cover or my icon I can go back and do what I did before and add those things we can go and change the names and delete this information if I just go through and highlight multiple uh rows of this and just hit delete on my keyboard you'll notice how it it starts to take away any of these spaces so what I want to talk about here is the table because the table here Works uh very similar to
10:00 - 10:30 something uh in Excel and I'll show you how you can customize this as you can see I just quickly added a title to this page let's go make some customizations to this table I do want to point out I could have started with just a table from scratch just by simply using the forward slash going to table and then entering in this way and making customizations you can also use control Z so Pico control Z that undoes my last step now if we look at the headings that they already have in
10:30 - 11:00 this case this is owner so this would be based upon a person of the group uh but I don't want this to be I want this to be just text so if I drop down here I can change the type of the column so I can go from text number date you can see all the different options I can even add a vote in here I could start from scratch as I mentioned before but I'm going to go go and go
11:00 - 11:30 here is going to be just text this one's going to be text I'm going to leave this one as status date I don't need a date on this one so I'm going to just change this one back to text and this one also will be just text I can delete columns if I want to to so if I didn't want this one here I could go ahead and hit delete I'm going to go and change the names of these columns now just by clicking in I can go and delete or I could put in my new information if I get to a part where I
11:30 - 12:00 want another column inserted I can go and hover up top here and just quickly add my column and then you can see it defaults to text and I can add a a title to it if I want this to be in a different place maybe the status at the end I'm just going to drag it to that place and it will shift places with this column I went ahead inside this table and just completed it with more content
12:00 - 12:30 and I do have the status indicator on this one so this allows me to go to any of these and click it off the other thing I just want to point out we can change the width of our columns so just like in Excel I can drag the width of the columns I can even sort so I can drop down and sort if I wanted them ascending or descending to change them up you can actually even export this out to Microsoft Excel if I just click on this notice we have export here and it will open up excel in
12:30 - 13:00 a new tab if you ever want a little bit more room on your pages you can close the sidebar if I go up top here and just hit close sidebar you get a little bit more real estate I'm going to open this back up let's say we've have a couple Pages now uh but we want to get ready to share it with other people too uh you can go up top like I showed you before and we can choose what we want to share so if I drop down here and just let's say I'm going to share the work workspace I'm going to invite people to here so I'm just going to have people within my organization that I can
13:00 - 13:30 quickly add them to here when I send them the invite you're going to notice that right here where it says one workspace member this will turn into three based on the different emails that I've added now I can go through and take people away if I want I can just simply hover over hit the X and remove through workspace I'm going to go ahead and just close out now and I just want to point out over here you can see that there's three workspace members that I can access at any
13:30 - 14:00 time if I go back to share and look at page link this is where you can set some customizations as well uh right now people in the organization with the link can edit but you can change this if you only want them to view you can make that change here now take a look you can pick people you choose share with specific people you choose to inside or outside now make those changes to what you want and then just hit apply to them now the last component about sharing is the loop component
14:00 - 14:30 now we have to make something a component then we're able to share it and I'll just come back to that in a moment now I want to show you how to make a loop component and then share it with another Microsoft 365 app we'll do this through Microsoft Outlook and in teams so if I take this table right here and I'm just going to click in it and I'm going to go ahead and just click this I'm going to create a loop compon component so a loop component makes it an interactive object so I can
14:30 - 15:00 send it and anything that happens will happen in livetime will be updated now since I made it the component I'm just going to share up top Loop component now at this point once I've done this I'm going to go through and make a copy of this component so I just go ahead click it co click copy I'm going to switch over after it copies over to my Outlook so I'm just using the new Microsoft out out look and I'm just going to paste this in contrl V so I have this gets pasted in I
15:00 - 15:30 have people that I'm going to send it to and I want them to update it because they weren't going to Loop to update so I'll send this email away and then I'm going to open it up in the other person's account so here is the email right here and in the background you can see I have the original one open and notice that I can see this person is actually in the component because it is over here so if I go and under this one and try to make a change uh to add maybe this wasn't completed and
15:30 - 16:00 go off track notice the quick adjustment it makes over here so anything I type so if I go and type something over here notice that it's updating over here so it's live interactive let's move over te to teams and I'll show you how you can just simply paste this in now I've moved over to teams and if I just go over to start a new post I can go and in the message I'm going to go and
16:00 - 16:30 just paste this Loop component in and hit post and take a look underneath here I'm going to have this live component that's connected everywhere so I could go post it and then the group can make those changes in here so you can see a lot of uses with this being how it's connected to others now they are adding it more to they're going to have it in Word and Excel as they come out I believe it's in word online but they are rolling out to more Microsoft 365 apps I just wanted to
16:30 - 17:00 point out that there are Loop components right inside the new Microsoft Outlook so if you go up here once you open a new create start creating a new message you can add these in here so if you wanted to have a task list or a voting table you can add any of these here and do your edits right in here same way that I showed you before and then send it out and then you're going to be able to get live updat to this so take a look at that in the new outlook and also take a look at my 10
17:00 - 17:30 tips that I have for the new Microsoft Outlook as well I'll place it up here I hope this has given you a better understanding about what Microsoft loop is and how you can use Microsoft Loop let me know what else you're interested in learning about Loop or other Microsoft products thanks for watching this time on teachers Tech I'll see you next time with more Tech tips and tutorials