How to Connect Your 1:1s with Outlook

Manage your Lattice 1:1 relationships in Outlook

Lattice allows you to sync your 1:1 relationships with your Outlook calendar. The Lattice Outlook Calendar integration will automatically update Lattice when rescheduling or canceling your event within Outlook. 

Before you start

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. 

The following must be met for the integration to be successful:

• 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 set to recurring and unending and already exist within your calendar.
• The Outlook event must be scheduled no more than four months into the future to prevent disconnection.
• Calendar events created by third-party applications such as Clockwise and Reclaim.ai aren't supported by Lattice's calendar integration.

If you encounter issues trying to connect the Outlook integration, please read Troubleshooting Your Calendar Integration for possible solutions.

This article contains the following topics:

• Connecting your Calendar
• Join Zoom directly from the 1:1
• Changing the time of your 1:1s
• Disconnecting Outlook
• FAQs

Connecting your Calendar

Step 1: To connect your calendar, make sure you already have a recurring meeting set in Outlook. 

• If you are creating this 1:1 relationship for the first time, navigate to Home > Plan 1:1s. Select the plus sign (+) > Set up new 1:1 > Connect to an existing calendar event.
• If you already have a 1:1 relationship in Lattice, navigate to Home > Plan 1:1s. Select the participant's name to open the agenda and select Settings > Connect to an existing calendar event.

Step 2: You will be prompted to choose your calendar provider (Outlook).

Step 3: If you have not given Outlook permission to sync with Lattice, you will be taken to a screen to do so. To sync your Outlook with Lattice, click Yes and follow the instructions for integration. 

Step 3: Select the calendar that manages the event and select the specific event you would like to integrate.

Join Zoom directly from the 1:1

Participants can join Zoom from the agenda as long as the link is found in the Location field in Outlook.

Please note: Join Zoom will not show up in Lattice if the Zoom link is only available in the invite description. Lattice only supports Zoom meetings without any location/conference room added – Otherwise, you may encounter a Meeting ID error when joining. 

Change the time of your 1:1s

Once you have synced your Outlook calendar with Lattice, every time you change the event on your calendar, 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. 

Disconnect Outlook

To disconnect Outlook from Lattice:

Step 1: Navigate to your 1:1 > Settings > Disconnect from calendar event.

Once you disconnect, you have the ability to reconnect by following the steps above.