Tactic allows you to sync your organization's account with Outlook Room Calendars. This will allow your team members to make room reservations in Outlook Calendar and have the reservation sync to Tactic and vice versa.
Step 1: Integrate Tactic With Outlook
- To start the integration process, navigate to Tactic Dashboard > Settings > Integrations & Apps
- Once there, click on the Org Integrations tab, then click Get Started next to the Outlook icon.
- You will be greeted with the Microsoft login screen. You must sign in with a Microsoft tenant admin. Tactic requires org-wide permissions that only an administrator can consent to.
- Once you are logged in to the admin user, you will be shown the permissions screen. You can review the permissions and then click Allow to complete the setup.
- You will then be directed back to the Tactic integrations settings page. If the integration was successfully added, you will now see a button that says Linked next to the Outlook icon.
Step 2: Link Tactic Meeting Rooms With Outlook Room Calendars
The last step in the integration process is to link your Outlook room calendars to your Tactic meeting rooms. To do this, follow the steps below:
- First, navigate to Tactic Dashboard > Settings > Buildings, Floors, & Workspaces
- For each building, you will need to navigate to the Meeting Rooms tab and click the pencil icon for the meeting room you are wanting to link.
- In the edit modal, you can paste the room email address under the Calendars section
- Click "Save" once you have pasted a calendar.
- Repeat for any other rooms you would like to sync.
Congratulations! You have successfully linked Tactic with your Outlook room calendars. Any events you created in Outlook that require a meeting room will now be synced to Tactic and any room reservations made in Tactic will now be synced to Outlook.
Recommended
Set Properties on Calendars
This step is optional but will help prevent double bookings from occurring on your room calendar. To get to the settings pane for a room calendar, navigate to: Exchange Admin Center -> Recipients -> Resources.
Once you have the settings pane open, ensure that the following properties are set properly:
- Auto Accept Invitations - Under Manage Settings, the booking option, Auto-accept meeting request should be checked. This makes reserving an open room faster and overlapping reservations less likely to happen.
