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Microsoft Loop supports real-time collaboration via tightly integrated collaborative components. 

The 3 elements of Loop

Workspaces

Logging in

1. Open your web browser and navigate to https://loop.cloud.microsoft.

2. If you are accessing Loop for the first time, you will be brought to the Loop homepage. Click the 'Sign in' button on the upper-right corner of the page.

3. You will be prompted to enter your Fairfield University email address. Enter your email address and click ‘Next.’

4. You may be redirected to the Fairfield University Single Sign On page. Enter your NetID and password and click ‘Sign In.' If you are not prompted, it will bring you directly to the Loop landing page.

The Landing Page

1. Navigation area

   1. Create new Workspaces.

   2. Search pages and Workspaces, Check Notifications, shortcut to Recent items, check Teams Meeting notes, shortcut to your Workspaces.

   3. My workspace (Your default Workspace).

   4. Shortcut to Recent items.

2. Workspaces tab: Shows your current Workspaces.

3. Recent components and pages tab: Shows items you were recently working on.

4. Favorites, List and Grid Views

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Creating a new Workspace

To create a new Workspace,

1. Click the ‘+ Create New’ button and select ‘New workspace.’

2. In the window that appears, enter a title and then click the ‘Create' button.

Creating Content

Pages and subpages

Add pages to organize your Workspace. Think of it as pages in a notebook. Use different pages to organize your content. You can also add subpages to refine your main page topic. A ‘Untitled’ page is created for you by default.

Create new pages

1. Click the ‘+ Create new’ button in the Loop main navigation area, or hover in the Workspace content hierarchy pane and click the ‘Create new page' button.

2. Give the page a name in the Workspace canvas where you see ‘Untitled' and press ‘Enter' on your keyboard.

3. Hover over a created page in the content hierarchy and click on the ‘More Page options’ button.

Here you can create subpages, share just that page, share Loop components, rename and style your page, rearrange your page to change the order or make it a subpage, duplicate, add this page to another workspace, save the page as a temple or delete the page altogether.

You can also left-click and drag pages within the content hierarchy to rearrange them too!

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Adding Content

1. To add text, just start typing under your page title.

2. Highlight your text and a formatting toolbar will appear to provide formatting options for your text.

1. To add built-in content, hover over your text and just to the left of the text, click the ‘+ Click to insert below’ button or type the forward slash ( / ) to also open the content menu. Scroll down the content menu to see the available options.

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2. After content is added, click the ‘Click to open' button/block handle to the left of the top of the content to reveal a menu that will allow you to manipulate that particular content. Each content will have its own properties to manipulate.

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Creating Components from content

Any content in Loop can be turned into a Component. Components can be shared, copied and you can always see who has access. They are portable in that you can share them somewhere else. The location of a Component is always in a Loop Workspace. 

Creating a Component

1. Select specific content on the page,

2. Select the ‘Click to open' button/block handle to the left of the top of the content and select ‘Create Loop component.’ The content will now have a color border around it with a Loop icon on the top-left with the title ‘Component #.’

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You will also have a component toolbar in the upper-right corner which will show you:

• Shared locations - Where this component has been opened and the option to add this component to another Workspace.

• Copy component - allows you to copy the component to another location.

• See who has access - allows you to see who has access to the component.

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Collaborating

Sharing Workspaces, Pages, and Components

Share a Workspace

1. On the Loop landing page, hover over a Workspace and select the ‘More’ button on the top-right corner and then select ‘Members.’

2. Type the names or email addresses you wish to invite.

3. Click the ‘Invite’ button. All invited members will have access to the Workspace.

Share a Page

1. Open a Workspace and then navigate to the page you wish to share. Select the colored 'Share' button.

2. Select ‘Page Link.” The link of the page will be copied to your computer’s clipboard for you to paste elsewhere.

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3. However, in the ‘Link Copied’ box, select ‘Settings.’ Here, you can set specific permissions for this link such as ‘View’ and ‘Edit’ and you can set a link expiration date.

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Share Components

1. Open the Workspace that has the Component(s) you want to share.

2. Navigate to the specific page that has the Component(s).

3. Select the Component on the page and then click the colored 'Share' button. A ‘Link Copied’ box will appear for you. The link of the component will be copied to your computer’s clipboard for you to paste elsewhere.

4. However, in the ‘Link Copied’ box, select ‘Settings.’ Here, you can set specific permissions for this link such as ‘View’ and ‘Edit’ and you can set a link expiration date.

Commenting and Tagging

Commenting

1. Highlight or select content on a page. A toolbar will appear or right-click on the content for the toolbar menu.

2. Select ‘Comment.’

Notifications

You will receive a notification from Loop if you have been assigned a task from Loop, Looped-in (added to a workspace), or mentioned with a @ target. Notifications will also be sent to you via email.

1. To access notifications in Loop, select the ‘Bell’ button in the navigation area of the landing page.  This will show you all notifications and you can filter too.  Select a notification and it will bring you to the item where action is needed.

    

Tips

Favorite a Workplace

1. On the landing page, hover over a workspace, select the ‘more’ button on the top-right, and click the ‘star’ button.

   1. To access your favorites, go to the landing page and select the ‘star’ button on the top-right corner of the Workspaces tab.

Templates

1. To use Loop templates, create a new page in a Workspace, scroll to the bottom and click the ‘Template Gallery' link. Click on a template to preview it. Click ‘Use Template’ to begin using it.

Create a Template to reuse

1. Build a page within a Workspace you wish to reuse.

2. Within the Workspace Navigation pane, hover over the page you wish to reuse, select the ‘More Page options’ button and select ‘Save page as template.’ 

3. Change the name of the page if necessary and then select ‘Save as template.’

Searching

You can Search for Workspaces, Pages, Components, and @ mentions in Loop.

1. In the navigation area, select the magnifying glass button or press ctrl + J on your keyboard.

2. Type your search criteria in the search bar at the top of the search box.

3. Click on a search result and it will bring you directly to that item.

Additional Training

LinkedIn Learning - Microsoft Loop for Beginners

LinkedIn Learning - Microsoft Loop Quick Tips

Microsoft Loop Guided Simulation - Step-by-step guided simulation of Loop.

Microsoft Loop help - Videos and Articles.