Build a Knowledge Council Hub in Loop

Build a Microsoft Loop workspace for team collaboration and cross-app sync.

Introduction

30 Second Summary

When a team is responsible for setting content standards, they need a shared space where documents, meeting notes, and decisions stay connected and always up to date. Without it, information scatters across emails, chat threads, and forgotten file shares.

In this project, you will build a Knowledge Council collaboration hub in Microsoft Loop. You'll create a workspace with charter documents, content standards, and meeting templates that sync live across Teams and Outlook.

What You'll Build

A fully functional Loop workspace designed for a Knowledge Council, with governance pages, live components embedded in Microsoft Teams and Microsoft Outlook, and an evaluation of Loop's fit for your council's needs.

By the end of this project, you'll have:

  • A Loop workspace named "Knowledge Council" with a charter page, content standards page, and meeting agenda template.
  • A live Loop component embedded in both Microsoft Teams and Outlook, proving real-time cross-app sync.
  • An evaluation summary documenting where Loop fits your council's collaboration needs and where tools like Knowbler fill the gaps for Salesforce KB governance.
  • Secret Mission: Create a workflow map showing how Loop and Knowbler complement each other for knowledge management.

Are there any prerequisites?

You need a Microsoft 365 work account with access to Loop, Teams, and Outlook. Loop is included with Microsoft 365 subscriptions at no additional cost.

You'll access Loop through your browser at loop.cloud.microsoft using your work sign-in credentials.

Access Microsoft Loop and Create Your Workspace

The Knowledge Council needs a central place to collaborate on content standards, meeting agendas, and governance decisions. Microsoft Loop is a collaboration tool built into the Microsoft 365 ecosystem that gives teams portable, synced components they can use across Teams, Outlook, and more.

In this step, you'll access the Loop web app and create your first workspace. This workspace becomes the home base for everything your council builds together.

In this step, get ready to:
  • Sign in to Microsoft Loop with your Microsoft 365 work account.
  • Create a workspace named "Knowledge Council" with a description.
  • Explore the workspace hierarchy: workspaces, pages, and components.
Sign in to Microsoft Loop

The Loop web app is where all your workspaces live. You'll sign in with your existing Microsoft 365 work account to get started.

  • In your browser's address bar, type loop.cloud.microsoft and press Enter.
  • Sign in with your McKesson Microsoft 365 work account credentials.
  • After signing in, you'll land on the Loop home screen showing any existing workspaces and recent activity.

What is Microsoft Loop?

Loop is a co-creation tool that connects teams, content, and tasks across Microsoft 365 apps. It has three core elements: Loop components (portable, synced content pieces), Loop pages (flexible canvases for assembling content), and Loop workspaces (shared spaces for organizing project work).

The key differentiator is that Loop components stay synced wherever they appear. Edit a component in Microsoft Teams, and the change shows up in Microsoft Outlook and the Loop app simultaneously.

Can't sign in or see the Loop app?

Your Microsoft 365 admin controls whether Loop is enabled for your organization. If you see a permissions error, contact your IT team to confirm Loop is enabled for your account.

Loop also requires that your account meets storage requirements (OneDrive/SharePoint). If your organization recently provisioned your account, storage setup may still be in progress.

help me troubleshoot why I can't access Microsoft Loop with my work account

Create your Knowledge Council workspace

A workspace is the top-level container in Loop. Everything your council creates will live inside this workspace.

  • On the Loop home screen, click the + New workspace button in the left sidebar.
  • In the workspace creation form, type Knowledge Council in the Title field.
  • Skip the Invite the team step for now by clicking Continue.
  • In the Description field, type Collaboration hub for the Knowledge Council - content standards, processes, and governance.
  • Click Create to finalize your workspace.

Why skip the team invite for now?

You can always add members later once the workspace structure is ready. Building out the charter, standards, and templates first means your council members will see a polished workspace when they join.

Seeing an error when creating the workspace?

