Looping into the Future - OneNote's BIG Upgrade!
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- Опубликовано: 28 май 2024
- Dive into the future of collaboration with our latest tutorial, where we uncover the full potential of OneNote's biggest update in years! OneNote, a favourite digital notebook since 2003, is now supercharged with Loop components, bringing unparalleled collaboration capabilities to your team's fingertips.
In this comprehensive tutorial, we explore everything from dynamic project management with Loop Task Lists to real-time brainstorming and interactive content sharing. Whether you're managing complex projects or looking for ways to streamline your workflow, the new Loop features in OneNote are set to revolutionise how you collaborate and bring ideas to life.
🔍 What You'll Learn:
How to utilise Loop components in OneNote for seamless collaboration.
Innovative ways to manage tasks, brainstorm ideas, and share information in real-time.
Tips and tricks for integrating Loop into your daily workflow for maximum productivity.
📘 Bonus Material:
Don't miss out on our free eBook, for Microsoft 365, where we dive deeper into tips and strategies for making the most of Microsoft 365 tools.
Download your copy today at www.your365coach.co.uk/ebook and elevate your productivity game!
📘 On-Demand Masterclasses & Coaching:
Check out our On-Demand Masterclasses and Consulting Opportunities at www.your365coach.co.uk
🔔 Stay Updated:
For more tutorials and tips on mastering Microsoft 365, make sure to like, subscribe, and hit the notification bell. Join us at Your 365 Coach to transform how you work, collaborate, and achieve your goals.
💡 Availability:
The new OneNote Loop components are currently available for Office Insiders under Preview and will be rolling out to all users between April and May 2024. Get ready to experience the biggest improvement in OneNote's history and unlock your collaboration superpowers!
You can find out more from Microsoft via:
insider.microsoft365.com/en-u...
⏱️ Timings:
00:00 Introduction
02:06 How to Create Loop Content in OneNote
04:38 How to Copy Loop Content into OneNote
06:26 How to use Loop Collaborative Notes in OneNote
08:00 How to Create Loop Tables in OneNote
09:34 How to Use Microsoft Planner and ToDo in OneNote
12:14 How to Use Additional Loop Components in OneNote
13:21 Limitations & Availability
#OneNote #Microsoft365 #Collaboration #Loop #Productivity #Your365coach 
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This is exciting news! I have been using OneNote extensively since its introduction. Loop is NOT a replacement for OneNote. Adding Loop to OneNote will allow me to continue to work in my notebooks and have the components for collaborative work. I still need to be able to add information and personal notes to tasks and projects and not share them. Additionally, the notebook type organization works for my left brain. I find the right brain loose association/freeform organization of Loop harder to follow. Lastly, the lack of dictation, flags, highly integrated search function and ink in Loop is too limiting.
Integrating Loop components into OneNote is a great move!
Awesome - it’s great to see that the new capability will help 😄
I have moved from OneNote to Loop. I don't know why I need both and Loop won for me.
can Loop be used for handwritten notes? like it can be done on OneNote.
My (i use that loosely) very large design firm has been using onenote for a long time. It makes my eye twitch watching every meeting use it for notes, info repository, etc. It doesn't connect to anything and makes me feel like I'm back in 2004 during teams calls. I personally use notion, coda, capacities, obsidian and others which are much more adept at connecting data in their own platforms as well as to others through open APIs.
However... since I've been using loop a little for the last few weeks I'm impressed at how MS has taken what notion and coda have created, replicated those to a certain degree, and made a way for task databases, tables, etc to be surfaced in multiple places. That's impressive. I'm just hoping it'll get traction.
Thanks for the video, Scott
I am glad you enjoyed the video and thanks for your kind feedback. I would say that Loop is continually getting updates, and it's probably the one app with the exception of Teams, which seems to be changing and evolving weekly. I am interested to see where Loop goes in the future too 😀
@@your365coach +nods+ Yea, when we started using teams when it first came out 7ish years ago, it had nowhere near the functionality is has today. Thanks again for the video. The more cohesiveness, the better imo.
