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Microsoft Loop: Smarter Team Collaboration

What You'll Learn in Microsoft Loop: Smarter Team Collaboration

Course Length

3 hours (1/2 day)

Learning Objectives

  • Understand the purpose of Microsoft Loop and where it fits within Microsoft 365
  • Differentiate between Loop, Word, and OneNote
  • Create and manage Loop workspaces, pages, and subpages
  • Use Loop components to collaborate across Microsoft 365 applications
  • Format content using headings, text styles, and templates
  • Insert media, files, tables, task lists, and other interactive content
  • Share and collaborate on Loop workspaces and pages
  • Understand where Loop content is stored and how to locate it later
  • Use Loop with Teams, Outlook, Whiteboard, and other Microsoft 365 applications
  • Organize and manage Loop content effectively

Target Student

This course is for individuals who use Microsoft 365 and want to learn how to organize information, collaborate with others, and work more effectively using Microsoft Loop.

Course Outline

Microsoft Loop is a collaborative workspace that brings together people, content, and tasks across Microsoft 365. It allows teams to create shared workspaces, collaborate in real time, and keep information synchronized across applications such as Teams, Outlook, Word, Whiteboard, and more.


In this course, you will learn how to create and organize Loop workspaces, pages, and components, collaborate with colleagues, manage shared content, and understand how Loop integrates throughout the Microsoft 365 ecosystem.


Section 1: Introduction to Microsoft Loop

Introduction to Loop

What Is Microsoft Loop?

The Three Faces of Loop

Understanding Loop Components, Pages, and Workspaces

Loop vs. Word

Loop vs. OneNote

When to Use Microsoft Loop

Microsoft Loop Use Cases


Section 2: Understanding Loop Storage and Navigation

Where Loop Components Are Stored

Where Loop Pages Are Stored

How Loop Content Is Saved

Finding Existing Loop Components

Finding Existing Loop Pages

The Microsoft Loop App Tour

Navigating the Loop Interface

Managing Recent and Shared Content


Section 3: Building Workspaces and Pages

Creating a Loop Workspace

Creating Pages

Creating Subpages

Organizing Content Within a Workspace

Working with Multiple Pages

Best Practices for Workspace Organization


Section 4: Working with Loop Components

Understanding Loop Components

General Loop Components

Task Lists

Tables

Checklists

Voting Tables

Status Trackers

Progress Trackers

Template Components

Reusing Components Across Microsoft 365


Section 5: Creating and Formatting Content

Working with Headings and Text Styles

Using Callouts and Content Blocks

Creating Structured Notes

Using Templates

Communications Components

Media Components

Apps and Connected Content

Insert Options in Loop


Section 6: Sharing and Collaboration

Sharing Workspaces

Sharing Pages

Sharing Loop Components

Real-Time Collaboration

Comments and Mentions

Permissions and Access

Working Together Across Microsoft 365 Apps

Best Practices for Collaborative Work


Section 7: Managing and Maintaining Loop Content

Managing Microsoft Loop

Updating and Organizing Content

Moving and Reorganizing Pages

Archiving Information

Saving and Accessing Pages

Finding Information Quickly

Loop Governance and Best Practices


Section 8: Microsoft 365 Integration and Wrap-Up

Using Loop in Teams

Using Loop in Outlook

Using Loop in Whiteboard

Using Loop with Other Microsoft 365 Applications

Recap and Insights with Loop

Choosing the Right Tool: Loop, Word, OneNote, or Teams

Microsoft Loop Best Practices


Microsoft Loop: Smarter Team Collaboration

Upcoming Classes

All Public classes are held online
with a live instructor

No dates have been scheduled for this class. Please contact us for more information or request a private class.

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The Great Canadian Training & Consulting Company Advantage

When you train with us, your training will not just check a box. We make sure it is GREAT!

  • Experienced Trainers
  • Learn or Come Back Free Policy on Public Classes
  • 24/7 After Training Support

All of our courses include

PDF Reference Guide

Take your learning further with a digital Reference Guide you can access anytime. It’s practical, paper-free, and accessible on any device.

After-Training Support

Get 30 days of live 24/7 after-training support via phone, email and online chat to help apply what you've learned

Certificate of Completion

Boost your credentials with a Certificate of Completion, confirming the skills you’ve acquired with us.


Want even more?
Check out our add-ons

Printed Reference Guide

While we love technology, we understand that there is something about having a paper copy. Add a printed reference guide to your training, which we will have shipped to your location.


Extended After-Training Support

Extend your support beyond the standard 30 days for ongoing assistance.


Can I customize my course?
OF COURSE!

Customized to meet your unique needs

We can customize your training to fit your exact needs, whether it's making small adjustments or creating entirely new courses. From setting specific objectives and including your own files to addressing unique challenges, we're here to help. We can even tailor the training to align more closely with how you work and to fit perfectly into your schedule. Our goal is to provide training that's as unique as your goals.


Use your own files instead of our exercise files

You can opt to use your working files in your private training sessions (instead of our standard exercise files). This allows you to see how the lessons apply directly to your day-to-day role and get work done while you train—a true win-win!


Access to your recorded session for 60 days

You can request your private session be recorded. You can have access for 60 days to revisit what you’ve learned.