Training course

Microsoft Loop Essential

This one-day Microsoft Loop course shows delegates how to streamline collaboration by bringing content, conversations, and tasks together in one place. It helps teams improve communication, manage projects more efficiently, and work more effectively within Microsoft 365.

  • Contact us for duration options
  • In person
Download outline (PDF)

Course Objectives

  • By the end of this course, delegates will:
    • Understand the purpose of Microsoft Loop and how it fits within Microsoft 365
    • Navigate the Loop interface and create structured workspaces and pages
    • Create and manage Loop components, including lists, tables, and task trackers
    • Share and collaborate on Loop components within Microsoft Teams and Outlook
    • Organise information effectively using pages, links, and simple structures
    • Use Loop to support common workplace scenarios such as meetings and projects
    • Apply task tracking within Loop for managing actions and follow-ups
    • Recognise best practices for effective use in a business environment

Prerequisites

  • To get the most from this course, delegates should:
    • Have a basic understanding of Microsoft 365 applications such as Teams and Outlook
    • Be comfortable using a web browser and working with online applications
    • Have experience of general workplace tasks such as managing documents, emails, or meetings
    No prior experience of Microsoft Loop is required.

Course content Back to top

  1. Introduction to Microsoft Loop
    • What is Microsoft Loop?
    • Key concepts: Workspaces, Pages, Components
    • Where Loop fits in Microsoft 365 (Teams, Outlook, OneNote, SharePoint)
    • When to use Loop vs other tools
  2. Getting Started with Loop
    • Navigating the Loop interface
    • Creating and managing workspaces
    • Creating pages and sub-pages
    • Basic sharing and permissions
  3. Loop Components
    • What are Loop components?
    • Creating:
    o Lists
    o Tables
    o Task lists
    o Text blocks
    • Real-time collaboration
    • Sharing components in Teams and Outlook
  4. Working with Loop in Teams & Outlook
    • Embedding components in Teams chats and channels
    • Using Loop components in Outlook emails
    • Keeping conversations and content aligned
  5. Organising Work Effectively
    • Structuring workspaces for projects
    • Using links, headings, and sections
    • Creating reusable templates
  6. Task Management in Loop
    • Creating and assigning tasks
    • Tracking progress within pages
    • Integration with To Do / Planner (overview)
    • Using Loop for meeting notes and actions
  7. Best Practices & Use Cases
    • Project collaboration
    • Meeting management
    • Team knowledge sharing
    • Personal productivity
  8. Tips, Tricks & Wrap-Up
    • Handy shortcuts and time-saving tips
    • Common mistakes to avoid
    • Q&A

Training a team?

Run this course privately, on your dates

What delegates say Back to top

“I found it valuable being taken through all the different sections in each module.”
E.M., Newcastle Gp Services, Sage Accounts Level 1

Which part of the course did you find particularly valuable

“Formulas and charts. Good overview of features”
S.K., Egger (Uk) Ltd, Excel Level 1
“Very informative practical course.”
T.W., Stobart Rail Ltd, Excel Level 2
“The course was even more valuable than I predicted. I didn't even know what I didn't know before coming in, but have learnt a lot of new things. Very good teacher.”
G.A., Karbon Homes, Adobe Illustrator Level 2

Following this training what are you going to do differently

“We will use this to create internal KPIs dashboards”
R.D., Egger Uk Ltd, Excel Analysing and Presenting Data with Dashboards and Pivot Tables
“Very good training made a potentially monotonous topic very engaging and easy to follow”
D.V., Excel Level 2
“I know how to do formula’s now so that’s really going to help me day to day. I also know lots of short cuts now too.”
L.D., Excel Level 1
“Confidence has grown and Im raring to go. I came confused and left armed with information and knowledge”
K.J., Direct Rail Services, Minute Taking Janet Hope Jilly Lloyd

Related courses

Please contact us to discuss your Microsoft Loop Essential course, we have many solutions available to ensure you receive the best training possible.

Learn with IT Training Solutions. Small course sizes. Course materials included. Flexible Microsoft Loop Essential course content. Expert trainers and tried & tested training methods. Many course materials available online using your personal training account. Please contact us to booka place or get a quote for your Microsoft Loop Essential course.

IT Training Solutions Ltd
Oakville, 14 Durham Road West, Bowburn, Durham, DH6 5AU
0191 377 8377
ittrainingsolutions.co.uk
Printed: 10/20/2026 10:14:01 PM