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Microsoft Loop: Getting Started Guide

Microsoft Loop Getting Started Guide

Overview: Microsoft Loop

Microsoft Loop offers a powerful and flexible canvas combined with portable components that move freely and stay in sync across applications. This allows teams to think, plan, and create together seamlessly.

A powerful tool in Microsoft 365 designed to facilitate collaboration and enhance productivity within teams.

In this comprehensive guide, we’ll explore the key features of Microsoft Loop, how to get started, its benefits for team collaboration, and best practices for maximising efficiency.

What is Microsoft Loop?

Introducing a new collaborative workspace within Microsoft 365, designed to help teams work better together.

Loop in Microsoft 365 provides a central location for teams to create, share, and collaborate on content in real-time. Whether you’re working on a project, planning an event, or brainstorming ideas, Loop makes it easy to stay organised and productive.

Benefits of Microsoft Loop

Loop in Microsoft 365 offers several benefits for team collaboration:

  • Real-Time Editing: Collaborate with your team in real-time, making edits and updates instantly.
  • Commenting: Add comments to boards, tables, and agendas to provide feedback and collaborate more effectively.
  • Task Management: Keep track of tasks and deadlines using boards, tables, and agendas.
  • Integration with Microsoft 365 Apps: Microsoft Loop integrates seamlessly with other Microsoft 365 apps, including Teams, Outlook, Word, Excel, and PowerPoint.

Key Components In Microsoft Loop

Unlocking Collaboration with Microsoft Loop

Microsoft Loop consists of several key components, including:

  • Collaboration Components – Components in Loop synchronise across all of the apps where they are shared, remaining as portable pieces of content. These components allow for seamless collaboration within the flow of work, whether you’re on a Loop page, in a chat, email, meeting, or document. They can take the form of lists, tables, notes, and more, ensuring you always work with the latest information in your preferred app, such as Microsoft Teams, Outlook, Word, Whiteboard, and the Loop app.
  • Flexible Canvases for Collaboration – Loop pages are flexible canvases within the Loop app where you can bring together people and all your components, links, tasks, and data. They can start small and grow as your ideas expand. Pages in Loop can be shared across Microsoft 365 aplications as a link or embedded Loop component.
  • Shared Workpaces – Loop workspaces provide shared spaces that enable you and your team to see and organise everything important to your project. They make it easy for you to catch up on what everyone is working on and track progress toward shared goals.
  • Table Components – Tables allow teams to organise data, create lists, and track information in a structured format. Users can create custom tables, add columns and rows, and filter and sort data to suit their needs.
  • Agenda Components – Agendas in Loop help teams plan and organise meetings more effectively. Users can create agendas, add topics and discussion points, and collaborate with team members in real-time.

Microsoft Loop: Getting Started

Follow these step-by-step instructions to start collaborating with your team:

  1. Access Microsoft Loop: Open the Loop app in Microsoft 365 or access it directly through the web browser.(Open Microsoft Loop)
  2. Create a Workspace: Start by creating a new workspace for your team. Give your workspace a name and add members to collaborate with.
  3. Create or Join a Board, Table, or Agenda: Once your workspace is set up, you can create or join a board, table, or agenda. Click on the (+) icon to create a new board, table, or agenda, or join an existing one.
  4. Start Collaborating: Begin collaborating with your team by adding content to your board, table, or agenda. You can add notes, images, files, links, and more to share with your team.
  5. Invite Others to Collaborate: Invite other team members to collaborate on your board, table, or agenda by clicking on the share button and entering their email addresses.
  6. Work in Real-Time: Collaborate with your team in real-time by making edits, adding comments, and responding to feedback instantly.

Tips and Best Practices

To get the most out of Loop, follow these tips and best practices:

  1. Stay Organised: Keep your boards, tables, and agendas organised by using tags, labels, and filters.
  2. Communicate Effectively: Use comments and notifications to communicate with your team and stay updated on project progress.
  3. Set Reminders and Deadlines: Use reminders and deadlines to stay on track and ensure you complete tasks on time.
  4. Customise Your Workspace: Customise your workspace to suit your team’s needs by adding custom fields, templates, and integrations.
  5. Integrate with Microsoft Teams: Take advantage of Microsoft Loop’s integration with Microsoft Teams to streamline communication and collaboration within your team.

Software Downloads

Get ready to collabortate with your team on the go, anywhere! 

Follow these steps to download the Microsoft Loop companion app:

Android Users:

  1. On your mobile device, go to: aka.ms/LoopAndroid
  2. If prompted to sign into Google Play Store, sign in with your Google account. 
  3. Select Install. 
  4. Open Loop and sign in with your Microsoft work account.

Apple iOS Users:

  1. On your mobile device, go to: apps.apple.com/us/app/microsoft-loop/id1637682491
  2. If prompted to sign into Apple Store, sign in with your iCloud account. 
  3. Select Install. 
  4. Open Loop and sign in with your Microsoft work account.

Windows 10 / 11 Users:

  1. On your device, go to: microsoft.com/store/productId/9P1HQ5TQZMGD
  2. If prompted to sign into Microsoft Store, sign in with your Microsoft Work account. 
  3. Select Install. 
  4. Open Loop and sign in to the app with your Microsoft work account.

Frequently Asked Questions

Here are some common questions and troubleshooting tips to help you get started:

  • Q: How do I access Loop?
    A: You can access Microsoft Loop through the Loop app in Microsoft 365 or directly through the web browser. (Open Microsoft Loop)
  • Q: How do I invite others to collaborate on my workspace?
    A: To invite others to collaborate on your workspace, click on the share button and enter their email addresses.
  • Q: I’m having trouble accessing a board, table, or agenda. What should I do?
    A: If you’re having trouble accessing a board, table, or agenda, try refreshing your browser or logging out and logging back in again. If the issue persists, contact your IT administrator for assistance.
  • Q: I dont have a Microsoft 365 licence to access Microsoft Loop
    Feel free to contact our sales team to discuss your licencing and Microsoft 365 migration requirements. Contact Us


Microsoft Loop is a powerful tool for team collaboration and productivity.

By following the steps outlined in this guide and implementing the tips and best practices provided, you can unlock the full potential of Loop and take your team collaboration to the next level.

Start collaborating with your team today! You will be amazed at the difference Loop in Microsoft 365 can make.

Need help or advice?

Our team of dedicated support specialists are on hand to help customers ensure they get the most out of Microsoft 365, if you need any help or advice with Microsoft 365 or Microsoft Loop feel free to submit a ticket.

Published April 23, 2024, by Jonathan Lawton.

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