Well covered Scott. It's quite powerful to see the power of Loop components inside OneNote. It goes beyond inserting collaborative notes from meetings. I'm glad you showed Planner embedded in OneNote via a Loop component. This shows how we can leverage components to bring anything into OneNote that we can also bring into Loop Workspaces. It does give us more seemingly overlapping choices as Coatsey comments. Although I see OneNote now fitting more into a 'personal notes' use-case. Or when you need ink or offline access to notebook content.
Again, great work Scott.
Thanks Darrell, I appreciate your feedback as always and I think the changes do indeed improve OneNote but equally create the need to know what to use and when, especially if your already using Loop for note taking 😁
This will be huge for our small manufacturing company. We use combination of SP List, SP DocLib, Teams, & OneNote to manage, coordinate, & communicate out quoting process. Quote projects are short-lived projects with different people playing different roles for various segments of project. Or process is highly structured, but frequently requires us to step outside process boundaries. OneNote gives us that flexibility, but struggles as project management tool. We might benefit from managing projects using Planner, but haven’t had bandwidth to explore that. I’ve monitored Loop carefully for a long time waiting for this capability to come along, meaning incorporating Loop into OneNote & Teams and not replacing them. Excited that it’s coming soon. Now, if it can capture SP Managed Metadata using SP Term Store, ooh la la!
Planner is certainly worth exploring and also the new Planner Premium which arrives in the Spring. The good news is that we have video content on our Channel to get up to speed 😄
When will Loop be available in the desktop version of OneNote?
Thank you very much for this video; it highlights how to assign action items from a OneNote page without having to share an entire notebook. I have been using one since 2010 and one that I like working is by dragging and dropping emails from Outlook into my different project pages., by doing a chronology written interaction with vendors. Mind you that with this new loop feature and having your vendors as guest on teams, you might be able to add loop components for their input..
Thanks a lot .
Ps: have you tried dragging and dropping email from Outlook into one with the new outlook? I find out that I can’t anymore. I still have to use the old outlook to do that.
Great content as alway much appreciated. NOTE: Within OneNote, Loop components are only available if your organization allows the creation of links that can be edited or viewed by anyone in the organization ☹
Thanks for your kind feedback. I did try and change the Loop Component security when I copied it into another app and I could change the security of the component, however when I looked back at OneNote it was still showing as Org-Wide, so let’s hope that they change that before it’s released widely 😄
I would love to connect with someone using loop and one note for customer account management. I use One Note for all of my meeting notes...and started to use loop to share client updates. Now I appear to be at a roadblock to get the loop componante to obtain feedback and deliver value to others.
Excellent video, thanks! One question: What’s about when I want to put a OneNote Loop component to SharePoint? Page or even on a Dokument Folder? (Just because there are predefined and I have no rights to manage it) thanks for your help.
Great video. I’ve begun transitioning to loop. I still think it lacks a lot features and settings but it does work well
Can anyone tell me with this is not working for me yet? I dont have the option in the Insert bar to add Loop components
Today, the feature is available in the Insider build of OneNote. It will be available in preview in April and generally available after May.
Looks great and useful. Good video. When will this be available on Mac? I can't even see this on the web version of onenote yet.
There is no mention for the app at this point, but if you access OneNote on the Web, via Office.com and open one of your Notebooks which is stored in MS365, I can see the Loop Components button in there, which means you could now use this capability via the browser on a Mac 😉
Hello Scott, thank you for the video.
Two questions:
1. How to handle meeting notes in Loop with weekly meetings? Do I have to update remove and add the Agenda every time?
2. Can I put the loop notes offline somehow after some time? Would be a shame when I accidently delete the loop files that are currently not well placed and loose my notes in Onenote.
Sure, I can try and help a little with these:
1. You would need to have a separate Meeting for each of those, as recurring meetings are not supported when you use Loop Collaborative Notes sadly.
2. There is something on the Loop Feedback, around exporting a Loop Page to PDF, but this is not currently in the product today. I would recommend following the link below and up-voting that, as that could then provide an option to Export to PDF and save a local copy.
feedbackportal.microsoft.com/feedback/idea/73fdd515-d54d-ee11-a81c-0022484eccc5
Hope that helps 😀
can't find the Loop component under the insert menu in my OneNote - which version of OneNote has this new feature?
