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Connect 1:1s to Outlook

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The Lattice Outlook integration will update Lattice when rescheduling your 1:1 event within Outlook Calendar and automatically schedule the next 1:1. Changes will be displayed in Lattice in about 5 minutes. 

Note: The Outlook integration is a one-way integration with Lattice. Lattice will use Outlook as the source of truth for 1:1 scheduling but will not add notes or create an event within Outlook. 

Setting up your event in Outlook

The following criteria for your event must be met for successful integration:

  • The Outlook account must be hosted on Microsoft servers and not self-hosted.
  • The Outlook account must be integrated using the Microsoft web login, not the desktop version.
  • In Outlook, the 1:1 event must be recurring, unending, and already existing within your calendar.
  • The Outlook event must be scheduled no more than four months into the future to prevent disconnection.
  • Lattice's calendar integration doesn't support calendar events created by third-party applications such as Clockwise and Reclaim.ai.

If you encounter issues connecting the Outlook integration, please read Troubleshoot Your Calendar Integration for possible solutions.

Integrate with Outlook

  1. Navigate to your 1:1 relationship:
    • If you are creating this 1:1 relationship for the first time: Navigate to Home > Add 1:1 > Connect to an existing calendar event.
    • If you already have a 1:1 relationship in Lattice: Navigate to Home. Select the participant's name to open the agenda and select Settings > Connect to an existing calendar event.
  2. Under Connect to an existing calendar, select Outlook - You may be asked to sign in to your Microsoft account.
  3. Click Yes to authorize the Lattice integration. 
  4. Select the calendar that manages the event you want to integrate and click Select calendar.
  5. Select the recurring event that will sync to your 1:1 and click Select event.

Change the time of your 1:1s

Once you have synced your Outlook calendar with Lattice, every time you change the event, Lattice will be automatically updated. 

Once your 1:1 has passed on your calendar, Lattice will automatically schedule the next 1:1 for the following week. If you missed this 1:1 meeting, update the meeting time in Outlook to the new correct time for your make-up meeting. 

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