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Collaborate on Teams Meeting Notes with Microsoft Loop

Collaborate on Meeting Notes in Teams with Microsoft Loop. Microsoft's collaborative workspace combines documents, tasks, and more in a dynamic, shared workspace.


With this feature, you can:

✅ Keep everyone in the loop (pun intended) - the agenda/note changes are instantly reflected for everyone, so you don’t need to keep sending an updated version of the agenda anymore.

✅ Access your meeting notes directly within your Teams meeting window, eliminating the need to switch between apps.

✅ Edit meeting notes simultaneously with your team.

✅ Assign follow-up tasks which notify the assignee and the task can be found in their Planner app.


Step 1 - From your Teams Calendar, schedule a meeting - click the arrow to the right of the 'New meeting' button.


Scheduling a meeting from a Teams Calendar
Schedule a meeting from a Teams Calendar

Step 2 - When you schedule a Teams meeting in the Teams Calendar, you can choose to ‘Add an agenda' at the bottom of the new meeting box.


Composing a new meeting from a teams calendar
Composing a new meeting from a Teams Calendar

This generates a live Loop component for the meeting agenda, notes, and actions.


Live loop menu in a Teams Meeting compose screen
Live Loop component.

To learn more about Microsft Loop book one of our live training sessions.


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