Sure, this is a new feature and just rolling out to Beta (Insider) versions of Office, which you can access. If not, you can use this in April to May in the normal version of Office, or you can have access to this using OneNote on the Web today too 😄
Hi! This is something I’ve been contemplating how to convey to customers. Microsoft’s ever growing and increasing confusing all sizes fits all mentality. For me it seems more reasonable to MOVE to Loop from OneNote instead of adding Loop components into OneNote. Loop is kind of disruptive since its new concept transcends apps in a new way. But isn’t that kind of also making the other apps redundant or obsolete, particularly OneNote. Teams, office and Outlook have other use cases but OneNote is for note taking, as is Loop. What do you think is Microsoft’s reasoning here?
I think it's more to ensure that OneNote continues to evolve alongside Loop, and for some, OneNote is a key piece of their daily software where Loop doesn't meet their specific requirements. It's also hard to know the future of any app, but I don't think OneNote is going anywhere, so having Loop capabilities will continue to support it's use, and possibly even create a stepping stone toward more broader use of Loop for those who are still quite new, or even a little fearful of it.
Does the integration between Loop and OneNote only work the online Office products, or will they work with the desktop apps and between OneNote desktop and online Loop? I cannot download a desktop Loop app on my MacBook Pro. Also, is Loop valuable if you don't work with Teams?
Sure, the Loop App doesn’t integrate with Teams, so if you don’t use Teams, then you won’t miss it. On the Desktop apps question, OneNote Loop is only available on the Web for us Mac users sadly and the same for using the Loop App too 😟
Thank you for responding. That’s too bad. Maybe someday…
@@elizabethbrandt5006 I hope so, as I use Mac as my daily driver too 😃
Loop is still messy, trying to function in it is still buggy. i find trying to correct errors cumbersome, sometimes text doesn’t enter, all issues that shouldn’t be happening. Hopefully a new update will fix some stability
there is a problem in one note cant open
When will these be available to Consumers?
They are available today if use the Insider (Beta) version of Office for Desktop but if not, they will be released from April / May of this year 😁
@@your365coach will this include a consumer version of Planner? As far as I can tell the Loop tasks work with Planner directly.
Nice video quality. I personnally would have preferred to see loops features in onenote (one note component etc). But i guess the technology isnt the same, they have a tech debt on onenote which give them no choice than proposing this integration and confusion for non-IT people
Thanks for your kind feedback. Indeed, the technology of Loop is very different and the easier way I think, is then to slot this into OneNote as it appears across the other Microsoft apps like Teams, Outlook, Word etc
What is your suggestion to use the Loop meeting notes advantages, when you are not the meeting organizer or the organizer is external?
There is a new change in Loop that will allow a meeting attendee to use the Loop Notes capability if the Internal Organiser has not enabled it themselves, so that should sort that one 😄
Unfortunately for External Organiser’s, you wouldn’t be able to use Loop Notes as you would not be able to store it in your own account. Therefore I’d recommend opening a Loop Page and selecting the Meeting Notes Template and capturing them that way 😀
@@your365coach in one Note i can load the meeting Details in my Note page. With loop notes this feature is misssing. Any Idea?
Im still unsure about how Loop files work and where they ‘live’. When working collaboratively on a document you know which library it’s in and it’s easier to manage when someone leaves the org. How does Loop work in this sense? Can you transfer ownership etc?
Loop files live in your OneDrive when you add Loop components.
But when you add Loop components to channel posts in Teams, Loop files live in the team.
Loop pages and workspaces live in SharePoint.
You can’t transfer ownership or move a Loop file without breaking the places where it is embedded.
Is permission granted at the Loop component level so I can embed a shared file in a private OneNote notebook?
And everyone’s private notebooks may contain many Loop components that are updated by various teams/collaborators with varying access?
Great videos, you are doing a great job of explaining, thank you. In terms of Microsoft, this seems like a bit of a complicated mess, I’ve not seen or read anything when Microsoft give a clear strategy of how these two bits of software should be used, if they’re both going to stay in existence and best practice. These products are too similar and one would want to be consistent in a business and consolidate on one or the other. Your thoughts welcome by us the viewers.
They are quite similar in capabilities for sure, and I think reading the comments of my other recent Loop / OneNote video which did polarise opinion on OneNote and Loop, there were some that really liked using OneNote and didn't want to transition into Loop.
