Channel meetings with Collaborative Notes are The thing and now it’s being rolled out

Finally Collaborative Notes in Microsoft Teams Channel Meetings is beeing rolled out and many of us have already gotten it.

Microsoft 365 Roadmap

In my previous blog post “Use Microsoft Teams the right way – Part 3 – Better Teams Meetings when using Channel Meetings” i wrote about the weaknesses in information governance when, following old habits, inviting to Teams meetings from your Outlook calendar or from your calendar in Teams.

Channel Meetings is nothing new. We have been able to conduct Channel meetings for a long time now and for some time also collaborative meeting notes, but with Collaborative Notes in Channel Meetings, which is now being rolled out, we are given completely new opportunities to plan, conduct and follow up our Team meetings both in terms of efficiency and good information structure (where all relevant related information is stored – and can be found in the right context).

Everything that has to do with the meeting (Recording of the meeting, the meeting’s chat, the meeting’s presentations as well as the agenda, notes and the follow-up tasks that are defined) can be found in the channel you schedule/create the meeting in.

If you’re one of the lucky ones who now have access to Collaborative Notes in Channel meetings (go into a team channel and schedule a channel meeting and you’ll see if you got it) then I highly recommend reading my previous blog post “Use Microsoft Teams the right way – Part 3 – Better Teams Meetings when using Channel Meetings” on how to conduct team meetings from a technical perspective.

Go to a team in Microsoft Teams, open an existing channel and click there on the camera icon to “Schedule a meeting”. 👆 You will then be greeted by this familiar interface. 👇
Fill in all relevant information such as the title of the meeting, select participants, time and place. As you can see, it already shows which channel the meeting should be in (because you created the meeting from the channel), enter relevant text about what the meeting is about. No news in this procedure, but now on to the interesting stuff. Look for the text “Add an agenda” and if it appears, of course now click on it
Hopefully then you see this 👆 and it means you can test and use Collaborative Notes in your future Channel meetings.

If you don’t have access to Collaborative Notes yet, it could be due to two things.

  • Some Administrator has, for one or another probably well-thought-out reason, blocked the use of Microsoft Loop in your organization. Then talk to him/her a little nicely to edit the settings for Loop functionality in Teams and with some good arguments and flattery and maybe things will work out.
    And/Or
  • The functionality has not yet been rolled out to your organization. Then just be patient and try again in a few days to see if it has appeared.

I’ll be back with a follow-up blog post with my reflections on the benefits and possible weaknesses as soon as I’ve put this to the test.

(In fact, I have already started testing and tormenting some of my colleagues. 👇 )

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I’m Magnus

I am the one who runs this blog whose purpose is to spread and share experiences, wisdom, news, information, good advice, tips & tricks, constructive feedback and reviews. All of this related, in one way or another, to Microsoft 365 in general and Microsoft Teams in particular.

I am passionate about testing and evaluating new applications, functionality and solutions, but I am just as passionate about ensuring how to put it to use in the right way.