How to create a workspace in Loop step by step
Ready to get organized fast? You can Create Workspace in Microsoft Loop with just a few clicks. Whether you want to manage a team project or keep your own ideas in one place, Loop makes it easy for everyone.
Loop uses AI and smart templates, so you spend less time setting up and more time working.
You can build a hub for files, chats, videos, and updates—all in one spot.
Real-time updates help your team stay on track, wherever they work.
Jump in now. You will see how quick and simple it is to start, customize, and invite others to your workspace.
Key Takeaways
You can set up your Loop workspace fast. First, sign in. Next, give it a clear name. Then, pick a template or start from scratch.
Make sure you have the right Microsoft 365 account. Check your permissions and storage before you make your workspace. This helps you avoid problems.
You can invite your team in Teams or share a link. Set permissions to keep your workspace safe and neat.
Add pages and use templates to sort projects, meeting notes, and tasks. This helps your team work together in one spot.
Loop gives real-time updates and works with Microsoft apps. This keeps your team connected and working well anywhere.
Quick Start Steps
Overview
Getting started with Microsoft Loop is easy. You can set up your workspace in just a few steps. Here’s a quick look at what you’ll do:
Go to the Loop homepage at loop.microsoft.com.
Sign in with your work or school account.
Select the plus button or choose ‘New Workspace’ to begin.
Give your workspace a name. You can change it later if you want.
Pick a template to help organize your space, or start from scratch.
Invite your team members to join.
Set permissions so everyone knows what they can do.
Start adding pages, tasks, and ideas to your workspace.
💡 Tip: Use a clear name for your workspace, like your project or team name. This helps everyone find it quickly.
Requirements
Before you Create Workspace in Loop, make sure you have everything you need. Here’s what you should check:
If you run into trouble, check with your IT admin to make sure you have the right permissions and licenses. Once you have these, you’re ready to Create Workspace and start collaborating.
Access Loop
Sign In
You need to sign in before you can start using Microsoft Loop. Start by opening your favorite web browser. Go to the Loop homepage at loop.microsoft.com or loop.cloud.microsoft.com. You will see a sign-in page. Enter your work or school email address. Use the same account you use for Microsoft 365. Type your password and follow any prompts to finish signing in.
📝 Note: If your organization uses extra security, you might need to enter a code or approve a sign-in on your phone.
You can also sign in using the Loop mobile app. Download it from the App Store or Google Play. Open the app and enter your Microsoft 365 account details. The mobile app lets you check your workspaces and add ideas on the go.
Open Loop App
Once you sign in, you can open the Loop app in different ways. Here are your main options:
Use the web app in your browser at loop.microsoft.com or loop.cloud.microsoft.com.
Open the Loop desktop app if your device has it installed.
Launch the Loop mobile app on your phone or tablet.
You can also work with Loop components inside other Microsoft 365 apps. For example, you can use Loop in Teams, Outlook, Word (web), and Whiteboard. This means you can create and share Loop pages or tasks without leaving those apps. Loop also connects with Microsoft Planner and To Do, so your tasks stay in sync.
💡 Tip: Try opening Loop on both your computer and your phone. This way, you can switch between devices and keep your workspace up to date wherever you are.
With these options, you can always access your Loop workspace—at your desk, in a meeting, or on the move.
Create Workspace
Start New Workspace
You are ready to Create Workspace in Microsoft Loop. After you sign in, look for the plus (+) button or a button labeled "New Workspace." You will usually find this at the top left of your Loop homepage. When you select it, a new window or panel will open. Here, you can start building your workspace from scratch or choose a template to help you get started faster.
If you want to save time, try using one of Loop’s smart templates. These templates give you a head start with pages for project plans, brainstorming, or meeting notes. You can always change or add more pages later. Once you Create Workspace, you will see it appear in your list of workspaces. Now you can begin adding your ideas, files, and tasks.
💡 Tip: If you do not see the option to Create Workspace, check with your IT admin. Sometimes, permissions need to be set up first.
Name and Organize
A clear name helps everyone know what your workspace is for. When you Create Workspace, you will see a field to enter a name. Pick a name that matches your project, team, or goal. You can also add a short description to explain the workspace’s purpose. This helps your team stay focused and find the right space quickly.
