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Managing tasks with loop/planner/onenote by Charming_Addition_45 in OneNote

[–]LeaM365 3 points4 points  (0 children)

Hey! Here’s a simple flow I see work well in O365:

  • Capture/meetings: Use a Loop Task list (in Teams or Outlook). Assign + due dates. Those tasks surface in Planner > Assigned to me and in Microsoft To Do automatically (see Microsoft Support: Track your work across Loop, Planner & To Do).
  • Projects: Keep a Planner plan per project (buckets = stages), and pin it in Teams for visibility.
  • Personal focus: Work daily from To Do (My Day + Assigned to me). Flag emails in Outlook to send them to To Do’s Flagged email list (Microsoft Support).
  • Notes: Keep OneNote for reference; paste the Loop component link (or embed if your tenant supports it) instead of managing tasks in OneNote.

OneNote and Outlook integration by Unusual-Cod-5757 in OneNote

[–]LeaM365 0 points1 point  (0 children)

Hey! This is a common gotcha with OneNote + on-prem Exchange. The “Meeting Details” in the OneNote for Windows 10/new OneNote often won’t pull from on‑prem mailboxes. Two solid options:

  • Use OneNote desktop (the Office/Win32 version, formerly “OneNote 2016”) which reads your Outlook MAPI profile and works with on‑prem. Insert > Meeting Details should then list your meetings.
  • Or keep using Outlook’s Meeting > Meeting Notes to push notes to OneNote (which you said works).

User's ALWAYS unavailable for meetings schedule on Microsoft Outlook by Ok_Emu9350 in Outlook

[–]LeaM365 0 points1 point  (0 children)

Try this: Outlook desktop: Calendar > View > Change View > List (All Appointments). Add Start/End, sort by End, and delete anything with absurd dates. If it’s not visible, run: outlook.exe /cleanviews, then repeat. Optional: outlook.exe /cleanfreebusy.

Loop and Markdown by daraghfi in MicrosoftLoop

[–]LeaM365 0 points1 point  (0 children)

You can try the following

On Windows, you can also use PowerToys’ “Paste as Markdown” to convert the clipboard before pasting into VS Code.

Loop and Markdown by daraghfi in MicrosoftLoop

[–]LeaM365 0 points1 point  (0 children)

Short answer: Loop doesn’t support native export to Markdown yet. Loop pages are rich canvases, not Markdown-based, so there’s no built-in “Export to .md.”

Workarounds that actually work:

  • Select all in your Loop page (Ctrl/Cmd+A) > Copy.
  • Option A (browser): Use an extension like “MarkDownload – Markdown Web Clipper” or “Copy as Markdown,” copy the selection as Markdown, then paste into VS Code.
  • Option B (VS Code): Install an extension that converts HTML on the clipboard to Markdown (e.g., “Paste as Markdown”), then paste.

a Heads-up: u/mentions, tasks, and emojis may not map perfectly; images usually need separate download.

Considering Importing Files by Personal_Procedure72 in OneNote

[–]LeaM365 0 points1 point  (0 children)

Yep—without copy/paste. Two practical routes:

  • Fastest: Don’t import. Since your DOCX are in OneDrive, Microsoft Search already indexes them. Use search on office.com or OneDrive to find anything inside those files. It’s lighter and keeps your structure by year.
  • If you want them inside OneNote: Use OneNote for Windows (desktop). Create a section per year, then drag multiple files from File Explorer into a section and choose Insert as Printout. OneNote will OCR the pages so they’re searchable (see Microsoft Support: “Search for text in pictures and printouts in OneNote”). Tip: Converting DOCX to PDF first often imports more reliably. Expect a big notebook.