If you see an error about saving the workspace, your account may not meet the storage requirements. Loop workspaces are stored in your organization's SharePoint/OneDrive storage. Contact your IT admin to confirm your storage is provisioned.

help me fix a workspace creation error in Microsoft Loop

Explore the workspace structure

Now that your workspace exists, take a moment to understand how Loop organizes content. This hierarchy shapes everything you build in the next steps.

  • Look at the left sidebar of your new workspace. This is your workspace navigation panel.
  • Notice that Loop automatically created an untitled page for you inside the workspace.
  • Click into the page and notice the blank canvas area where you can type, insert components, and build content.

How does the Loop hierarchy work?

Loop uses a three-level hierarchy: Workspace > Pages > Components.

A workspace is the top-level shared space (like a project folder). Pages are flexible canvases inside a workspace where you assemble content. Components are the individual content pieces on a page (tables, checklists, task lists, paragraphs) that can be copied and synced across other Microsoft 365 apps.

You should now see the left sidebar displaying your "Knowledge Council" workspace with one untitled page nested inside it.

Your workspace is ready. Next up, you'll build the Council Charter page with the mission, membership structure, and decision-making process your council needs.

Build the Council Charter Page

Your Knowledge Council workspace is set up and ready. Now it's time to fill it with the council's foundational document: the charter.

A charter defines who the council is, what it owns, and how it operates. Without one, meetings drift and responsibilities blur. In this step, you'll build the charter as a Loop page using tables, headings, and bullet lists.

In this step, get ready to:
  • Create a Council Charter page with a mission statement.
  • Build a membership table showing all council roles.
  • Add sections for scope, meeting cadence, and decision-making.
Create the Council Charter page

Every Loop workspace organizes content into pages. Each page is a flexible canvas where you can mix text, tables, checklists, and other Loop components freely.

  • In the left sidebar of your Knowledge Council workspace, click the + button to create a new page.
  • Title the page Council Charter.
  • Click into the page body below the title.
  • Type / to open the slash command menu.
  • Select Heading 1 from the menu.
  • Type a heading like Purpose & Mission.
  • Press Enter and write the charter's purpose statement below the heading.

Writing the purpose statement

Keep it to one or two sentences that capture the council's mission. Something like: "The Knowledge Council exists to standardize and improve knowledge bases across teams, ensuring consistent quality, governance, and continuous improvement of our content."

What is the slash command menu?

The / menu is Loop's quick-access tool for inserting different content types. Typing / anywhere on a page opens a dropdown where you can insert headings, tables, task lists, checklists, and more without leaving your keyboard.

Add the membership structure using a table

The council's membership needs to be visible and clear. A Loop table component is the best way to lay out who sits on the council and what each person is responsible for.

  • Press Enter to start a new line below your purpose statement.
  • Type / and select Table from the slash command menu.
  • Label the three columns: Name, Role, and Responsibility.
  • Fill in a row for each of the 7 council members with their name, "Council Member" as the role, and a brief responsibility description.
  • Add a row for Jessica with the role Council Lead.
  • Add a final row for the Knowledge Program Manager with the role Knowledge Program Manager to show the reporting line above the council.

What does this table represent?

This table makes the council's structure visible at a glance. The 7 council members do the hands-on review and standards work. Jessica as Council Lead sets direction and runs meetings. The Knowledge Program Manager sits above the council as the executive reporting line.

Adding rows to a Loop table

Click the + icon that appears at the bottom of the table to add a new row. You can also press Tab from the last cell in a row to create a new row automatically.

Your table should now have 9 rows: 7 council members, Jessica, and the Knowledge Program Manager.

Add scope, meeting cadence, and decision-making sections

The charter needs to define what the council owns and how it operates. You'll add three more sections below the membership table using headings and bullet lists.

