Lattice

Adam Kroboth

Learn how to use Lattice to power your 1:1 meetings

1:1s

Configure and invite the AI Agent to join your 1:1s

Lattice AI Agent in 1:1s

Enable or Disable the Lattice AI Agent for 1:1s and Configure Transcript Retention

Agent in 1:1 Meetings Technical FAQ

Lattice AI Agent in 1:1s Privacy

AI Agent in 1:1s for Admins

Invite the Lattice AI Agent to your 1:1s

Download a Lattice AI Agent Transcript from your 1:1

Delete a Lattice AI Agent Transcript from your 1:1

Use the Lattice AI Agent in your 1:1 meetings

AI Agent in 1:1s for Managers and Employees

What are 1:1s?
The 1:1's tool allows managers and employees to collaborate on a shared agenda for their meetings. Employees can also creat...

Why Use 1:1s?

What is the difference between Updates and 1:1s?
1:1s facilitate the conversation between employee and their manager in an in-person meeti...

Updates vs. 1:1s

Lattice allows admins to enable or disable 1:1s for the entire organization or a smaller group of users. We provide the flexibility needed...

Manage 1:1 Access for Your Company

Admins can create non-recurring 1:1 templates for their company to apply to any of their 1:1s.
Before you start

Company 1:1 templates can...

Create a Company 1:1 Template for your Organization

Admins can edit non-recurring company 1:1 templates for employees at their company to apply to any of their 1:1s. Changes made to company ...

Edit a Company 1:1 Template

Company development 1:1 templates provide managers guidance for developmental conversations. The development templates are automatically a...

Activate Company Development 1:1 Templates for your Organization

Duplicate a Company Development 1:1 Template for your Organization

Admins can deactivate company development 1:1 templates to prevent managers from using the template during developmental conversations. 

...

Deactivate Company Development 1:1 Templates

Company recurring talking points create consistency, alignment, and transparency between employees and managers during 1:1s. Admins can en...

Company Recurring Talking Points for 1:1s

The 1:1s Log

Admins have visibility into the analytics for their organization's 1:1 meetings to ensure that managers and direct reports utilize the too...

Understand 1:1 Analytics as an Admin

As an admin, you can delete past 1:1s for every user in the organization.
Before you start

Only admins can delete 1:1 agendas.
Deleting a...

Delete a 1:1 agenda as an Admin

1:1 for Admins 

1:1s for Managers and Employees

The 1:1s tool allows employees to collaborate on a shared agenda for in-person meetings. Both managers and employees can set up a 1:1 rela...

Set Up a 1:1 with Your Manager

How to set up a 1:1 with someone other than your direct managerEmployees can create a 1:1 with all Lattice users. Non-manager 1:1 relation...

Set Up a 1:1 Relationship with a Peer

Create a 1:1 as a Manager

Navigate 1:1s as a Manager

Navigate 1:1 Agendas as a Direct Report

How to quickly navigate between different 1:1 agendas
As a Lattice user, you may have multiple 1:1 relationships. To quickly navigate betw...

Navigate Between 1:1s

Create an Ad hoc 1:1

Disable a 1:1 Relationship

Navigate to 1:1s. 
Under the Inactive section, find the 1:1 relationship and select View.
Within the yellow banner, select Configure the n...

Reactivate an Inactive 1:1 Relationship

If the 1:1 is not integrated with a calendar:


Navigate to 1:1s
Find the 1:1 meeting you'd like to restore by clicking on the participant...

Restore a Cancelled 1:1

Before you start
If your 1:1 is synced with your calendar, you must change the time of your 1:1 within the calendar, which will then updat...

Change Your 1:1 Time

Managers and non-managers can create customized agenda templates that include recurring talking points and action items they'd like to dis...

Create a 1:1 Agenda Template as a Manager

Edit or delete 1:1 agenda templatesManagers can update or delete their 1:1 agenda templates. Changes made to templates will impact all fut...

Manage 1:1 Agenda Templates as a Manager

How to set agenda templates in a 1:1 (formerly recurring talking points)
 

Employees can create customized agenda templates that include ...

Create Agenda Templates as a Non-Manager

Once an admin or the manager has created a 1:1 template, managers can apply the company template to individual 1:1 relationships with thei...

Apply 1:1 Templates to your Direct Report Relationship

Users are able to create custom 1:1 templates that can be applied to 1:1 relationships. However, sometimes you may no longer need a templa...

Delete a 1:1 template you created

Managers can add a direct report's update response to the 1:1 agenda for discussion.
Add an update from the 1:1 agenda

Navigate to 1:1s &...

