Outlook - Create a collaborative email with Microsoft Loop and Outlook Tutorial
Discover how to create a collaborative email with Microsoft Loop and Outlook. With Loop components, you can seamlessly embed status updates, task lists, and Kanban boards directly within your emails. Learn how to track project progress in real time and enable effective collaboration across teams. Watch now to streamline your project management and enhance team productivity!
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Creating a draft
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Clutter
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The 5 Whys
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Use the F.A.I.R. Method
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Adapt Your Feedback to the Dominant Energy Tendency
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Use the Microsoft 365 Ecosystem
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The Pomodoro Method
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Use Microsoft 365 to Foster Motivation
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Use Planner to Align My Team's Priorities
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Set SMART Goals with Microsoft 365 Tools
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Is a hacker always a cybercriminal?
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Will I know what to do if I get hacked?
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Do I have to be an IT expert to protect myself?
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Do cybercriminals only target large companies?
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Are all files safe as long as I open them with trusted software?
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Is contactless payment safe ?
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Are online payments riskier than in-store ones?
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Is cloud storage less secure than my personal computer?
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Is scanning a QR code always safe?
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Can my mobile apps do anything without my permission?
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Is public Wi-Fi safe if no password is required?
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Is the sender’s email address enough to verify a message?
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Can I safely click a link in a message?
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Does connecting to a well-known website guarantee its safety?
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Am I safe online if I’m careful?
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Does private browsing make me anonymous?
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Are updates useless if everything works fine?
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Is a firewall the same as an antivirus?
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Does my antivirus block all threats?
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Is a free antivirus good enough?
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Is signing in with Google or Facebook a bad idea ?
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Is my password secure if it contains an @ and a number?
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Is a strong password all I need to stay safe?
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Unlock new possibilities with the Mistral Canvas
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Mistral at the service of coding
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Analyze and compare your documents with Mistral
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Generate your images and visuals with Mistral AI
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Use Mistral AI to summarize online information
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Exchange and manage your conversations with Mistral AI
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Explore Mistral AI's generative options
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Set up your Mistral workspace
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Discover Mistral, the French-style AI
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Instant alerts tailored to your activities
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Seamless collaboration inside Microsoft Teams
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Easy sharing with your team or organization
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Relevant views to highlight your information
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Clear insights through filters and sorting
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A well-structured form for easy entry
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The right column type for each data set
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Custom columns to match your needs
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Smooth updates and management for any list
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Simple ways to add data to your list
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Excel data turned into a dynamic list
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A fully custom list built from scratch
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A quick setup with ready-made templates
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Mobile access to your lists made simple
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The essentials of the Lists interface
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The key reasons to use Microsoft Lists
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Personality and tone for a believable rendering
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Format and example for optimal results
- 02:03
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The Importance of Context in Your Applications
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Task Accuracy in Prompting
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The Basis of Prompting in Conversational AI
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What is a prompt in conversational AI?
- 02:02
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Extract Text from an Image
- 01:07
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Reply to an Email with Copilot
- 01:10
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Create SharePoint Pages with Copilot
- 01:49
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Query an Attached Meeting
- 01:51
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Plan with Copilot
- 01:15
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Share Requests with Your Team
- 03:07
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Translate a presentation
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Generate a Video
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Add Speaker Notes
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Initiate a project budget tracking table with Copilot
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Develop and share a clear project follow-up with Copilot
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Organize an action plan with Copilot and Microsoft Planner
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Structure and optimize team collaboration with Copilot
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Copilot at the service of project reports
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Initiate a tracking table with ChatGPT
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Distribute tasks within a team with ChatGPT
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Generate a meeting summary with ChatGPT
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Project mode
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Create an agent for a team
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Install and access Copilot Studio in Teams
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Analyze the Copilot Studio agent
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Publish the agent and make it accessible
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Copilot Studio agent settings
- 01:33
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Add new actions
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Create a first action
- 01:59
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Manage topics
- 01:51
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Manage knowledge sources
- 01:11
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Create an agent with Copilot Studio
- 01:52
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Access Copilot Studio
- 01:09
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Get started with Copilot Studio
- 01:25
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Introduction to PowerBI
- 00:60
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Introduction to Microsoft Outlook
- 01:09
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Introduction to Microsoft Insights
- 02:04
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Introduction to Microsoft Viva
- 01:22
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Introduction to Planner
- 00:56
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Introduction to Microsoft Visio
- 02:07
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Introduction to Microsoft Forms
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Introducing to Microsoft Designer
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Introduction to Sway
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Introducing to Word
- 01:00
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Introducing to SharePoint Premium
- 00:47
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Create a call group
- 01:15
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Use call delegation
- 01:07
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Assign a delegate for your calls
- 01:08
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Ring multiple devices simultaneously
- 01:36
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Use the "Do Not Disturb" function for calls
- 01:28
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Manage advanced call notifications
- 01:29
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Configure audio settings for better sound quality
- 02:08
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Block unwanted calls
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Disable all call forwarding
- 01:09
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- 02:01
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Update voicemail forwarding settings
- 01:21
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Configure call forwarding to internal numbers
- 01:02
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Set call forwarding to external numbers
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Manage voicemail messages
- 01:55
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Access voicemail via mobile and PC
- 02:03
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Customize your voicemail greeting
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- 01:38
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Support third-party apps during calls
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Add participants quickly and securely
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Configure call privacy and security settings
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Live transcription and generate summaries via AI
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Prompt coach
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Objectifs :
This video aims to demonstrate how to effectively use Loop components in Outlook for real-time collaboration on projects, enabling users to manage tasks and updates directly within their emails.
