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Microsoft Loop Templates 1

Microsoft Loop Templates

By Rich | Template Road on May 1, 2023

With a public launch on 22 March 2023, Microsoft Loop is a new collaboration app that will keep your team’s knowledge organised. At launch, Loop is like a scaled-down Notion alternative that is built into Microsoft 365.

In this article, we’re going to look at Microsoft Loop templates and how you can build them and use them with your team.

 

Contents

  • Microsoft Loop Login
  • Microsoft Loop Default Templates
  • Microsoft Loop Project Management Brief Template
  • Microsoft Team Decision Template
  • Microsoft Loop Project Management Planning Template
  • Microsoft Loop Meeting Notes Template
  • More Microsoft Loop Templates
  • Microsoft Loop Template FAQs
  • How do you share Microsoft Loop templates?
  • What are the building blocks/components that I can use in Microsoft Loop templates?
  • How do Microsoft Loop templates compare to Notion templates?

Microsoft Loop Login

Firstly, to access Microsoft Loop, you’ll need a Microsoft account to sign in via this Loop login page.

CleanShot 2023 05 01 at 12.53.10

Once you’ve logged in to Microsoft Loop, you’ll be able to access their built-in templates via their +New page button.

CleanShot 2023 05 01 at 12.54.24

 

Microsoft Loop Default Templates

When you create a new page, you’ll see four default templates that you can use:

  1. Project Brief
  2. Team Decision
  3. Project Planning
  4. Meeting Notes

CleanShot 2023 05 01 at 12.58.07

By clicking on “Explore other templates”, you’ll be able to access six other Microsoft Loop templates including the Bad Idea Brainstorm Loop template, Product Wiki Loop template, Action Heroes Loop template, Stand-Up Meeting Loop template, Issue Tracker Loop template and Problem Framing Loop template.

Microsoft Loop Project Management Brief Template

This template utilises the following Loop components:

  • Headings
  • Lists
  • Divider
  • Progress Tracker Table
  • Task List
  • Hyperlink embed

 

CleanShot 2023 05 01 at 12.59.59

 

Microsoft Team Decision Template

This template utilises the following Loop components:

  • @mentions
  • Headings
  • Lists
  • Divider
  • Voting Table
  • Task List

CleanShot 2023 05 01 at 13.05.53

 

Microsoft Loop Project Management Planning Template

This template utilises the following Loop components:

  • Headings
  • Lists
  • Divider
  • Progress Tracker Table
  • Team Voting Table
  • Hyperlink embed

CleanShot 2023 05 01 at 13.08.12

 

Microsoft Loop Meeting Notes Template

This template utilises the following Loop components:

  • Headings
  • Lists
  • Divider
  • Progress Tracker Table
  • Task List
  • Task List Table
  • Hyperlink embed

CleanShot 2023 05 01 at 13.10.37

More Microsoft Loop Templates

Although Microsoft Loop templates aren’t currently shareable as links, we’ve created training videos so you can build your own Microsoft Loop templates like:

  • Microsoft Loop Daily, Weekly, Monthly Planner template
  • Microsoft Loop CRM template
  • Microsoft Loop Event Planning template
  • Microsoft Loop Performance Review template

You’ll be able to take these skills and build your own:

  • Microsoft Loop Brand Guidelines template
  • Microsoft Loop Social Media Post Planner template
  • Microsoft Loop Sprint Retrospective template

Access this training via the link on this page.

 

Microsoft Loop Template FAQs

Let’s answer some of the most common questions about Microsoft Loop templates.

How do you share Microsoft Loop templates?

You can share a Microsoft Loop template as a link with your team so they can view or edit the page but you can’t share a link to a reusable template like you can do in Notion and other tools.

CleanShot 2023 05 01 at 13.22.13

 

What are the building blocks/components that I can use in Microsoft Loop templates?

Microsoft Loop currently offers the following template building blocks:

CleanShot 2023 05 01 at 13.29.13

The General section offers basic formatting options and the Communication + Media sections offer mentioning features and more formatting options.

The Templates section will be the most commonly-used feature with:

A Task List provides a basic to-do list with checkboxes within a formatted table

CleanShot 2023 05 01 at 13.35.33

A Voting Table provides a way for logged-in team members to vote on ideas (useful for meeting note templates)

CleanShot 2023 05 01 at 13.34.46

 

A Progress Tracker provides a formatted table with a shaded grey top row and the ability to add coloured category labels (no filtering available yet)

CleanShot 2023 05 01 at 13.36.11

How do Microsoft Loop templates compare to Notion templates?

Notion has been in development for a longer period of time and their Notion template library is extensive. They also have more advanced features compared to Microsoft Loop. If you’re looking for dynamic databases, linked components, simple sharing or hundreds of templates for every use-case, you’ll be disappointed in using Loop. If you’re looking for simple meeting note templates (although not scaleable in terms of holding hundreds of notes), collaborative Microsoft Loop templates or spaces that your team who already use Microsoft 365 can access, you’ll find Loop useful.

 

Posted in Microsoft Loop.
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