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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Available in Microsoft365

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status updates or questions in real time directly

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within your emails without switching between different applications

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to add a loop component to a message.

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Navigate to the message ribbon. Then loop components

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select the desired component from the drop down list.

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You can insert various types of components such as a task list to track project

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status or a Kanban board to visualize and manage the steps of your process.

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Let's take for example, a Kanban board for a website creation project.

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Once the component appears in the email, add a title,

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fill in the cards in the to do column to detail the tasks required for this project.

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Assign tasks to team members by entering their respective

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names in the activities they will need to accomplish

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when you assign a task to a person.

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It automatically adds them to the recipient of the email.

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By default.

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A loop component sent via outlook is shared according

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to the permissions in place within your organization.

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While drafting the item, you can adjust who the loop component will be shared with in

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the upper left corner of the loop component. Click on its name.

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Then select the first option

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note currently only members of your organization

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can view and modify a loop component

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in the window that opens. You can choose and configure the desired permission type,

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compose the email subject and send it to start collaborating.

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Teams can now complete each task by moving the cards. As the project progresses,

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changes made to the Kanban board will be visible in

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real time to all team members enabling seamless and effective collaboration

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to track project progress.

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You can use this email or use the loop application by clicking on this link.

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It is also possible to share the component in a team's group, for example,

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to do this right, click on the component title

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and copy the link,

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then paste it into a team's chat group.

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All changes made here will also be visible to

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other team members already collaborating from the previously sent email

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by centralizing information and enabling real time updates.

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You can manage your projects more smoothly and consistently.

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