Here are some best practices for naming and organizing your workspace:
Use a clear, simple name and add a description so everyone understands the workspace’s focus.
Organize your workspace by topic or project phase. Create sections for notes, meeting minutes, brainstorming, and task boards.
Set up task boards like kanban boards. Assign tasks, set deadlines, and attach files to keep everyone on track.
Try Loop’s pre-built templates, such as Project Plan or Weekly Meeting Notes, to keep things consistent and save time.
Connect your workspace with other Microsoft 365 tools like Teams, Planner, Word, and Excel. This keeps your workflow smooth and avoids extra work.
Use Loop’s messaging and comment features to encourage real-time teamwork and regular updates.
Store files and notes in containers that are easy to search. Attach documents where they are needed for quick access.
📝 Note: A well-organized workspace makes it easy for everyone to find what they need and stay productive.
Troubleshooting
Sometimes, you might run into issues when you try to Create Workspace. The most common problem is not seeing the option to make a new workspace, even if you have the right Microsoft 365 license. This usually happens because your organization’s settings need to allow workspace creation.
If you cannot Create Workspace, ask your IT admin to check the Loop app policy. Here is a quick guide they can follow:
Sign in to
https://config.office.com
with an admin account.
Go to Customization and then Policy Management.
Create or edit a policy configuration and give it a name, like "Loop Policy."
Choose who the policy applies to (all users or certain groups).
Find the Loop app policy called "Create and view Loop workspaces in Loop."
Open the policy settings and set it to Enabled.
Save and apply the changes.
If you still have trouble, try these quick fixes:
Refresh your browser or clear your cache.
Make sure your Microsoft 365 license is active and includes Loop.
Check if your OneDrive or SharePoint storage is working.
⚡ Quick Fix: Most workspace creation issues come from permissions or policy settings. Your IT admin can usually solve these in a few minutes.
Now you know how to Create Workspace, name it, organize it, and solve common problems. You are ready to build a space where your team can work together and stay organized.
Add Members
Invite Team
You can bring your whole team into your Loop workspace in just a few steps. Loop lets you add up to 1,000 members to each workspace, so you have plenty of room for everyone who needs to join. This limit works for both personal and business accounts.
To invite your team, you have two main options:
Add through Teams:
Add Loop as a tab in your Teams channel using the plus (+) button.
Name your workspace or use the default channel name.
Wait for the workspace to finish setting up.
Team owners become workspace owners, and team members can start collaborating right away.
To invite guests, add them to the Teams channel. Once they accept, they get access to the Loop workspace.
Share a Workspace Link:
Open the Share menu in the top-right corner of your workspace.
Copy the workspace link and send it to your teammates using Teams, Outlook, or another app.
When teammates use the link, they show up as pending members.
You can accept or decline their requests in the member list.
💡 Tip: Guests need to be added by email. Once they join, they can edit, comment, and work with your team in real time.
Manage Permissions
You control what each person can do in your workspace. Loop uses different permission levels to keep things organized and secure. Here’s a quick look:
Owners have the most control. Members can work on content and sometimes invite others. Guests can join in, but they cannot create new workspaces.
Loop also keeps your data safe. It uses SharePoint security, device management, and sensitivity labels. You can set labels to control who sees your workspace and how they access it. Deleted content goes to a recycle bin, so you can recover it if needed.
🛡️ Note: Sensitivity labels help you protect your workspace. Use them to limit sharing and keep your information secure.
Add Content
Add Pages
You can build out your workspace by adding pages for different topics, projects, or ideas. Loop lets you organize everything in one place. To add a new page, open your workspace and select Create new. Pick Page and give it a clear title. You can also use the plus (+) sign in the navigation area to add more pages quickly.
Want to keep things organized? Create subpages under main pages. Just find the page you want, click the three dots, and choose New subpage. Subpages show up indented, so you can see how your ideas connect. Loop lets you nest subpages up to five levels deep. If you want to link pages together, you can embed a page as a Loop component inside another page. This helps you keep related info close by.
Loop workspaces support many types of content. You can add interactive components like task lists, which connect with Planner or To Do. This makes it easy to track tasks and keep everyone updated.
💡 Tip: Use pages for meeting notes, project plans, or brainstorming sessions. Subpages help break big topics into smaller, manageable parts.
