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How to use Planner Loop components
Jul 4, 2023 10:00 AM

How to use Planner Loop components

by HubSite 365 about Darrell Webster Modern Work Mentor

Modern Work Mentor, Change Consultant, Content Creator, Community Conduit.

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Announcing the Planner Loop Component, so you can host your Planner plans anywhere in Microsoft 365!

Microsoft Loop is a collaborative workspace that integrates various components to create dynamic and interactive documents. Loop components are powerful tools within this workspace, designed to work across Microsoft 365 apps and services. These components allow users to collaborate in real-time, making it easier to coordinate and complete tasks more efficiently. Some of the key features of Microsoft Loop components include:

Similar to other Loop components, task lists are movable content that maintains synchronization across all shared locations. These tasks are not only portable, but they also sync with Planner and To Do, allowing users to manage their tasks from the programs of their choosing. Here are some modern methods for creating task lists. More entry points will be added in the future, but the behavior should not change. 

Loop workspaces facilitate the organization of all the components you require for your project, including tasks. You can type "/" to insert a task list on a Loop page and 'Add a task' to add more tasks.A user can be assigned to any task by simply selecting or mentioning their name.Your task list can be made into a Loop component so that it can be shared via chat in Teams, Outlook, and even web apps like Word and Whiteboard when you use Microsoft 365. No matter where the edits are being finished, when tasks are added or finished, the updates are synchronized across all the locations where the task list was shared.These tasks can be completed anywhere and in Microsoft Planner.

To-Do list Loop components can also be found on communication hubs such as Teams and Outlook. You'll find an additional set of options under the "Loop Components" option in the "Insert" tab of your new email. To add a new task list to the email body, select the "Task List" option. This task list allows you to add new tasks, assign users to it, and add the due dates for each task.Every user who has been assigned a task will be automatically added to the email's "To" list. 

Announcing the Planner Loop Component, so you can host your Planner plans
anywhere in Microsoft 365!
Real-time Collaboration: Users can work simultaneously on Loop components, seeing each other's contributions as they happen.
  • Flexibility: Loop components can be used across different Microsoft 365 apps, like Teams, Outlook, and OneNote.
  • Dynamic Content: Content within Loop components is live and interactive, updating automatically as changes are made.
  • Variety of Components: These include task lists, notes, tables, and more, catering to various collaborative needs.

Loop itself is part of Microsoft's vision for fluid, collaborative work. It's designed to break down barriers between apps, allowing content to move freely and be accessible in multiple environments. This enhances teamwork and productivity, as users don't need to switch contexts or apps to collaborate effectively.

Overview of Microsoft Loop and Planner Integration

The integration of Microsoft Loop with Microsoft Planner marks a significant advancement in collaborative and task management tools within the Microsoft 365 suite. This integration allows for real-time updates and seamless management of tasks, fostering a more efficient and cohesive work environment. It exemplifies Microsoft's commitment to enhancing productivity through better collaboration tools and integrated systems.

The tasks you add in Planner will be added and synchronized to the first bucket in your plan when you add them to the first task list in your collaborative notes. Each new task list you add to the collaborative notes file will result in the creation of a new bucket in the synchronized plan. You can move tasks between task lists in the Collaborative notes file to move tasks between plan buckets after you've created multiple task lists. Additionally, you can transfer tasks between those buckets and task lists in collaborative notes.It won't, however, add a new task list to your collaborative notes if you add a new bucket in Planner.

Similarly, for multiple Task lists created in a Loop page in Loop app, each task list will create a new bucket in the plan.  

Overview of Microsoft Loop

Microsoft Loop represents a significant step in collaborative technology, offering a unified platform where users can seamlessly work together in real time. Its components, ranging from task lists to dynamic tables, are designed to integrate across Microsoft 365 applications. This level of integration and flexibility promotes efficiency and enhances teamwork, making Microsoft Loop a valuable tool in today's collaborative work environment.

Microsoft Loop and Planner integration is a strategic combination that enhances task management and collaboration within the Microsoft 365 ecosystem. This integration allows users to manage tasks more effectively while collaborating in real-time. Here are some key aspects of how Microsoft Loop integrates with Microsoft Planner:

  • Seamless Task Management: Users can create and manage Planner tasks directly within Loop. This integration ensures that tasks are updated in real-time, providing a synchronized view across both platforms.
  • Interactive Task Lists: Within a Loop component, users can embed interactive task lists linked to Planner. This feature allows team members to track progress, assign tasks, and update statuses without leaving the Loop environment.
  • Real-Time Updates: Any changes made to tasks in Planner are automatically reflected in the corresponding Loop component, ensuring that all team members have the latest information.
  • Enhanced Collaboration: By integrating Planner tasks within Loop, team members can discuss, brainstorm, and make decisions around specific tasks in a collaborative space.

The integration between Microsoft Loop and Planner is designed to streamline task management and enhance collaborative efforts. It bridges the gap between task planning and execution, making it easier for teams to stay organized and aligned on their projects and objectives.