  • Click below the membership table to place your cursor.
  • Type / and select Heading 2.
  • Type Scope as the heading text.
  • Press Enter and type / to insert a Bulleted list.
  • Add four bullet items: Content standards, Processes, Goals, and AI integration.
  • Repeat the same pattern to add a Heading 2 for Meeting Cadence.
  • Add bullet items describing how often the council meets and the meeting format (for example: "Bi-weekly 30-minute sync" and "Quarterly strategy review").
  • Add a final Heading 2 for Decision-Making Process.
  • Add bullet items outlining how the council makes decisions (for example: "Majority vote for standard changes" and "Council Lead breaks ties").

Why headings and bullet lists?

Loop's page canvas lets you mix component types freely. Headings create a visual hierarchy, and bullet lists keep information scannable. Anyone opening this charter can find what they need in seconds without reading paragraphs of dense text.

Your Council Charter page is now complete. It should have a purpose statement at the top, a membership table in the middle, and three clearly labeled sections at the bottom.

Your council now has a clear charter that any member can reference. Next up, you'll build the Content Standards page that defines what a quality knowledge article actually looks like.

Create the Content Standards Page

Your Council Charter gives the council its identity and structure. Now you need to define what the council actually governs. The answer is content quality.

In this step, you'll create a Content Standards page that spells out the rules every knowledge article in your Salesforce knowledge base must follow. You'll use two new Loop component types to make this page actionable: a checklist for required article sections and a task list for the review workflow.

In this step, get ready to:
  • Create a Content Standards page with category headings.
  • Define required KB article sections using a checklist component.
  • Set up a review workflow using a task list component with due dates.
Create the Content Standards page and add category headings

Content standards are the quality criteria every knowledge article must meet before it goes live. Organizing them under clear headings makes the page easy to scan and reference during reviews.

  • In the left sidebar of your Knowledge Council workspace, click the + button to create a new page.
  • Title the page Content Standards.
  • Click into the page body below the title.
  • Type / to open the slash command menu, then select Heading 2.
  • Type Article Structure as the first heading.
  • Press Enter to move to a new line, then repeat the / command to add three more Heading 2 entries: Writing Style, Metadata Requirements, and Review Process.

You should now see four clearly separated headings on your page. Each one will hold a different category of standards.

Why these four categories?

Article Structure defines what sections every article must have. Writing Style governs tone and language. Metadata Requirements covers tagging and categorization. Review Process describes how articles move from draft to published.

Together, these four categories give your council complete coverage of the article lifecycle.

Add a checklist component for article structure

A checklist component lets you define the required sections every KB article must include. This can later become the council's official template that authors follow when creating new articles.

  • Click below the Article Structure heading to place your cursor there.
  • Type / to open the slash command menu.
  • Select Checklist from the menu.
  • Type the first checklist item: Title.
  • Press Enter after each item to add the next one.
  • Add the remaining items: Summary/Description, Steps or Body, Related Articles, and Last Reviewed Date.

Your checklist should now show five items, each with an empty checkbox beside it. These represent the minimum sections every KB article needs before it can be reviewed.

What is a Loop component?

A Loop component is a portable, synced piece of content that can live inside a Loop page and also be shared to Teams, Outlook, OneNote, or Whiteboard. When anyone edits the component in one place, the changes appear everywhere in real time.

The checklist you just created is a component. In Step 4, you'll see how components travel across apps while staying synced.

Don't see Checklist in the menu?

Make sure you're typing / at the beginning of a new line or after a space. If the menu doesn't appear, try clicking on an empty line first, then typing / again.

You can also scroll through the menu or type checklist after the / to filter the options.

Still stuck? Help me insert a checklist component in Loop

Add a task list component for the review process

A task list goes beyond a simple checklist by letting you assign owners and due dates. This makes it the right fit for mapping out your council's review workflow, where each stage has a responsible person and a timeline.

  • Scroll down to the Review Process heading on your Content Standards page.
  • Click below the heading and type / to open the slash command menu.
  • Select Task list from the menu.
  • Type the first task: Author drafts article.
  • Press Enter and add the second task: Peer review by council member.
  • Add the third task: Content lead approves.
  • Add the fourth task: Published to Salesforce KB.
  • For each task, click the date field to the right and assign a due date. Choose dates that are a few days apart to represent the review stages moving sequentially.