Use Templates
Loop gives you a head start with a wide range of templates. These templates help you set up your workspace fast. You can pick from options like:
Project Brief
Team Decision
Meeting Notes
Kanban Board
Product Wiki
OKR Tracker
Templates come with starter content, but you can add your own blocks, mentions, or to-do lists. You can also explore the Template Gallery for more choices. Invite your team to add ideas, comments, and files right inside the template.
📝 Note: Templates save time and help your team stay on the same page.
Share Across Workspaces
Need to use the same page in more than one workspace? Loop makes it simple. Create a page in one workspace, then use the three dots next to the page and select Add to workspace. Pick another workspace, and the page will show up there with a link icon. Any changes you make update everywhere instantly.
You can also share Loop pages with people outside your organization. Just use the Share button, set guest access, and send the link. Loop components work across Microsoft 365 apps like Teams, Outlook, and Word, so your team can collaborate in real time, no matter where they work.
🚀 Quick Fact: When you remove a shared page from a workspace, it only disappears from that workspace—not everywhere. Deleting it from the original workspace removes it from all linked places.
Collaboration Tips
Organize Projects
You want your projects to run smoothly and stay on track. Microsoft Loop gives you tools to keep everything organized in one place. Start by creating a dedicated workspace for each project or team. This keeps all your files, notes, and tasks together, so you never lose track of important details.
Set up a homepage in your workspace. Use it as a central hub where everyone can find key information and updates. Add pages for different topics, like planning, brainstorming, or tracking progress. You can use Kanban boards to manage tasks visually. Move tasks between columns, set due dates, and assign people to each task. This makes it easy to see what needs to be done next.
Loop also lets you use flexible components, like checklists, tables, and progress trackers. You can move these components between pages or even into other Microsoft 365 apps. Everything stays in sync, so your team always sees the latest updates.
Here’s a quick look at Loop’s top collaboration features:
💡 Tip: Use the Ideas tab to jot down quick thoughts or rough plans. You can organize and expand them later.
Use for Meetings
Loop makes meetings more productive and less stressful. You can create a meeting notes page before your meeting starts. Add an agenda, jot down discussion points, and assign tasks as you go. Everyone can edit the notes at the same time, so nothing gets missed.
During a Teams or Outlook meeting, add a Loop task list to capture action items live. Assign tasks, set deadlines, and track follow-ups—all from the same page. These tasks sync with Microsoft Planner, so you can manage them after the meeting ends.
Here’s how you can use Loop for meetings:
Join your meeting in Teams.
Open the Notes section to add agenda items and meeting notes.
Assign follow-up tasks to team members right in the notes.
After the meeting, review and update notes together. Everyone sees changes in real time.
📝 Note: For recurring meetings, keep a shared Loop workspace. This way, you can track ongoing notes and tasks in one place, making it easy to stay organized week after week.
With Loop, you turn every meeting into a chance for real teamwork and clear follow-up.
You have learned how to set up your workspace in Loop. Try using different templates to see what works best. Invite your team members to join your workspace. Start adding pages for each of your projects. Loop puts all your notes, files, and tasks in one place. This helps you stay organized and work well with your team. Next, you can use Loop for meetings that happen often. You can also look for ways to make your workspace run by itself. With real-time updates and simple sharing, everyone stays informed. This helps your team work faster and better together.
FAQ
How do I delete a workspace in Loop?
You can delete a workspace by opening it, clicking the three dots in the top right, and choosing Delete workspace. Confirm your choice. The workspace moves to the recycle bin. You can restore it if you change your mind.
Can I change the workspace name later?
Yes! Just open your workspace, click the name at the top, and type a new one. Hit Enter to save. Your team will see the new name right away.
What happens if I remove someone from my workspace?
When you remove a member, they lose access to all pages and files in that workspace. They cannot see updates or add new content. You can always invite them back if needed.
Can I use Loop on my phone?
Absolutely! Download the Loop app from the App Store or Google Play. Sign in with your Microsoft 365 account. You can view, edit, and add ideas on the go.
How do I restore a deleted page or workspace?
📝 Note:
Go to the recycle bin in Loop. Find your deleted page or workspace. Click Restore. Everything comes back just like before.