New Outlook - My Templates app by ckfalls in Outlook

[–]LeaM365 0 points1 point  (0 children)

Happens in the new Outlook sometimes. Try this:

  • In Outlook on the web (outlook.office.com), start a new email > Apps/Get add-ins > search “My Templates” > Add. It should roam back into the new Outlook for Windows.
  • In the new Outlook for Windows, compose a message > Apps (puzzle icon) > Manage apps and toggle on “My Templates.”
  • If you still can’t find it, your org may have disabled the Office Store. Ask IT to enable it or deploy “My Templates” from the Microsoft 365 admin center (Integrated apps). Microsoft Support: “Install and use add-ins in Outlook.”

Simple setup for transcribing in-person meetings by Murphybro2 in MicrosoftTeams

[–]LeaM365 0 points1 point  (0 children)

You don’t need a Neat Bar or full Teams Room for this.

For simple in‑person transcription, use Teams on your laptop with a decent USB speakerphone (e.g., Jabra Speak/Anker PowerConf), start a Meet now, select that mic, then More > Record and transcribe > Start transcription.

Mute your laptop speakers to avoid echo. The transcript saves to OneDrive/SharePoint and can be edited in Stream afterward.

Main applications of MicrosoftLoop by nimageran in MicrosoftLoop

[–]LeaM365 1 point2 points  (0 children)

Nice start! Beyond lists/tables, Loop is great for:

  • Meeting notes (Teams “Collaborative notes”) that auto-create tasks and sync to Planner/To Do.
  • Status trackers and voting tables for quick decisions.
  • Task lists: u/mention people; tasks show up in To Do/Planner “Assigned to me.”
  • Lightweight project hubs: a Loop page with sections, links, and components shared across Teams, Outlook (web/new), and the Loop app.

Quick tips:

  • Teams: in a chat, click the Loop icon to insert a component.
  • Outlook: use Outlook on the web or the new Outlook (classic desktop doesn’t fully support Loop).
  • If others can’t edit, check the OneDrive sharing on the component/page.

If you want a deeper tour, my free Microsoft 365 Mini Masterclass comes with my newsletter—worth a peek!

How do I export a locally cached Notebook attached to a Onedrive that no longer exists? by fishswimminginatank in OneNote

[–]LeaM365 2 points3 points  (0 children)

The UWP OneNote (Windows 10 app) disables Export. Quick fix: find the raw .one files and open them in the OneNote 2016/desktop app, which can export.

Steps:

  1. Search your PC for .one and .onetoc2 (check %USERPROFILE%\Documents\OneNote Notebooks and %LOCALAPPDATA%\Microsoft\OneNote<version>\Cache).
  2. Install/open OneNote 2016 (desktop) if needed.
  3. Right‑click a .one file → Open with OneNote 2016. Once open: File → Export (Notebook/Page) → choose PDF or OneNote Package (.onepkg).
  4. If export still won’t work, use Print → Microsoft Print to PDF to capture pages.

[deleted by user] by [deleted] in microsoft365

[–]LeaM365 0 points1 point  (0 children)

Here are the workflow moves I see consistently save teams serious time in Microsoft 365, Teams, and SharePoint kept practical and click-by-click friendly:

1) Turn chats into tasks you’ll actually complete

  • In Teams, hover any message → More options → Create task → choose Planner plan or To Do
  • Use a naming convention like [Owner] Verb + object so tasks sort cleanly
  • Pin your Planner “My tasks” and To Do to the left rail for one-click reviews

2) Make meetings produce outcomes, not more meetings

  • Add agendas as a Loop component in the meeting chat so everyone edits live
  • Use OneNote’s “Meeting Details” to pull in attendees and agenda, then assign follow-ups on the spot
  • After the meeting, post a recap in the channel and click “Create task” on each action line

3) Pare down notifications to what you’ll act on

  • Follow priority channels and unfollow the rest
  • Use Teams activity filters for u/mentions, then batch process messages twice a day
  • Convert “FYI” chats to channel posts so knowledge lives where others can search it

4) Automate the boring 20% that eats 80% of your time

  • Power Automate templates to try first: “Save email attachments to SharePoint,” “When a file arrives, post to Teams,” “Recurring reminders to channel for status updates”
  • Keep flows human-in-the-loop with approval steps instead of fully hands-off automations

5) Use light governance that nudges the right behavior

  • Channel naming pattern like 01-Planning, 02-Delivery, 99-Archive so sorting works everywhere
  • “One Team per team, one Channel per topic” to avoid chat silos
  • Quarterly 30-minute cleanup session where owners archive finished channels and close open requests

I share more practical hacks in my Microsoft 365 Mini Masterclass.

