A collaborative workspace app in Microsoft 365 designed to help teams co-create, stay organized, and work together in real time across apps and devices.
Hello Tara,
Thank you for posting in Microsoft Community. We are happy to help you.
It sounds like you're looking for a way to manage recurring meetings with unique agendas while keeping them connected in a series. Here's how you can achieve this using Microsoft Loop and other tools:
Create a Template Agenda: Start by creating a reusable agenda template in Microsoft Loop. This template can include standard items you want to cover in every meeting.
Duplicate the Template for Each Meeting: For each new meeting, duplicate the template agenda. This ensures that each meeting starts with a fresh agenda, and previous notes or "ticked" items don't carry over.
Use Loop Components in Teams: When scheduling meetings in Teams, add Loop components to the meeting chat. These components can include the agenda and notes. Each meeting can have its own unique Loop component, allowing you to manage agendas separately.
Manage Tasks in Planner: Use Microsoft Planner to track tasks and their progress. This way, tasks can remain consistent across meetings, but the agendas and notes are unique to each meeting.
Organize Notes in the Loop Workspace: After each meeting, transfer the notes to the Loop workspace. Create a new page for each meeting's notes to keep them organized and separate. This ensures that adjustments to one meeting's notes don't affect others.
Plan Future Agendas: You can create agendas for future meetings by duplicating the template and customizing it in advance. These can be linked to the corresponding meeting in Teams or Outlook.
Best Regards,
Adaeze || Microsoft Community Support Specialist