How to Manage Tasks & Plans using Microsoft Loop (2024)
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Published 2024-01-15
In our latest tutorial, we delve into the powerful task management capabilities of Microsoft Loop, a versatile tool within the Microsoft 365 suite, checking out integrations with Trello, Planner and more, to use Loop to improve how you manage Tasks!
🔹 Covered In This Video:
The newly introduced Kanban Board within Microsoft Loop
Creating a Task List in Loop that synchronises seamlessly with Microsoft Planner and To-Do.
Effective task management techniques using Trello within Loop.
🔹 What You'll Learn
Set up and customise your Task List in Loop.
Integrate and manage tasks across Microsoft 365 tools.
Implement the Kanban methodology for visual task tracking.
Enhance team collaboration and personal productivity.
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⏱️ Timings:
00:00 Introduction
01:14 Using the NEW Kanban Board in Loop
08:02 Using the Loop Task List with Microsoft Planner
11:37 Using Existing Planner Plans in Loop
13:10 Synchronise Trello Boards and Tasks in Loop
14:58 Su
All Comments (14)
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Great video Scott! One thing I hate is that the task list tasks in Loop doesn't allow you to add notes or subtasks, but the same task if you open it inside planner, you are allowed to do so. Since the task list has its own Board view, you might as well get best of both worlds by having it sync to planner and todo at the same time you organize it like a kanban🤔 I don't really get why it's divided like that, but I guess it will improve in the future!
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@scott, after I whined in the existing comments, I went ahead and watched this video. I do see that you covered how to use existing plans within Loop, albeit with the caveat that security could be an issue. Thank you for covering this competently. So, it seems the decision regarding where one wants tasks to live needs to be made and implemented before deploying through Loop, unless Loop's Kanban boards are where one wants the tasks to live. Still quite frustrating and confusing.
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I don't see the 'bucket' option!
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Is there a way to add columns for labels in a task list loop component? Also - is the “owner” in the “milestone” template the same as the “assigned to” feature of a task list? Thank you.
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9:37 I have listed all my tasks and fill other detaiks, but I can't click the task apps button as it now shown me the Planner and To-Do option. Any ideas on how to resolve this? Thank you!
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Thanks for the video. We'll explained but still very limited if you cannot sync with Planner and Todo. Whatever you do there, is a different plan to what you already had in Planner so I do not see the point. You work in a team, controlling tasks by Planner, you follow the weekly meeting and you need to jump back and forward between Planner, tasks, the agenda... Still confusing even though we have skilled people in the team and the Enterprise versions of everything...
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Having no option to rich format text, resolve hyper links to comments section in tasks is a huge blocker for my team
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Does loop permit dependencies in the Kanban view?
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How were you able to assign "yourself" to a task, in either the Kanban or the Task List in Loop? I don't seem to be able to do that. I've also seen some Microsoft forums where others are asking about this.
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Hello, can you tell me if all the information in my LOOP will be save in my SharePoint? Thanks
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I only have one bucket "Tasks" if I move a task out of it in Planner it'll disapear in Loop. I also do not have the column "Bucket" in Loop - am I doing something wrong? Thanks!
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Very slow ap on android motorola edg 40 and is not very intuitive...
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Oof! Yet another task tracker. There are too many now that does the same thing. And now Loop has not 2 but 5 task trackers built in! Trello, Jira, Planner, To Do and now this! This is too much even for a seasoned it pro. No wonder users find Microsoft 365 ever more confusing. Remember the top/bottom Teams channel messages? Old and new Teams hidden differences, new and old outlook, Teams/SharePoint/Onedrive confusion and other inconsistencies that make it confusing. I get Microsoft’s idea. Get to your data anyway you want to but new disconnected tasks now? And don’t get me started on the stupid channel calendar functionality in Teams when they could just expose the groups existing calendar to the team instead that synced 2-way with outlook and already exists? What do you think is the reason for this non-connected kan ban in Loop?
