Welcome to Loopdesk Help Center

Get oriented in Loopdesk — find the guides you need to bring your team's messages, docs, tasks, and meetings into one place.

Loopdesk brings your team's conversations, documents, tasks, and meetings into one connected workspace — so less falls through the cracks and less time is spent switching tools.

This help center covers everything from inviting your first teammate to running meetings with live notes. Browse by category or jump straight to a guide below.

Welcome illustration

New to Loopdesk? Start here

These three guides get your workspace ready for the whole team in under 15 minutes.

  • Invite teammates and set their default channels so everyone lands in the right place on day one.

  • Create a channel for each project or team — public for open collaboration, invite-only when you need focus.

  • Connect a shared inbox like support@ so every customer message reaches the right people.

Invite your team and set defaults
Bring teammates into the workspace and land them in the right channels on day one.
Create a channel
Spin up a focused space for a project or team, public or invite-only.
Connect a shared inbox
Route a team address like support@ into Loopdesk so nothing falls through.

Messaging & collaboration

Loopdesk keeps conversations actionable. You can comment in context, pull teammates in with a mention, share files right in the flow of conversation, and turn any message into a tracked task without leaving the thread.

  • Mention a teammate to bring them into any discussion instantly.

  • Share files with context so the right people see them — not buried in an email attachment.

  • Capture action items from a conversation as tasks before the thread moves on.

Comment and mention a teammate
Leave feedback in context and pull the right person into the discussion.
Share a file in a channel
Post a file with context so the right people see it in the flow of conversation.
Turn a message into a task
Capture action items from any conversation without leaving the thread.

Docs, tasks & meetings

Everything your team decides and commits to can live in Loopdesk — from collaborative docs your whole channel edits live, to meetings whose action items automatically become tasks.

Start a collaborative doc
Create a live document the whole channel can edit at once.
Run a meeting with live notes
Schedule a meeting whose notes are shared live and whose action items become tasks.

Managing a shared inbox

If your team handles incoming requests from a shared address, Loopdesk gives every conversation a clear owner and a clean close.

Connect a shared inbox
Route a team address like support@ into Loopdesk so nothing falls through.
Assign and resolve conversations
Give every incoming conversation one clear owner and a clean close.