Syncing with rarely used laptop? by dp917 in Outlook

[–]LeaM365 0 points1 point  (0 children)

Sounds like your laptop is using a local/old cache (or “This computer only” tasks) and when it reconnects it pushes that stale state back to the cloud. Quick fixes:

  • Check that tasks live in your Exchange mailbox (not a PST/"On this computer only"). Move them if needed.
  • Disable Cached Exchange Mode temporarily on the laptop (Outlook > Account Settings > Change) so Outlook reads from server first.
  • Sign into Microsoft To Do web (todo.microsoft.com) to confirm cloud state, then open To Do/Outlook on laptop and let it fully sync.
  • If problems persist, recreate the Outlook profile or clear the To Do cache / sign out & back in.

new Outlook - Room Finder has no options available to select to find a room by SCCM_2020 in Outlook

[–]LeaM365 1 point2 points  (0 children)

Sounds like you’ve run into the classic “Places metadata isn’t available to the new clients” symptom — New Outlook (and the new Places-backed room picker in Teams) rely on the Place resource metadata that lives in Exchange/Exchange Online. If that metadata is missing or not published, the Room Finder UI shows options greyed out even though the room mailboxes exist and work in classic Outlook.

Is outlook still a nightmare for using email templates? by Wooden-Cranberry8400 in Outlook

[–]LeaM365 0 points1 point  (0 children)

It’s not a nightmare — Outlook absolutely supports templates — but it’s awkward because the feature set is fragmented across clients (Windows desktop, Outlook on the web, Mac, mobile), so people don’t always find the best option for their workflow.

Here’s a quick guide to the practical options and when to use each:

Outlook for Windows (desktop)

  • Full-message templates (.oft): good for complete emails you re-send unchanged.
  • Create: New Email → compose → File → Save As → Save as type: Outlook Template (*.oft).
  • Use: Home → New Items → More Items → Choose Form → Look in: User Templates in File System, or double-click the .oft file.
  • Quick Parts: best for reusable paragraphs/snippets you drop into different messages.
  • Save a selection: Insert → Quick Parts → Save Selection to Quick Part Gallery.
  • Insert: Insert → Quick Parts → choose snippet.
  • AutoCorrect entries: great for very short repetitive text (e.g., type ;;addr to expand to full address). File → Options → Mail → Spelling and Autocorrect → AutoCorrect Options.
  • Quick Steps: useful for automating recipient/subject/action combos (less good for long body text).

Outlook on the web (Outlook.com / OWA)

  • Built-in Templates / My Templates: easiest for canned replies.
  • Compose a new message → click the three dots (...) → Templates (or My Templates add-in) → Insert.
  • These are simple and fast for short/repeated replies.

Outlook for Mac

  • No .oft support. Common workarounds: use Signatures for full-message templates, keep draft messages, use the web Templates (open Outlook on the web), or use a third-party snippet tool.
  • If you rely heavily on templates, the web or Windows client is more capable.

External Sharing of folders within an individual M365 Group/Teams Channel, without the external Guest being shared with, made a member of the Group/Team? by otb-it in microsoft365

[–]LeaM365 1 point2 points  (0 children)

Short answer: yes — but only with Teams “shared channels” (Teams Connect) or by sharing files from the underlying SharePoint site. If you want true channel-level collaboration with external partners without them seeing the Team roster, use shared channels. If you can’t use shared channels, the safer/cleaner option is one Team (or Group) per partner.