I think for those people, using the additional Loop Capabilities are a stepping stone in that direction, but I also don't think Microsoft has plans to end OneNote either, so opening up Loop capabilities would be important in ensuring OneNote stays relevant as well.
MS will more than likely keep improving loop. Loop is basically a watered down version of docs like Notion, Coda, Craft, etc. so MS is playing catch-up to them
@@HippieP629 a good point. I wish they would be transparent so that user can consolidate on one or the other. Without this communication they leave customers in a messy limbo.
Hello Scott, thanks a lot for your video! Very well done and much appreciated. I currently try to understand if Microsoft is trying to become a good platform for projectmanagement again. For me it looks like this is the case so that there is no need to purchase additional projectmanagement software like asana in addition in future. What do you think?
Thanks for your kind feedback. I would suggest waiting until the Spring of this year, to check out the new Planner Premium capabilities (we have a video on our channel about that capability) as that will bring in a lot more features when it comes to Planning in Microsoft 365. With that upcoming and lots of new features in Loop, I do think that Microsoft are now increasing the pace of change and bringing lots of new and long awaited features in now 😀
@@your365coach Thank you very much for your kind reply Scott. That sounds promising. I'm looking forward to the new Planner Premium and hope that they'll get it right and believe that they will. Microsoft seems to have woken up. Thanks for all your supportive videos.
imho, Microsoft just need to replace OneNote with Loop and optimize it like to function like Notion
A serious question... why do people use OneNote? What types of content do you put into OneNote? We use Loop for our project pages, agendas / minutes / actions, etc. I don't see a use case for OneNote?
There are some features that Loop does not support as yet, and also alot of people over the last twenty years, have used OneNote and it's become very familiar. I think that can be a blocker for most people, as whilst we know that Loop offers some great capabilities, equally some people will not and this addition of Loop in OneNote, will show it's capabilities that can be used and become more familiar.
I rather have Microsoft invest in the Loop app instead of OneNote. Note-taking is much better in Loop, why have both?
This looks fantastic! But I'm very apprehensive. I spent last week TOTALLY embracing Loop. I put a lot of effort into building out the Loop Workspaces. Then this week I started getting a popup telling me that soon Loop Workspaces would be restricted. Turns out that after the preview it would need a licence level my org isn't using. This was a complete surprise to me! I expect in my work account for something I have access to to always be available. So all that effort was wasted and had to be ready to abandon Loop,
This video seems offer a different way to keep using Loop components in a similar way to a Loop Workspace. Almost a workaround. It seems unlikely Microsoft would restrict Loop Workspace but let you keep a similar experience with Loop components neatly organised in OneNote. So I'm feeling a bit 'fool me once...'
Sorry to hear those challenges in Loop. I would recommend checking out the below article which explains the Loop Licensing requirements and it would suggest that Loop Components are available if you have the appropriate product license for Teams etc, so it doesn’t need a higher license but I could be wrong 😁
support.microsoft.com/en-gb/office/loop-access-via-microsoft-365-subscriptions-92915461-4b14-49a4-9cd4-d1c259292afa
@@your365coach Thanks. What's thrown me is I would have assumed we have a pretty high licence since just about everything is available to us, yet daily I'm getting the popup "Thank you for using Loop. After March 31, 2024, you'll need a different Microsoft 365 plan to create new Loop workspaces or add members. Don't worry, you'll still have access to all your workspaces and pages, even after March 31, 2024."
@@your365coach ...in fact I found out how to check. I have an E3 licence, so don't know why I'm getting the warning popup!!
@@stras676 it’s probably because you have an Office 365 E3 license but the requirements are a Microsoft 365 E3 license 🥲
@@your365coach No. It says Microsoft 365 E3!
This video seems to be about "How to make OneNote useful by inserting Loop components"? Why not just use Loop?
Kind of agree. I guess the only thing I can think off is if you have a note that is sketch heavy you would use one note as the primary file and add a loop component to it? 🤷🏾♂️
The Loop app itself is not yet as flexible as OneNote in terms of features and from a user adoption standpoint it makes sense at least for now with so much overlap between the two products.
Because OneNote is so much more powerful, customizable, and dynamic. I love Loop and I love OneNote, and together, they are amazing.
I hate all this ‘collaboration’ that has come into play in the last 10 or so years, makes it much harder to protect your job