Uptick + Teams: available for accounts on the Standard Plan

Connect Uptick with Microsoft Teams, and a Teams meeting link will automatically be included in the recurring calendar events that are generated by Uptick.

No need to create separate meeting info for your 1:1s! 👏

Not on the Standard Plan? The Account Owner can upgrade the organization's plan via the Billing page. See more info on our plans at https://uptickapp.com/pricing.


Where to find the Teams integration in your Uptick account

Once your account is on the Standard Plan, you will be able to access the Teams integration in two places:

  • In the scheduling step of the 1:1 setup (when editing or creating a 1:1).
  • On the Integrations page - you can link your account before setting up a 1:1. (Or, if you connect your account via the 1:1 setup the connection will show as confirmed here.)


How to connect Teams if you're accessing Uptick from a web browser

  • On the scheduling step of the 1:1 setup process you will see the option to click "Enable Teams Integration".

You will be redirected to a Teams login screen, where you will need to sign in with your Microsoft credentials and accept the permissions request.

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If you are an admin of your organization's Microsoft account, in the permissions request you will see an option to check "consent on behalf of your organization", and the permissions will be automatically accepted for all other users.

How to connect Teams if you're accessing Uptick from the Teams app

  • On the scheduling step of the 1:1 setup process you will see the option to click "Enable Teams Integration".

A browser window opens outside of the Teams app, where you will need to sign in and accept the permissions request. (You may need to sign in with your Microsoft account credentials and then also your Uptick account credentials.)

If you are an admin of your organization's Microsoft account, in the permissions request you will see an option to check "consent on behalf of your organization", and the permissions will be automatically accepted for all other users.

Once completed, return to Uptick in the Teams app and refresh your page or click on another page in Uptick. The page will not refresh automatically.


Once Teams is connected, add Teams meeting info to your 1:1s

Whether you're setting up a brand new 1:1 or editing an existing 1:1, on the scheduling step of the 1:1 setup process in Uptick click "Add Teams Meeting". This will include Teams meeting info in the calendar invitation generated by Uptick.

If you are already using calendar events with existing 1:1s, adding Teams meeting info will send out an updated recurring calendar event.

A green confirmation message will show:

And that's it! Once you click "Create 1:1" or "Update 1:1", a calendar event will be generated and sent to both manager and team member, including a Teams meeting link.


How to deauthorize or disconnect Teams

From your Uptick account:

To remove the Teams integration visit the Integrations page in your Uptick account and click "Manage". You'll see the option to "disconnect" appear:

Once you click disconnect, a confirmation window will appear:

Any existing 1:1s using Teams meeting info will automatically have an updated calendar event sent out, removing the Teams meeting info.


Questions? Send us a chat! We're here to help 🤝

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