How do we get recurring meeting notes to carry over in Microsoft Teams Notes?

Question

We have a recurring meeting once a week that we keep to-dos in. In Microsoft Teams, we are trying to set up recurring meeting notes that carry over the to-do items from week to week, so they are always on the agenda. How do we do that (utilizing the .loop functionality)?

Currently, we are getting a new .loop file every time we start the meeting each week. We'd like it to be one file.

Answer 1

I figured out a way to do this!

In New Teams, you have to go to go to the meeting SERIES (if you open one recurrence you will have the option at the top to edit series) and edit the Notes component there.

Anything you put in there will show up in the Notes component for every recurrence.

However: if you just click on the Notes icon during an occurrence of your series, it will create a new Notes component specific to that date. If you want to continue to edit the single Notes component from the series, you will have to use a link to get there instead.

Answer 2

I've read all replies and also have this question. What would be useful is if there was an option under Meeting settings for recurring meetings of: 1. Copy meeting Agenda to all recurrences, 2. Carry over meeting Notes from recurrence to recurrence and 3. Carry over Follow-up Tasks from recurrence to recurrence. And/ or within a recurrence under the three dots (ellipse), have an option to (agenda A, meeting notes MN or follow-up tasks FUT) that asks "copy A, MN, FUT to next recurrence".

Answer 3

Okay, here is what I did, I am not sure if this is because the UI changes at all since this post, but I managed to get this working:

This is all done in the NEW Teams, I cannot speak to the old Teams.

NOTE: You MUST have the Loop DESKTOP APP installed for this to work, using Loop via a browser does not install the integrations needed for this to work.

• In Teams, go to the Calendar Tab
• Click on New Meeting button
• Fill out as normal
• At the BOTTOM, there is a section "Add an Agenda others can edit"
  • Clicking here will open the LOOP Meeting Notes section where everyone can edit and take notes
  • You can set permissions to limit who can edit things, but will limit collaboration

edit: Apparently, you can only see this section if you look at the New Teams Calendar and not in Outlook (New or Old)

Answer 4

We all seem to be having the same p[problem, there is no option to set the recurrence and save. Please help, this feature is not very useful if the notes and action items aren't accessible from the previous meetings.

Thank You!

Answer 5

When I click on the three dots on the note, I get the following options:

1. Shared Locations
2. Copy component
3. See who has access
4. Open in Browser

My menu seems to be different than what yours is? I appreciate your help in getting this figured out.