Chapitres :
-
Introduction to Loop Components
Loop components in Outlook allow users to capture and modify ideas, status updates, or questions in real time directly within their emails. This feature eliminates the need to switch between different applications, streamlining the workflow. -
Adding a Loop Component
To add a loop component to a message, follow these steps: 1. Navigate to the message ribbon. 2. Select 'Loop Components'. 3. Choose the desired component from the drop-down list. You can insert various types of components, such as a task list to track project status or a Kanban board to visualize and manage the steps of your process. -
Using a Kanban Board
For example, consider using a Kanban board for a website creation project. Once the component appears in the email, you can: - Add a title. - Fill in the cards in the 'To Do' column to detail the tasks required for this project. - Assign tasks to team members by entering their respective names in the activities they will need to accomplish. -
Task Assignment and Permissions
When you assign a task to a person, it automatically adds them to the recipient list of the email. By default, a loop component sent via Outlook is shared according to the permissions in place within your organization. While drafting the item, you can adjust who the loop component will be shared with by: 1. Clicking on its name in the upper left corner of the loop component. 2. Selecting the first option to configure the desired permission type. -
Collaborating in Real Time
After composing the email subject, send it to start collaborating. Teams can now complete each task by moving the cards. As the project progresses, changes made to the Kanban board will be visible in real time to all team members, enabling seamless and effective collaboration. -
Tracking Project Progress
To track project progress, you can use the email or the Loop application by clicking on the provided link. It is also possible to share the component in a team's group. To do this: 1. Right-click on the component title. 2. Copy the link. 3. Paste it into a team's chat group. All changes made here will also be visible to other team members already collaborating from the previously sent email. -
Conclusion
By centralizing information and enabling real-time updates, you can manage your projects more smoothly and consistently. The use of Loop components in Outlook enhances collaboration and project management efficiency.
FAQ :
What are loop components in Outlook?
Loop components are interactive elements that allow users to capture and modify ideas, status updates, or questions directly within their emails without needing to switch between different applications.
How do I add a loop component to my email?
To add a loop component, navigate to the message ribbon in Outlook, select 'Loop Components', and choose the desired component from the drop-down list.
What types of components can I insert?
You can insert various types of components, such as a task list to track project status or a Kanban board to visualize and manage the steps of your process.
How do I assign tasks to team members using loop components?
You can assign tasks by entering the names of team members in the activities they need to accomplish. When you assign a task, it automatically adds them to the email's recipient list.
Can I share loop components with my team?
Yes, loop components can be shared with your team. You can adjust sharing permissions in the upper left corner of the loop component and copy the link to share it in a team chat.
Quelques cas d'usages :
Project Management with Kanban Boards
Using loop components, teams can manage projects by creating Kanban boards within emails. This allows for real-time updates and task assignments, improving collaboration and tracking project progress efficiently.
Real-Time Status Updates
Teams can utilize loop components to provide real-time status updates on ongoing projects. By modifying the task list or Kanban board, all team members can see changes instantly, ensuring everyone is on the same page.
Cross-Department Collaboration
Loop components can facilitate collaboration between different departments by allowing users to share project updates and tasks in a centralized manner. This helps in managing inter-departmental projects smoothly.
Remote Team Coordination
For remote teams, loop components enable effective coordination by allowing team members to update tasks and share progress in real time, regardless of their location, thus enhancing productivity.
Glossaire :
Loop Components
Interactive elements within Outlook that allow users to capture and modify ideas, status updates, or questions in real time directly within emails.
Kanban Board
A visual tool used to manage and track tasks in a project, organized into columns representing different stages of the workflow, such as 'To Do', 'In Progress', and 'Done'.
Task List
A list of tasks that need to be completed, often used to track project status and assign responsibilities to team members.
Permissions
Settings that determine who can view or modify a loop component within an organization, ensuring that sensitive information is shared appropriately.
Real Time Collaboration
The ability for multiple users to work on the same document or project simultaneously, with changes being visible to all participants instantly.
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