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Loop - Collaborate on tasks with Team, Loop, and Planner Tutorial

Unlock the power of teamwork with our tutorial on 'Collaborate on Tasks with Team, Loop, and Planner'. Discover how Microsoft Teams, Loop, and Planner work together to enhance collaboration in real-time. Learn to create dynamic tasks, seamlessly integrate components, and ensure that every team member stays on track. Dive in and elevate your project's efficiency!

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Parteger

Available in Microsoft365

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Teams,

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and Planner.

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In teams,

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start by creating a team.

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Rename it according to the project,

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then name the first channel

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or set it as the general channel,

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then immediately add all the people who will participate in this project.

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Now integrate a loop component to structure the collaboration

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and allow the entire team to centralize,

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modify and track key project information in real time.

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You have 2 options to create a loop component

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either directly in a channel post or as a dedicated tab.

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In our case,

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we will choose to add it as a tab,

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click on add a tab,

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then select new page.

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Give a title to this page,

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then structure it to facilitate live framing

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as loop allows instant co-editing without leaving teams.

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Fill in the essential sections,

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context,

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objectives,

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and acceptance criteria.

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Once this component is set up,

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each member can view or modify the elements according to their task.

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The tasks assigned in the component are

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automatically synchronized with the personal task lists

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of the individuals concerned.

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For a team briefing,

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the loop component can be integrated into the agenda,

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allowing everyone to edit it live during the meeting.

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During the meeting,

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simply copy the component link

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and insert it into the chat.

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At the end of the meeting,

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the component will be automatically added to the general channel.

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Thus,

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there are two accesses to the components in the channel conversations

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and in the tab created at the very beginning.

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In summary,

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use teams to centralize communication,

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loop to structure and update the framework,

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and planner to accomplish each task.

Mandarine AI: WHAT YOU SHOULD KNOW

RELATED COURSES This tutorial is part of the following courses

Video Training Microsoft 365 - Choose your task management tool

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Video Training Microsoft 365 - Choose your task management tool

Discover how to structure task management in Microsoft 365 by combining Outlook, Lists, Planner, Loop, and To Do for smooth and centralized coordination.

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