Your task list should show four items, each with a checkbox, the task text, and a due date. This represents the full lifecycle of a knowledge article from draft to publication.

What can Loop task lists do?

Loop task lists support assignments (tagging a person) and due dates. This makes them useful for lightweight tracking like review workflows.

Loop does not offer dependencies between tasks, subtasks, or automations. For complex project management with those features, you'd need a dedicated tool. For the council's review workflow, lightweight task tracking is a good fit.

Can't find the date field on your tasks?

Hover over a task item and look for a calendar icon or a date placeholder to the right of the task text. If you don't see it, try clicking directly on the task item first to select it.

Need help? How do I assign due dates to tasks in a Loop task list?

Your Content Standards page now gives the council a clear, actionable reference for article quality. Next up, you'll take a Loop component out of the workspace and embed it live inside Microsoft Teams.

Embed a Loop Component in Microsoft Teams

Your Knowledge Council workspace now has a charter and content standards. But council members spend most of their day in Microsoft Teams, not in Loop.

In this step, you'll create a meeting agenda in Loop and then embed it as a live component inside Teams. This proves the cross-app sync that makes Loop valuable for your council.

In this step, get ready to:
  • Create a Meeting Agenda page with bulleted agenda items.
  • Copy the agenda as a synced Loop component.
  • Paste and verify the live component inside Microsoft Teams.
Create the Meeting Agenda page

Every council meeting needs an agenda. Creating it in Loop means anyone on the council can add items before the meeting starts.

  • Switch back to your Knowledge Council workspace in Loop.
  • Create a new page by clicking the + icon in the left sidebar.
  • Title the page Meeting Agenda - [Today's Date] (replace with today's actual date).
  • Type / to open the slash command menu, then select Bulleted list.
  • Add the following agenda items as bullet points:
  • Review draft content standards.
  • Discuss Knowbler pilot timeline.
  • Assign Q3 goals.

Add a fourth item

Feel free to add one more agenda item that's relevant to your council's current priorities. Three items is the minimum for this exercise.

  • Confirm your page now shows a bulleted list with 3-4 agenda items visible in the page body.

What is a Loop component?

The bulleted list you just created is a Loop component. Components are portable pieces of content that can live in multiple places at once. Unlike a regular document, a component stays synced everywhere it appears.

Loop components are currently supported in Microsoft Teams, Outlook, OneNote, and Whiteboard.

Copy the Loop component

To get your agenda into Teams, you need to copy it as a synced component. This is different from a regular copy-paste because it creates a live link back to the original.

  • Click anywhere inside the bulleted list component on your Meeting Agenda page.
  • Look at the top-right corner of the component. Select Copy component.

What does Copy component do?

This copies a live, synced version of the component to your clipboard. When you paste it somewhere else, both copies stay connected. Edits in one location appear instantly in the other.

Don't see the Copy component option?

Make sure you've clicked directly inside the component content (the bulleted list), not on the page background. The option appears at the top-right corner of the component boundary.

help me find the Copy component option in Loop

Paste the component into Microsoft Teams

Now you'll paste the synced component into Teams so council members can view and edit the agenda without leaving their primary workspace.

  • Open Microsoft Teams (the desktop app or web version).
  • Navigate to a chat or channel where you'd like to share the agenda.
  • Click inside the compose box (the message input area at the bottom). Make sure the compose box is empty before pasting.
  • Press Cmd+V (macOS) or Ctrl+V to paste your Loop component.
  • Click Send to post the component to the chat or channel.

Why must the compose box be empty?

Loop components need to render as rich, interactive content inside Teams. If the compose box already has text in it, the paste may not display the component correctly. Always paste into an empty compose box.

