Lattice

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

1:1s and Meetings

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

Lattice AI Agent in 1:1s

Learn how admins can configure the Lattice AI agent for 1:1s.

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

Lattice Agent in 1:1s automatically captures and summarizes your 1:1 conversations, helping employees stay aligned on key discussion points, action items, agenda topics, and coaching opportunities.

Agent in 1:1 Meetings Technical FAQ

Learn about the privacy options when using the Lattice AI Agent in 1:1s.

Lattice AI Agent in 1:1s Privacy

AI Agent in 1:1s for Admins

Lattice Agent in 1:1s can join your new or existing 1:1 meetings to capture key discussion points, and automatically generate summaries, action items, agenda suggestions, and coaching insights directly in…

Invite the Lattice AI Agent to your 1:1s

When the Lattice AI Agent in 1:1s has been enabled in a 1:1 relationship and transcript storage has been enabled, participants can download the transcript as a TXT file.

Download a Lattice AI Agent Transcript from your 1:1

Permanently remove an 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

Why Use 1:1s?

What is the difference between Updates and 1:1s?

Updates vs. 1:1s

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

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.

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.

Edit a Company 1:1 Template

Company development 1:1 templates provide managers guidance for developmental conversations.

Activate Company Development 1:1 Templates for your Organization

Learn how to duplicate a Lattice-created Development 1:1 template to create a customizable version 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.

Company Recurring Talking Points for 1:1s

Admins can view their company's 1:1 meetings to ensure that managers and direct reports utilize the tool to keep up with employee progress and workplace challenges.

The 1:1s Log

View the articles on the different 1:1 analytics available in Lattice.

Understand 1:1 Analytics as an Admin

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

Delete a 1:1 agenda as an Admin

1:1 for Admins 

1:1s for Managers and Employees

Learn how to set up recurring 1:1 meetings with your manager, including how to schedule meetings manually or connect them to your calendar.

Set Up a 1:1 with Your Manager

How to set up a 1:1 with someone other than your direct manager

Set Up a 1:1 Relationship with a Peer

Create a 1:1 as a Manager

How to use and set up 1:1 agendas as a manager and schedule these meetings with your direct reports

Navigate 1:1s as a Manager

How to use agenda items in 1:1s as an employee

Navigate 1:1 Agendas as a Direct Report

How to quickly navigate between different 1:1 agendas

Navigate Between 1:1s

Create a one-time 1:1 meeting with a manager or peer

Create an Ad hoc 1:1

Disable a 1:1 Relationship

Reactivate an Inactive 1:1 Relationship

Restore a Cancelled 1:1

Change Your 1:1 Time

Create a 1:1 Agenda Template as a Manager

Manage 1:1 Agenda Templates as a Manager

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

Create Agenda Templates as a Non-Manager

Apply 1:1 Templates to your Direct Report Relationship

Delete a 1:1 template you created

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

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

Explaining recommended talking points in 1:1s and how managers can use them

Use Recommended Talking Points as a Manager

The complete list of questions for manager recommended talking points in 1:1s

A List of Manager Recommended Talking Points

What recommended talking points in 1:1s are and how direct reports can use them.

Use Suggested Talking Points as a Direct Report

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

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.

Add Previous Talking Points to Your Next 1:1

Add an Update Response to a 1:1

How to access and record progress to growth areas using 1:1s

Update Growth Areas within a 1:1

Prepare for your 1:1 meetings by adding talking points with the Slack integration

Lattice Slack App for 1:1s

Users can bulk export their 1:1 data from Lattice as CSV files.

Bulk Export Your 1:1s

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

Creating and Managing 1:1s

Learn how to connect your 1:1s with Google Calendar events.

Connect 1:1s to Google Calendar

Learn how to connect your 1:1s to Outlook events.

Connect 1:1s to Outlook

Remove the Google or Outlook calendar from your 1:1s.

Disconnect Your Calendar from Your Lattice 1:1s

Learn how to resolve common calendar integration issues.

Troubleshoot Your Calendar Integration

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

Google Calendar Integration Technical Details

Learn how to resolve loading issue for Google Calendars in 1:1s.

Issues loading Google Calendar in 1:1s

If your 1:1 relationship is integrated with your calendar, participants will be able to join the Zoom meeting directly from the 1:1 agenda.

Join Zoom from a 1:1 Agenda

Learn how to cancel a 1:1 connected to Google Calendar and ensure the meeting is updated as cancelled in Lattice.

Cancel a 1:1 Connected to Google Calendar

Integrate Outlook or Google Calendars with your 1:1s

1:1 Integrations 

Understanding the types and causes of 1:1 notifications.

A List of Email Notifications for 1:1s

A guide for tasks created for managers with 1:1s.

Manager Tasks for 1:1s

A look into Slack notifications for the 1:1s tool

1:1s Slack Notifications

1:1 Notifications 

Resolve an incorrect timezone in your 1:1 meeting.

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

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

Learn more about the 1:1 history during manager changes.

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

Learn more about daily, recurring 1:1 meetings.

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

Learn how to resolve an issue with creating 1:1 meetings.

Can't create a new 1:1 meeting

Learn what happens with 1:1 data when a user is deactivated.

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

How Many Upcoming 1:1 Meetings Does Lattice Generate?

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

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

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

1:1s FAQs

Enable Lattice Meetings for your Organization

Use Lattice Meetings

Learn more about enabling and utilizing Meetings in Lattice. 

Meetings

Explore Lattice University

Request a demo

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