13 Best Tips to Get Started with Microsoft Loop

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Tip 1: Create a Workspace and Manage Pages

Content organization is a bit different onMicrosoft Loopas it tends to focus on co-creation and collaboration. First, you need to create a workspace and add pages to it. You can also add subpages to a main page for better management.

Step 1:Head to Microsoft Loop home and sign in with your Microsoft account details.

Step 2:Click+icon at the top-right corner.

Step 3:You can add a cover, emoji, and title. HitCreate.

Step 4:Go to your workspace and select+from the left sidebar to add a new page. To differentiate each page, you can add an icon and cover.

Step 5:To add subpages, right-click the three horizontal dots menu beside a page and selectNew subpage.

For example, if you create a company Roadmap for 2023, you can name the new page as ‘2023’ and add the months as subpages.

Tip 2: Explore Text Editing Options

Microsoft Loop doesn’t come with a standard toolbar like OneNote or Word. It’s hidden in the/command. You can type/and add headings, tables, checklists, bullet lists, number lists, and a divider.

If you want more options, select the text or paragraph and right-click on it. You can add bold, italic, and underlined effects and change the text and background color.

Tip 3: Check Microsoft Loop Templates

You don’t need to create a page from scratch in Microsoft Loop. You can explore some ready-to-use templates to get started quickly.

Microsoft offers ten templates to choose from. You can even clear the template content and keep relevant information on the page, such as tables and headings. Compared toNotion templates, the current selection is quite slim in Microsoft Loop.

Tip 4: Note Down Ideas

Microsoft Loop comes with a dedicated Ideas section to jot down thoughts quickly. You can open the Ideas menu and add pages as well as subpages to it. Later, you can always move pages from Ideas to a workspace in Loop.

Tip 5: Use Dark Theme in Microsoft Loop

Blessed with many Whitespace, it can be too much to handle if you plan to use Loop, especially at late hours. Luckily, Loop comes with the capability to enable the dark theme to reduce eye strain.

Step 1:Click the three horizontal dots menu at the top right corner and openSettings.

Step 2:Select aDarktheme.

Tip 6: Add Comments and Share Reactions

You can add comments and share reactions to any content on the page. This prevents creating a separate page or interlinking while keeping all the reactions and relevant comments on one page.

Step 1:Select any content on a page and click the smallchat bubblescomments icon.

Step 2:Select comment and type your response. You can add reactions on the page, too.

Step 3:Further, your team member can expand the comment and add a reply to it to create a threaded conversation.

Tip 7: Create a Loop Component

TheLoop componentis another handy add-on from Microsoft. You can create a Loop component and share the same content on other pages. When you edit such components, Loop changes all the content. You can also share the Loop components on Microsoft 365 apps.

Step 1:Open a Loop page and hitSharein the top right corner. ClickLoop Component. The app generates a link to share.

Step 2:Paste the link on Microsoft Teams or another Loop page.

Step 3:If you want to share specific content, select and right-click on it.

Step 4:Select theCreate Loop componentand copy the link.

Microsoft plans to support Loop components on Teams, Word, OneNote, and other Microsoft 365 apps in the future.

Tip 8: Check Version History

You can always check a page’s version history and revert changes or restore an old page. To do so, click the three-dot menu at the top and select Version History.

Tip 9: Add Tables and Change Column Type

Tables receive a massive overhaul in Loop. You can add a table using the/command and change the column type to your preference. Expand the column menu and change the column type to text, number, date, person, voting, or label.

You can also add ready-to-use databases like task lists, voting tables, or progress trackers.

Tip 10: Share a Microsoft Loop Workspace or Page

You can share an entire Loop workspace or a specific page (and subpages).

Step 1:Open any page in Microsoft Loop and clickShare.

Step 2:ClickWorkspaceand invite up to 50 members.

Step 3:You can also share a page link and set editing permission.

Loop lets you add a password and expiry date to prevent unauthorized access to a page.

Tip 11: Create Microsoft Loop App Shortcut

Although Microsoft Loop is available only on the web, you can install an app shortcut on your PC or Mac. Look for an app shortcut icon in the address bar and click on it. SelectInstalland ccess Loop with a single click from the Taskbar or Mac Dock.

Tip 12: Use Keyboard Shortcuts

You may want to speed up your workflow. One of the best ways to do this is using Microsoft Loop shortcuts. Shortcuts will allow you to format text and navigate seamlessly between pages.

Some shortcuts you should try are below:

Tip 13: Use Power Automate

You can useMicrosoft Power Automateto automate repetitive tasks within Loop. You may use them to create workflows that trigger actions based on changes in Loop. Some common use cases are sending notifications or updating your other connected apps.

Step 1:Launch Microsoft Power Automate and create a new flow.

Step 2:Pick a trigger for Microsoft Loop.

Step 3:Define the automation action, like emailing or updating a Teams channel.

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Last updated on 08 July, 2024

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