  • Confirm the bulleted list appears as a live, editable component inside your Teams chat or channel. You should see your agenda items rendered inline.
  • Edit one of the agenda items directly from Teams (add a word or change the text slightly).
  • Switch back to Loop and check the Meeting Agenda page. Your edit from Teams should already appear on the Loop page.

Why is this powerful for the council?

This is Loop's core differentiator. One component lives in multiple locations but stays always synced. Council members who prefer Teams can update the agenda there. The council lead reviewing in Loop sees those changes instantly. No version conflicts, no "which document is the latest" confusion.

Component not rendering in Teams?

If you see a plain link instead of a live component, make sure you used Copy component from Loop (not a browser URL copy). The compose box must also be empty when you paste.

If the Loop components option doesn't appear at all, your account may need a valid OneDrive license. Check with your IT admin.

help me troubleshoot why my Loop component isn't showing in Teams

Your agenda now lives in two places at once. Next up, you'll use the same technique to share a status update through Outlook.

Share a Status Update via Outlook

In the previous step, you embedded a live Loop component in Microsoft Teams and confirmed it syncs in real time.

Now you'll push that same cross-app sync into Microsoft Outlook. Status updates sent by email go stale the moment you hit send. By embedding a live Loop component in an email to Jessica, the table stays current without anyone having to resend or schedule a follow-up meeting.

In this step, get ready to:
  • Create a Weekly Status Update page with a table component tracking key workstreams.
  • Copy the status table component and paste it into an Outlook email.
  • Verify that the component renders as a live, editable table inside the email body.
Create the Weekly Status Update page

Your Knowledge Program Manager needs visibility into what the council is working on. A status table in Loop gives you a single place to update progress that stays current everywhere it's shared.

  • Switch back to your Knowledge Council workspace in Loop.
  • Click the + button or New page option in the left sidebar to create a new page.
  • Title the page Weekly Status Update.
  • Type / to open the slash command menu, then select Table to insert a table component.
  • Set up four columns with these headings: Initiative, Status, Owner, and Notes.
  • Fill in the first row: Initiative = Content Standards Draft, Status = In Progress, Owner = your name, Notes = any relevant detail.
  • Fill in the second row: Initiative = Knowbler Evaluation, Status = Planning, Owner = TBD.
  • Fill in the third row: Initiative = Charter Approval, Status = Pending, Owner = Jessica.

Why a table component instead of plain text?

A table component in Loop is a portable, synced object. When you copy it into another app, it carries its structure and formatting with it. Plain text would lose its layout the moment you paste it somewhere else.

Your Weekly Status Update page should now show a neat table with three rows representing your council's active workstreams.

Copy the status table component

You'll use the same copy method you used in the previous step to get a live link for the table component.

  • Click anywhere inside the status table component on your Weekly Status Update page.
  • Select the Copy link icon in the upper-right corner of the component.

What does Copy link do?

This copies a live link to the component to your clipboard. When you paste this link into a supported Microsoft 365 app, it renders the full component content inline instead of showing a plain URL.

Paste the component into an Outlook email

This is where you prove Loop's value for async communication. Instead of typing out a status update that goes stale, you'll embed a living table that anyone with access can update directly from their inbox.

  • Open Microsoft Outlook (the desktop app or Outlook on the web).
  • Click New mail to compose a new email, or open an existing thread with Jessica and click Reply.
  • Click inside the email body where you want the table to appear.
  • Press Cmd+V (macOS) or Ctrl+V (Windows) to paste the Loop component.

The component should render as a live, editable table directly inside the email body. You'll see your Initiative, Status, Owner, and Notes columns with all three rows of data.

Why does this matter for the Knowledge Council?

Jessica (and any recipient with access) can edit the table directly from Outlook without ever opening Loop. When someone updates a status in Outlook, the change appears in Loop. When you update it in Loop, the email shows the latest version.

This means your council's status updates stay current without scheduling "status update meetings" or resending weekly emails.

