M365: Using Loop Components in Outlook Emails

Using Loop Components in Outlook Emails

Microsoft Loop introduces innovative ways to integrate loop components—such as notes, agendas, tasks, and tables—directly into Outlook emails. This integration enhances collaboration and productivity by allowing staff, faculty, and students to embed structured content within their email communications seamlessly. This guide provides step-by-step instructions on how to utilize loop components effectively in Outlook emails using Microsoft Loop. 

 

Benefits of Using Loop in Outlook 

  • Real-Time Collaboration: Loop components allow multiple users to collaborate in real-time directly within an email. 
  • Always Up-to-Date: Any changes made to a Loop component are automatically updated for everyone who has access. 
  • Enhanced Productivity: By embedding dynamic components like task lists, tables, or notes, you can streamline workflows and reduce the need for multiple back-and-forth emails. 
     

How to Use Microsoft Loop in Outlook Emails 

Step 1: Open Outlook 

Launch Outlook on your desktop or access it through Outlook on the web. 
Staff and Faculty: https://outlook.com/ccri.edu  
Students: https://outlook.com/my.ccri.edu 

 

Step 2: Create a New Email 

Click on "New Email" to start composing a new message. 

 

Step 3: Insert a Loop Component 

  1. In the Email Body: Place your cursor where you want to insert the Loop component. 
  2. Insert Loop Component: 
    • - Click on the Loop icon in the toolbar (usually represented by an infinity symbol or a loop). 
    • - If you don’t see the Loop icon, you might find it under the "Insert" tab or in the "More Options" menu (represented by three dots). 

 

Step 4: Choose a Loop Component 

You can choose from various types of Loop components, such as: 

  • Task List: Create and assign tasks directly within your email. 
  • Table: Insert a table to organize and share data. 
  • Paragraph: Add a paragraph block for shared text content. 
  • Checklist: Insert a checklist for tracking items or action points. 

 

Step 5: Customize the Loop Component 

After selecting the desired Loop component, you can start customizing it: 

  • Edit Content: Click on the component to add or edit content. 
  • Assign Tasks: If using a task list, assign tasks to team members. 
  • Add Rows/Columns: If using a table, add rows or columns as needed. 

 

Step 6: Share the Email 

Compose the rest of your email as usual. When you’re ready, click "Send." The recipients will be able to view and interact with the Loop component directly within the email. 

 

Collaborating with Loop Components 

When recipients receive the email, they can: 

  • View and Edit: Click on the Loop component to view and edit it in real-time. 
  • See Updates: Any changes made by one user will be instantly visible to all other users. 
  • Add Comments: Some Loop components allow for comments, making it easier to discuss changes and updates. 

 

Managing Loop Components 

To manage Loop components across different emails and applications: 

  • Access Recent Components: You can access and manage your recent Loop components from within the Loop app or other integrated Microsoft 365 applications. 
  • Track Changes: Keep track of changes and updates made to any Loop component by viewing the version history or activity log. 

 

Best Practices for Using Loop Components in Outlook Emails 

  • Clarity and Context: Provide clear explanations or context when embedding loop components in emails to ensure recipients understand their relevance. 
  • Accessibility: Confirm that recipients have appropriate permissions to view and interact with embedded loop components, especially if they require editing or updating. 
  • Updates and Revisions: If using dynamic components like tasks or agendas, ensure they reflect the latest information and updates before sending the email. 
  • Feedback and Collaboration: Encourage recipients to provide feedback or updates directly within embedded loop components to streamline communication and collaboration. 

 

Security and Permissions Considerations 

  • Access Controls: Ensure that sensitive information within embedded loop components is appropriately protected with access controls and permissions. 
  • Data Privacy: Maintain data privacy by adhering to CCRI’s Data Security and Responsible Use of Technology policies when sharing loop components containing sensitive information. 

Additional Information:

  • Search or browse our online Knowledge Base
  • Call the CCRI IT Help Desk at (401) 825-1112
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