Get tasks from a meeting into a list instantly with Loop
Datum: 2025-12-18 08:14
Wouldn’t it be nice if, during a meeting, you could assign the tasks you agree on so that they immediately appear in each responsible participant’s to-do list? Then no one would have to write down what they promised during the meeting, and you wouldn’t have to send out a follow-up email hoping everyone reads your important message. Certainly, more tasks would actually be completed before the next meeting.
For you who prefer listening to reading, this post is also available as an episode of the ““Done!”” podcast:
A new kid in the app family
Of course, you’ve long been able to add tasks directly into the collaboration tool you use during meetings, but for those working on the Microsoft 365 platform, it has now become a little bit easier.
A relatively recent addition to the Microsoft 365 app family is Loop, an app designed for collaboration among colleagues. In it, you create workspaces where you can set up pages and add components such as lists, plans, images, videos, and more.
Why yet another one?
I’ve noticed that Loop has recently emerged as a wildcard that overlaps with several other Microsoft 365 apps, and to be honest, I don’t really see the point of launching a new app instead of adding the missing functionality to the existing ones.
Loop moves dangerously and delightfully freely
Loop syncs actively with other Microsoft 365 apps, which is both an advantage and a drawback. It’s great that you can automatically gather what you’ve written in different places into one, but it’s a bit of a problem that, for example, new plans seem to pop up endlessly in Planner as soon as you create something plan-like on a page in Loop.
However, being able to assign tasks directly from a Teams meeting is actually quite a helpful feature — in the right situation.
Do this
- Open a meeting booking in the Teams calendar.
- At the bottom, under the notes box, you’ll probably see “Add an agenda” (if you have a reasonably recent version). Click that box, and Loop will prepare an agenda with Agenda, Meeting Notes, and Follow-up Tasks.
- It’s in Follow-up Tasks that you can add the tasks you agree different participants should handle after the meeting. Try adding a task and assigning it to yourself.
- Then open your to-do list in To Do. You can access it either through the separate To-Do app or via the blue checkmark icon inside Outlook.
- Click the “Assigned to me” view and — there it is! The task you received from the meeting. Unfortunately, the task is fixed in this view; you can’t move it to any of your own lists, but still, it’s a step in the right direction.
- At your next meeting, if you find it convenient to have to-dos added directly to your list, enter the agreed-upon tasks and assign each one to the appropriate participant.
In the right place instantly
If you assign tasks for the next meeting directly during the meeting, you won’t need to do it afterward. You also won’t have to assume that participants are organized enough to note what they’ve promised, because the tasks appear in each person’s to-do list right away.
How about you?
Have you used Loop in a way that makes you really happy? Write to me and tell me — I’d love to hear examples of smart ways to use this fairly new tool.
(Of course we also want our meetings to be efficient so that they result in what we want out of them. One tip is to put a period to unstructured meetings. Give it a try and see if it makes your meetings more productive! )
You can get more!
If you want more tips on how to create good structure at work, there are many ways to get that from me - in podcasts, videos, books, talks and other formats.
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