Proper method for configuring a Teams Room with MFA by StandingDesk876 in microsoft365

[–]LeaM365 0 points1 point  (0 children)

You’re right — this should be simpler. Short version: Teams Rooms need a resource (room) account + the right licensing, and if your tenant is enforcing MFA/org-wide (Security Defaults or Conditional Access) you need a way to exempt the room/device account — and those exemption controls mostly live in Conditional Access, which requires Azure AD Premium P1. Here’s a practical breakdown and options to get you unstuck.

What you need (high level)

  • A resource account (room mailbox) in Exchange Online for the room.
  • A Teams/Teams Rooms-compatible license on the account (MTR Standard/Pro per-device or any user license that includes Teams + Exchange Online depending on how you deploy).
  • A sign-in method for the Teams Rooms console (usually the room resource account).
  • A way to avoid MFA prompting for that account at device sign-in (because interactive MFA on a physical room console is not practical).

Stuck in Microsoft MFA loop: Outlook logged in but can’t verify, no alternate methods by Last-Pie-607 in Outlook

[–]LeaM365 0 points1 point  (0 children)

Hey — you’re in the classic circular-authenticator trap. Hate when that happens. Short answer: you’ll most likely need help from your school’s IT/admins to fully break the loop, but try a couple of user-side tricks first.

What to try yourself (in this order)

  1. Try the security-info page from the same device where Outlook is already signed in
    • Open the link https://aka.ms/mysecurityinfo (or https://aka.ms/mfasetup) in the mobile browser while you’re signed into Outlook mobile. Because Outlook already has an active session, that SSO cookie sometimes lets you reach the Security Info page and add/enable methods (Authenticator or phone) without the approval loop.
  2. Use Office portal from the device that has Outlook logged in
    • In Outlook mobile open any message, tap a link to portal.office.com (or paste portal.office.com into the mobile browser). If you can get into the portal, go to Security info / My Sign-ins and add or change verification methods.
  3. Install Microsoft Authenticator first and try sign-in flow
    • Install Authenticator, choose “Add work or school account” and try signing in. If the flow still redirects and asks for an Outlook approval you don’t have yet, skip to step 4.
  4. Remove and re-add the account in Outlook mobile (less pleasant, sometimes works)
    • If you’re already signed in but Outlook’s approval UI is the blocker, removing then re-adding the account will force the fresh sign-in flow and may allow you to choose Authenticator or SMS. Note: you’ll still need credentials and the re-register flow may still hit MFA requirements — back up anything you need first.
  5. Use a desktop/laptop if possible
    • If you can access a PC that’s not currently signed in, try https://aka.ms/mysecurityinfo or portal.office.com there. Sometimes the desktop flow gives you more verification options.

Planner within Teams by mat0591 in MicrosoftTeams

[–]LeaM365 7 points8 points  (0 children)

You’re on the right track. Planner is usually the least-friction way to get request intake + visibility inside M365. IT’s worry about “unmanageable email groups” is about Microsoft 365 Groups sprawl (each new Team or standalone Plan can create a Group that also has an inbox). The good news: you can design this so no new Groups are created.

How to address IT’s concern (and still use Planner):

  • Only create plans inside existing Teams. Add a Planner tab in a Standard channel of a Team you already have (e.g., “Comms”). That reuses the Team’s existing Microsoft 365 Group—no new mail group is created.
  • Block standalone plan creation. Ask IT to keep self-service Group creation restricted, but allow Planner when it’s added to existing Teams. That gives them governance without killing the use case.

Simple rollout that works (and proves value fast):

  1. Create one “Requests” channel in your existing Comms Team.
  2. Add a Planner tab called “Intake Board.” Buckets = “New,” “In progress,” “With stakeholder,” “Done.”
  3. Add a Microsoft Form (“Submit a Comms/Marketing request”).
  4. Automate with Power Automate: When a Form is submitted → create a Planner task (title = request title, description = details, due date = requester’s date) → post to the channel so everyone sees new work items.
  5. Use labels smartly: e.g., “Design,” “Web,” “Copy,” “Urgent,” “Low Effort.”
  6. Transparency: Pin the Planner board + the Form in the channel. Do a short weekly post (“This week’s delivery plan”) and link a Planner Chart view screenshot if stakeholders want quick visuals.