Add a Direct Report's Update Response to Your 1:1

Post-review 1:1s enable managers to facilitate productive and meaningful conversations about performance with their direct reports. If you...

Plan a Post-Review 1:1 with Your Direct Report

Explaining recommended talking points in 1:1s and how managers can use them
What are recommended talking points?
Recommended talking point...

Use Recommended Talking Points as a Manager

The complete list of questions for manager recommended talking points in 1:1s
The recommended talking points inspire managers with optiona...

A List of Manager Recommended Talking Points

What recommended talking points in 1:1s are and how direct reports can use them.
What are Suggested Talking Points?
Recommended talking po...

Use Suggested Talking Points as a Direct Report

The full list of questions for direct report recommended talking points in 1:1s


The recommended talking points inspire direct reports wi...

A List of Direct Report Recommended Talking Points

Add and Manage 1:1 Action Items

How to add items from your previous 1:1 agenda to your next meeting.
If there are talking points that you did not get to in your 1:1, you ...

Add Previous Talking Points to Your Next 1:1

Lattice allows 1:1 participants to add Update comments to an agenda for further discussion. Both employees and managers can do this from t...

Add an Update Response to a 1:1

How to access and record progress to growth areas using 1:1s
Growth areas are collaborative spaces for managers and their direct reports d...

Update Growth Areas within a 1:1

Prepare for your 1:1 meetings by adding talking points with the Slack integration
Employees can use the Lattice Slack app to add talking p...

Lattice Slack App for 1:1s

Bulk Export Your 1:1s

Managers and Individual Contributors are able to download a CSV of their 1:1s. Download the 1:1s Log The 1:1s Log CSV allows managers and ...

Export your 1:1s as a Manager and an Employee

Creating and Managing 1:1s

Connect 1:1s to Google Calendar

Connect 1:1s to Outlook

Disconnect Your Calendar from Your Lattice 1:1s

Troubleshoot Your Calendar Integration

Details about the API Lattice uses to keep calendar events synced.

For info on how to set up or use the 1:1 calendar integration, read Co...

Google Calendar Integration Technical Details

Problem

Spinning wheel when loading calendar
Unable to connect or see calendar 

Resolution
The spinning wheel indicates that there is an...

Issues loading Google Calendar in 1:1s

Join Zoom from a 1:1 Agenda

To cancel integrated 1:1s, both parties must respond "No" to the calendar event. Then, the meeting within the 1:1 in Lattice will update t...

Cancel a 1:1 Connected to Google Calendar

Integrate Outlook or Google Calendars with your 1:1s

1:1 Integrations 

A List of Email Notifications for 1:1s

A guide for tasks created for managers with 1:1s.
Before you start

A manager will receive a task for 1:1s when the manager has a new dire...

Manager Tasks for 1:1s

1:1s Slack Notifications

1:1 Notifications 

Problem
When I view my 1:1s they are displaying in an incorrect time.
Resolution

Your 1:1's timezone reflects what you have set in your L...

Why is my 1:1 displaying the incorrect time zone?

What is considered as a 'participated 1:1'?

Question
Does the new manager have visibility to their new direct report's 1:1 with their previous manager?
Answer
When an employee change...

What Happens to the Previous Manager's and Direct Report's 1:1s After Changing Managers?

Question
How can I schedule daily 1:1 meetings in Lattice?
Answer
Lattice does not allow 1:1 participants to schedule daily 1:1s using the...

Can I schedule a daily 1:1 meeting in Lattice?

Problem



I can't create a new 1:1 meeting with my colleague
The dropdown says 'You already have a 1:1 together'



Resolution




On the...

Can't create a new 1:1 meeting

ProblemWhen someone leaves the company and they are deactivated, will their 1:1s remain visible to active employees who had a 1:1 relation...

If a user is deactivated, will the agenda from their past 1:1s remain?

Question
Within any given 1:1 relationship, how many future meeting events does Lattice create?
How many 1:1 meeting agendas can I plan in...

How Many Upcoming 1:1 Meetings Does Lattice Generate?

Troubleshooting why a 1:1 meeting may be going out at the wrong time

Lattice allows 1:1 participants to select a different time zone for ...

Why am I receiving 1:1 notifications at the wrong time?

Question
Does the Lattice integration break if I delete a synced 1:1 event from my calendar?
Answer

When deleting a single event in a rec...

What happens if I delete a synced 1:1 event from my Google or Outlook calendar?

1:1s FAQs

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Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

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