Use Planner with Microsoft Loop

- [Instructor] There are a few ways to work with plans and tasks within Microsoft Loop. Microsoft Loop offers several tools for organizing and sharing information with your teammates, which can be edited by any team member at any time. If you want to learn more about Microsoft Loop, you may want to take a look at my course, Microsoft Loop. AI Enhanced Project Management and Note-taking. One way to work with Loop is in the Microsoft Loop app, which you can open from the main Microsoft 365 website. Click the app Chooser in the top left, and you may see Loop there. Or you can use the search field up the top to search for it, then Launch Loop. Now here in Loop, you can have multiple workspaces, and when I open one of these workspaces, you'll see that it is full of multiple pages where you can take notes or store important information for a project. These workspaces can be shared with your teammates. Each piece of information collected on a page like this is known as a component. At the bottom of this page, I'm going to type the slash key, which shows a list of the available components, and one of them is a link to a plan in Planner. So I'll select that, and then I'll need to choose the plan that I want to link to. Now, you may notice that this will only let me choose my basic plans, not my premium plans, and I do not know whether premium plans will be included in the future. Premium plans in the new Planner is still a new feature that is not completely finalized at the time of this recording, but I'll select this. Choose insert. And now the board view from that plan is visible here on this page in Loop. If you and your teammates prefer, you could just interact with this plan entirely on the loop page without ever going back to the Planner app. Next, you see that we have different components here on the page, but you can also use independent loop components to share information with teammates inside of other applications. So you can share components in an email message in Outlook, or a chat message in Teams. To see that, I'll go over to Outlook, and I'll compose a new email message. I'll click on the body of the message. Then in the toolbar at the top, there's this option to insert loop components. Now you can make all sorts of different types of components, lists, paragraphs, tables. One of the components you can make is a task list. So I'll choose that and fill in some information. So first a title. Then I'll fill in a few tasks. So I could send this email to my teammates, and we will all be able to edit this list from the email message later. And you can also send Loop components in Chat messages in Microsoft Teams. But how does this connect to Planner? Well, here in this task list, you can assign tasks to people. So I could click on this assign field next to one of these tasks, and choose somebody from my organization to assign it to 'em. Or I could click on the assign field, and start typing in somebody's name, which searches my company directory, and I'll assign this task to myself. Now that I've made some assignments, I'll go back to Planner. And in another video, we went to the My Tasks option in the sidebar on the left, and we saw that if you select the category for assigned to me, then that will show all of the tasks that have been assigned to you through the different plans that you are a member of, but that's not the whole story. Now we can see that any tasks that are assigned to you in a task list within a loop component like this one here, will also be visible. So you might have a group of teammates who like to make task lists inside of Loop components, and another group of teammates who like to make lists inside of Planner. And if that's the case, you'll be able to see all of those tasks that are assigned to you from either of those places all here inside of Planner. So the connections between Planner, and Microsoft Loop offer a lot of flexibility in how you assign and manage tasks between your teammates.