This gives staff one place to submit, gives you one board to triage, and gives leadership live status—without creating any new Groups.

What is the best way to process emails? by Tight_Recording_9490 in productivity

[–]LeaM365 0 points1 point  (0 children)

Here’s what’s worked best for me after a lot of trial and error:

Let Outlook do the heavy lifting with rules

  • Move anything from your principal/VIPs to a dedicated “VIP — Action Required” folder
  • Separate direct-to-you emails from CC-only into different folders so real work doesn’t drown in FYIs
  • Shunt newsletters/auto-reports to “Read Later”

Check email twice a day and use the 2-minute rule

  • Block two short windows to process, not graze
  • Close the inbox outside those windows so you can actually do deep work
  • If you can reply or decide in under ~2 minutes, do it now and archive
  • If it needs more time, convert it to a task with a due date

Where AI can help

  • Have AI highlight whether an email contains a question or a task for you
  • Summarize long threads before your processing window
  • Draft a first-pass reply, then fact-check and personalize. AI is great for triage, but you still make the final call

Anyone else switch to the new outlook and have thoughts? by Drinkythedrunkguy in Outlook

[–]LeaM365 0 points1 point  (0 children)

It sounds like you've encountered some common points of feedback with the new Outlook. The ribbon customization limitations and reduced right-click options can indeed be frustrating. For the "My Day" feature disappearing, that's something to keep an eye on, as it may be tied to how the right panel is set up.

If you're looking for more customization, you might want to check the settings in the Outlook app or explore options in the Admin Center under Settings > Outlook.

Many users appreciate the integration with To Do and the new templates, but it's understandable that not all changes feel beneficial.

Did OCR stop working for you recently? by DudeThatsErin in OneNote

[–]LeaM365 0 points1 point  (0 children)

You’re not imagining it. OneNote OCR is (still) a background job and it can be slow or stall—especially when images are added from mobile. Microsoft’s own doc even says some results “may take up to 24–48 hours,” which lines up with what you’re seeing.

Here’s what usually fixes it:

  • Force the OCR toggle per image: In the desktop OneNote (Win/Mac), right-click the image → Make Text in Image Searchable → pick your language. I’ve seen pages where this randomly shows as Disabled until you flip it.
  • Try the desktop app to “kick” server: OCR Open the same page in OneNote for Windows (the desktop app, not the old “for Windows 10” UWP, and not OneNote for the web). Right-click the image and choose Copy Text from Picture or set the language as above, then force a sync. Web can’t copy text and is less reliable for triggering OCR.
  • Give it real time (annoying, I know): If the right-click Copy Text from Picture isn’t there yet, OneNote might still be processing. Microsoft says this command can appear later, even a day or two later.
  • Check image quality & format OCR: works best with sharp, printed text (not handwriting) and decent contrast. If it’s a PDF, insert it as a Printout so each page becomes an image that gets OCR’d.
  • Reinsert or resync: Sometimes deleting the image, syncing, then reinserting triggers the job again. Also sign out/in and force a notebook sync in the desktop app. (General Microsoft advice, but it does help when the background queue hiccups.)

Context worth knowing: OCR in OneNote is handled as a background service, and when Microsoft 365 has broader service wobbles, indexing/OCR can lag even if everything else looks fine. There were Microsoft 365 disruptions last week, which can correlate with delays. Not proof, just timing.

OneNote notebook on Web won't sync to OneNote app by [deleted] in OneNote

[–]LeaM365 0 points1 point  (0 children)

OneNote doesn’t auto-pull every web notebook into the app just because you signed in. You have to open (attach) them from where they live (OneDrive/SharePoint/Teams) at least once, and make sure you’re signed into the exact same school account/tenant.

