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How to Collaborate in Real Time with Microsoft Loop

Loop lets small, shareable pieces of content stay in sync everywhere you paste them. Here is how to get started.

  1. Create a Loop workspace

    Go to loop.microsoft.com and create a new workspace, a shared team space for organizing related pages and components.

  2. Add a page to your workspace

    Inside the workspace, add a new page, either starting from a template or from a blank page, and structure it however fits your purpose, such as meeting notes or a project plan.

  3. Insert a component

    Add Loop components like tables, task lists, or progress trackers to your page. Unlike a whole document, each component can be shared independently as its own small, self-contained block.

  4. Insert a component into an Outlook email

    While composing a new message, click the Loop component icon on the Message tab and insert the component you want. The recipient can edit it directly inside the email.

  5. Share a component in a Teams chat

    Insert a component using the Loop icon at the bottom of a Teams chat, and everyone in that conversation can edit it together in real time.

  6. See real-time sync in action

    If one person edits the component from an Outlook email, the same change appears instantly everywhere else that component is embedded, whether that is a Teams chat, another document, or anywhere else.

  7. Add the workspace as a Teams channel tab

    Use the plus button at the top of a Teams channel to add your Loop workspace as a tab, giving the whole team easy access to the same shared workspace.

Bring scattered collaboration into one place

Because a Loop component is shared as a small piece, like a table or a task list, rather than an entire document, pasting the same component into an Outlook email and a Teams chat keeps every copy in sync. Edit it in one place, and the change shows up everywhere else instantly.

Pair it with a personal task list

If you also want to track the tasks that come out of a Loop page as a personal to-do list, a simple task management app that syncs with your calendar and email can complement Loop nicely for day-to-day planning.

Frequently Asked Questions

Do I need to install anything to use Loop?

No β€” you can start using it right away in a web browser at loop.microsoft.com, and Outlook and Teams let you insert components directly from their own menus without any separate installation.

What is the difference between a Loop component and a Loop page?

A page is a full document that can contain multiple components, while a component is a single block inside that page, like a table or a list, that can also be inserted independently into other apps.