  • To verify the sync, edit one cell in the table from Outlook (for example, change a status from Planning to In Progress).
  • Switch back to your Weekly Status Update page in Loop.
  • Confirm that the change you made in Outlook now appears in the Loop page.

Component showing as a plain link instead of a table?

Make sure your email is in HTML format. Other email formats display only a link to the component. In Outlook, check Format Text in the ribbon and select HTML if it is not already selected.

Also confirm you used the Copy link icon on the component itself. Copying the URL from the browser address bar will not render the component inline.

help me troubleshoot why my Loop component is not rendering in Outlook

You've now proven Loop's cross-app sync in both directions: Teams for real-time meeting collaboration and Outlook for async status reporting. Next, you'll step back and write an evaluation summary of what Loop handles well and where your council would need additional tools.

Write Your Evaluation Summary

You've proven Loop's cross-app superpower by embedding live components in both Teams and Outlook. Now it's time to step back and assess what you've experienced with fresh eyes.

Jessica needs more than a demo. She needs a clear evaluation of where Loop fits the council's needs and where other tools are required to fill the gaps.

In this step, get ready to:
  • Create an evaluation page with strengths and limitations sections.
  • Document Loop's advantages for council collaboration.
  • Identify gaps where tools like Knowbler complement Loop.
Create the evaluation page

This final page is different from the others you've created. Instead of collaboration content for the council, this is your assessment document for Jessica summarizing whether Loop is the right tool.

  • Switch back to your Knowledge Council workspace in Loop.
  • Create a new page. Title it Loop Evaluation - Findings for Jessica.
  • Type / to open the slash command menu and insert a Heading 2.
  • Title the first heading What Loop Does Well for the Council.
  • Add a second heading below it titled Where We Need Other Tools.

Why write an evaluation?

A tool evaluation gives Jessica a decision-ready document instead of a vague opinion. It shows you've tested the tool hands-on and identified both strengths and limitations with evidence from your own experience.

Summarize what Loop does well for the council

Think back to what you've built across the previous steps. You've experienced Loop's strengths firsthand. Now capture them in writing.

  • Click under your What Loop Does Well for the Council heading.
  • Add a bullet list covering these four strengths you experienced:
  • Real-time cross-app sync — components stay synced across Loop, Teams, and Outlook without manual updates.
  • Lightweight collaboration on documents and agendas without the overhead of heavier project management tools.
  • Clean workspace organization that keeps the council's pages grouped and easy to find.
  • Ease of sharing with the Knowledge Program Manager directly in Outlook without requiring them to open another app.
  • Write 1-2 sentences under each bullet point explaining how you experienced that strength during this project.

Reference your own experience

Instead of generic praise, point to specific moments. For example, when you edited the Meeting Agenda component in Teams and saw it update in Loop, that demonstrates the real-time sync strength with concrete evidence.

Document limitations and add your recommendation

An honest evaluation is more useful than a glowing review. Loop has clear limitations that matter for the council's work, especially around Salesforce integration.

  • Click under your Where We Need Other Tools heading.
  • Add a bullet list covering these limitations you encountered:
  • No relational databases. You cannot build a full project tracker with dependencies, linked records, or formulas.
  • No Salesforce integration. Knowbler fills this gap for KB article creation and governance directly inside Salesforce.
  • Limited template library. Fewer pre-built templates compared to competing tools.
  • No export for offline backups. Content lives inside the Microsoft 365 ecosystem with no obvious export functionality.
  • Below the limitations list, add a third heading titled Recommendation.
  • Write a recommendation paragraph with this core message: Loop for council collaboration + Knowbler for Salesforce KB governance = complementary tools covering both needs.
  • Expand on the recommendation by explaining that Loop handles the council's internal coordination (meetings, standards documents, status updates) while Knowbler handles article creation and content health scoring inside Salesforce where agents work.

What is Knowbler?