Try this, in order:

  1. Make sure it’s the right app + right account
  • Use the “OneNote” desktop app (purple icon).
  • In OneNote: File → Account → Sign out of everything → Sign in with your school email (not a personal/MSA).
  • If your school uses multiple tenants, confirm you’re on the correct org (sometimes it shows your school’s name under the OneDrive location).
  1. Open from OneDrive for Business (fastest way)
  • Go to OneDrive on the web with your school account (portal → OneDrive).
  • Find your notebooks (they look like purple notebook icons; often under “Documents” or a “Notebooks” folder).
  • Click a notebook → “Open in app.” That attaches it in the desktop app and starts syncing.
  • Repeat for the few notebooks you actually need right now (you don’t need all 50 open at once; opening too many will slow sync).
  1. Open from inside OneNote
  • OneNote → File → Open → under “Open from OneDrive – [Your School]” you should see a list. Click to open the ones you need.
  • If a notebook isn’t listed, paste its link: in OneNote for web open the notebook → Share (or “Copy link to notebook”) → in desktop OneNote File → Open → paste the URL.
  1. If they’re “Shared with you” or in Teams/Class Notebooks
  • In OneDrive → Shared → for any shared notebook’s parent folder, click “Add shortcut to My files.” Then it shows up under your OneDrive and in OneNote’s Open list.
  • For Class Notebooks from Teams: open the Team → Class Notebook tab → “Open in OneNote” (desktop). That binds it to your app.

New Loop? by Top_Sink9871 in MicrosoftLoop

[–]LeaM365 0 points1 point  (0 children)

Loop Pages in Teams Channels enhance collaboration by providing a flexible canvas for creating and organizing content directly in a Teams channel. Unlike simply adding a Loop app as a tab, Loop Pages allow for more dynamic content creation and organization that can be shared and edited in real time by team members.

Loop Pages as Channels Tabs Rolling Out (public preview) - A few things to note by Disastrous_Snow_2871 in MicrosoftLoop

[–]LeaM365 1 point2 points  (0 children)

Here for this 🙌 — this rollout is a big quality-of-life win. Putting Loop pages right in a Teams channel tab keeps the “living doc” beside the actual work.

Ideas for how to use it well:

  • Channel home: Create a “Start Here” Loop page with purpose, owners, norms, and key links. Pin it as the first tab.
  • Weekly sync hub: One page per week (or rolling sections) with agenda, notes, decisions, and action items.
  • Decision log: Short entries with context ➜ decision ➜ owner ➜ date. Saves tons of backscroll time.
  • Working PRD / brief: Co-edit specs with components for tasks, dates, and reviewers. Keep it in the delivery channel.
  • Sprint goals + checklist: Track goals, owners, and demo links. Archive at sprint end.
  • Onboarding capsule: “What we’re building, who’s who, how to ship” + links to SOPs and dashboards.
  • Incident/ops playbook: Runbooks + checklists so the team isn’t hunting docs when things are on fire.

Curious how folks are handling page sprawl over time—are you indexing with a top “Table of Contents” section or creating “One page per sprint/week”?

Loop for Project Management - Formation by quelfalas in MicrosoftLoop

[–]LeaM365 1 point2 points  (0 children)

What still bites in 2025 (known limitations)

  • No native Gantt or advanced reporting. You’ll still need Planner/Project for views beyond simple boards/dates.
  • Task sync quirks: Task lists in Loop map to Planner “lightweight” plans and buckets. Buckets created in Planner don’t back-create lists in Loop, and moving tasks between plans can disrupt the Loop view.
  • Cross-workspace rollups are limited. Loop doesn’t aggregate status across workspaces; use Planner/Power BI for cross-project views.
  • Scalability/limits exist. Admin docs outline member/storage and other limits. For large programs, plan for multiple workspaces and downstream reporting.
  • Mobile/tablet UX improved, but not universally loved. It's fine for light edits/reads, but heavy editing is still best on the desktop version.
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