Platform Banner

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!

02:30
647 views

Available in Microsoft365

00:00:07

status updates,

00:00:08

or questions in real time directly in your emails

00:00:11

without having to switch apps.

00:00:13

To insert a loop component into a message,

00:00:16

you must now go to the insert tab of the Outlook ribbon.

00:00:19

From this section,

00:00:20

click loop component to access the list of available items.

00:00:24

Ergonomics have evolved.

00:00:26

Components are now better organized and come with a quick overview

00:00:29

to help you choose the one that best suits your needs.

00:00:33

Among the proposed components,

00:00:35

you can insert a to do list,

00:00:37

a Kanban board,

00:00:39

a simple board,

00:00:40

or a quick vote.

00:00:42

Let's take the example of the Kanban board to manage a website creation project.

00:00:47

Once the component is added to your message,

00:00:50

enter a title,

00:00:51

then start filling out the first column with the tasks that need to be done.

00:00:56

Assign each task to a team member by

00:00:59

typing their name directly into the corresponding card.

00:01:02

When someone is assigned a task,

00:01:05

that person is automatically added to the message

00:01:08

recipients if they are not already assigned.

00:01:11

Loop components sent from Outlook are shared based

00:01:13

on the permissions set in your organization.

00:01:16

Before sending the email,

00:01:17

you can change the components sharing settings.

00:01:20

To do this,

00:01:21

click the name of the loop component,

00:01:23

located at the top left of the component,

00:01:25

and then select the first option that appears.

00:01:28

In the window that opens,

00:01:30

you can adjust the access rights according to your needs.

00:01:33

Currently,

00:01:34

only members of your organization can view or edit a loop component.

00:01:39

Once the permissions are configured,

00:01:41

write the subject of the message and send it.

00:01:43

The team will be able to collaborate directly from their email,

00:01:47

evolving the cards on the combo board as the project progresses.

00:01:51

All changes are visible in real time to all employees.

00:01:54

This synchronization facilitates teamwork and

00:01:57

makes coordination much smoother.

00:01:59

To follow the project,

00:02:00

you can continue to use the email or open the

00:02:03

loop application directly from the link inserted in the component.

00:02:08

It is also possible to share this component in a team's channel.

00:02:12

To do this,

00:02:13

right click on the component title and copy the link,

00:02:16

then

00:02:16

paste it into the desired conversation.

00:02:19

Team members will be able to interact with this component,

00:02:22

whether they access it through Outlook or Teams.

00:02:26

All contributions are centralized,

00:02:28

which allows for consistent tracking

00:02:31

and efficient project management.

Mandarine AI: WHAT YOU SHOULD KNOW

RELATED COURSES This tutorial is part of the following courses

620 Views

Microsoft Outlook Advanced Training – Master Essential Features

Elevate your Microsoft Outlook skills with our intermediate training, designed to leverage advanced features essential for effective email a...

1259 Views

E-learning Débutant

Video Training Microsoft Loop - Strengthen your collaboration with Microsoft Loop

Microsoft Loop is a collaboration platform that enables users to create, share, and collaborate on documents, spreadsheets, presentations, a...

ALL COURSES