Microsoft Loop Course

Microsoft Loop brings your notes, tasks, and ideas together in one shared space so you can stay focused and organized.

By the end of this module:
You’ll understand what Loop is, how it’s structured, and how to navigate the dashboard with confidence.

Lessons included:

• Welcome to Loop for Business Professionals
• The Building Blocks of Loop
• Quick Dashboard Tour
• What You’ll Learn in This Course

Now that you know the building blocks of Loop, it’s time to create your own workspace and start organizing your content.

By the end of this module:
You’ll be able to create, structure, and navigate workspaces with top-level pages, subpages, and helpful resources — all accessible across Teams, Outlook, and mobile.

Lessons included:

• Workspace Foundations
• Creating Your First Workspace
• Navigating Between Workspaces
• Creating and Organizing Top Level Pages
• Creating Subpages: Two Simple Methods
• Adding Important Resources: Files & URLs
• Accessing Loop: Teams, Outlook, and Mobile

With just a few formatting tools, you can turn a cluttered page into something clear, organized, and easy to scan.

By the end of this module:
You’ll be able to format Loop pages with headings, lists, tables, and templates — making your content easier to read, navigate, and collaborate on.

Lessons included:

• Why Page Design Matters
• Formatting Essentials: Transforming Your Loop Pages
• Re-arranging Pages with Content Blocks
• Using /: Loop’s Most Powerful Shortcut Key
• Creating Dynamic Tables
• Creating and Saving Custom Templates
• Undo Toolkit: Recycle Bin & Version History Tips

Loop components are live, editable pieces of content you can share across Microsoft 365 — and they stay in sync no matter where they’re edited.

By the end of this module:
You’ll know how to create, share, and manage Loop components across Teams, Outlook, and the Loop app — so your team always stays on the same page.

Lessons included:

• What are Loop Components?
• Creating & Sharing Your First Loop Component
• Using Loop Components in Outlook: Try the Voting Table
• Using Loop Components in Teams: Try Code Snippet
• Searching for Loop Components

Loop brings your content and conversations into one shared space—so your team feels more connected, focused, and productive.

By the end of this module:
You’ll be able to collaborate with your team using @mentions, comments, emojis, boosts, recaps, and flexible sharing options.

Lessons included:

• Why Collaboration in Loop Matters
• Kickstarting Collaboration with @Mentions
• Leaving Comments for Feedback
• Expressing Yourself with Emojis and Boosts
• Tracking Changes in Loop with Recap
• Sharing Loop Content with Your Team

Loop lets you manage your content and tasks in one place — so your team can stay organized and aligned without switching tools.

By the end of this module:
You’ll be able to manage projects using Loop’s Task Lists, Planner Plans, Progress Tracker, and Status area — giving you one project management dashboard for your team.

Lessons included:

• Why Use Loop for Task Management?
• Task List: Managing Tasks & Assignments
• Planner Plans: Embedding Existing Plans
• Task List vs. Planner Plan — Which Should You Use?
• Progress Tracker: Tracking Project Milestones
• Kanban Board: Visualizing Personal Workflows
• Status Area: Managing Team Projects

Loop helps bring structure to your meetings—so you can prepare, participate, and follow up all in one place.

By the end of this module:
You’ll be able to run more effective meetings using Loop’s collaborative notes, task syncing, and workspace integrations—whether it’s a one-time meeting or a recurring series.

Lessons included:

• Moving Your Meetings Forward
• Setting Up Teams Meetings with Best Practices
• Creating Collaborative Meeting Notes
• Staying Organized in Recurring Meetings
• Streamlining Task Follow-Up After Meetings

This final module is all about working smarter in Loop—so you can stay organized, find what you need faster, and manage notifications without the overwhelm.

By the end of this module:
You’ll be able to organize your workspaces, manage your personal content, and stay on top of updates using search, notifications, and real-life setup tips.

Lessons included:

• Working Smarter with Loop
• Exploring Real-Life Loop Workspace Setups
• Keeping "My Workspace" Organized
• Searching in Teams for Loop Content
• Managing Loop Notifications

You now have 7 practical ways to use Microsoft Loop to streamline your daily workflows — all with one modern, flexible app. Whether you're organizing projects, managing tasks, or collaborating with your team, Loop helps you bring it all together.