Teams Training: Notes, Agendas and Tasks in Meetings

Add a shared meeting agenda, notes and tasks to your Microsoft Teams meeting using Microsoft Loop

Contents

• Add an agenda, notes and tasks to your scheduled meeting >
• Video Tutorials >
  • How to use Live Agendas, Minutes and Tasks in Microsoft Teams using Loop >
  • Sharing Loop's Collaborative Meeting Notes with Guests >

Add an agenda, notes and tasks to your scheduled meeting

1. Open Microsoft Teams desktop app or Teams on the web
2. Select the Calendar tab on the left
3. Edit your scheduled meeting (double click) or select + New meeting
4. At the bottom of the Details tab select Add an agenda
5. Add Agenda, Meeting notes and Follow-up tasks as desired
6. Once finished, select Close or Send update to save or Join to start the meeting
7. When the meeting starts your agenda, notes and tasks will be available on the Notes tab.
8. When the meeting ends your agenda, notes and tasks are available from the Teams meeting and Microsoft Loop > Meeting notes
   1. In Microsoft Loop, share with others by selecting the Share button top right

Video Tutorials

How to use Live Agendas, Minutes and Tasks in Microsoft Teams using Loop

Sharing Loop's Collaborative Meeting Notes with Guests

Related articles

• Teams Training: Schedule Meetings >
• What is Microsoft Loop and how do I use it for project management? >