Knowbler is an AI-powered knowledge management solution that integrates with Salesforce, Zendesk, Microsoft Dynamics, and ServiceNow. It auto-drafts KB articles from support cases and evaluates content health on six parameters: Unique, Complete, Content Clear, Accurate Title, Links Valid, and Metadata Correct.

The council defines what "good" looks like in Loop. Knowbler enforces those standards inside Salesforce where agents create articles from cases.

Your evaluation page is now complete. You should see three sections on the page: strengths, limitations, and your recommendation.

Page looking cluttered?

If your headings don't stand out, make sure you used the / slash command to insert proper headings instead of just bolding text. Proper headings create visual hierarchy and are easier to scan.

Help me organize my Loop evaluation page so it's clear and scannable.

You now have a complete evaluation ready to share with Jessica. Your Knowledge Council workspace has five pages covering everything from governance documents to a candid assessment of the tool itself. Next up, the Secret Mission challenges you to think architecturally about how Loop and Knowbler work together in the council's workflow.

Secret mission

Map the Loop + Knowbler Workflow

You've seen what Loop can do for your council's collaboration. But what about the other half of the picture? In this secret mission, you'll think architecturally about how Loop and Knowbler divide responsibility across your council's full workflow.

Clean Up Your Resources

Clean Up Your Resources

Decide whether to keep your resources running, pause them to come back later, or delete them entirely. This project uses only your existing Microsoft 365 subscription, so there are no ongoing costs from the workspace or components you created.

Resources you used:

  • Loop workspace "Knowledge Council" with 6 pages (stored in your organization's SharePoint storage quota).
  • Loop component embedded in a Microsoft Teams chat or channel (Meeting Agenda bulleted list).
  • Loop component embedded in an Outlook email (Weekly Status Update table).

Keep everything running

No action needed. Choose this if you plan to present this workspace to Jessica or continue building out the Knowledge Council hub.

  • Your Loop workspace and all pages remain accessible at loop.cloud.microsoft.
  • The components embedded in Teams and Outlook stay live and synced.
  • Loop storage counts toward your organization's SharePoint quota, but a workspace with 6 pages uses negligible space.

Pause - I'll come back to this later

There is nothing to pause for this project. Loop workspaces have no running processes or active compute. Your content stays in place until you return.

  • Leave the workspace as-is. It costs nothing to sit idle.
  • If you want to reduce clutter in Teams, you can delete the chat message containing the Loop component. The component itself remains in your Loop workspace.

Delete - I don't want to use this again

Remove all project resources completely. Follow these steps in order.

  • Delete the Loop component message in Teams. In Microsoft Teams, find the chat or channel message containing your Meeting Agenda component. Hover over the message, click More options (the three dots), then select Delete.
  • Delete the Outlook email containing the Loop component. In Outlook, find the email you sent to Jessica with the Weekly Status Update table. Delete the email from your Sent folder.
  • Delete the Loop workspace. Go to loop.cloud.microsoft in your browser. On the home page, switch to Grid view. Hover over the Knowledge Council workspace, click the three-dot menu, and select Delete. Confirm when prompted. This deletes the workspace and all 6 pages inside it.

Workspace deletion is permanent

Once you delete a Loop workspace, it cannot be restored. Make sure you no longer need the Council Charter, Content Standards, or Evaluation pages before confirming.

Nice Work!

Nice Work!

You've just built a fully functional Knowledge Council collaboration hub in Microsoft Loop and proven how it connects across your Microsoft 365 environment.

You've learned how to:

  • Built a complete Loop workspace with a council charter, content standards, and meeting templates that your team can use immediately.
  • Embedded live Loop components in both Microsoft Teams and Microsoft Outlook, proving the cross-app real-time sync model.
  • Wrote a clear evaluation summary identifying Loop's strengths for lightweight collaboration and its limitations where tools like Knowbler fill the gap for Salesforce KB governance.
  • Secret Mission: Mapped the complementary workflow between Loop for council collaboration and Knowbler for knowledge base article governance, with clear integration points between the two tools.

Ready to quiz yourself?