This feature is currently only available for a limited audience.
How It Works
By connecting your Outlook Account through Monograph Settings via the Integrations tab, you’ll authorize Monograph to securely read and sync relevant project data.
We'll push project phases, milestones and deliverables to your calendar.
We'll display upcoming client events in your client contact pages.
You can connect or disconnect at any time.
Connecting Your Outlook Account
To connect to your Outlook Account to Monograph, navigate to Staff > Directory and click on your name to open your profile. Open the Integrations tab and then click Connect next to Connect Outlook Account.
You’ll be prompted to sign in with your Outlook account, and then you will need to grant permissions for Monograph to sync with the Outlook Calendar.
Syncing or Creating a Calendar
After the Outlook account is connected, you will be prompted to select a calendar to display events in the Client's contact page. Click and use the dropdown to select an existing calendar. Alternatively, a new calendar can be created by clicking Create new calendar in the dropdown.
If a different calendar needs to be selected, click on the ellipsis button and select Change calendar to update it.
Once a calendar has been selected you will see upcoming calendar events associated with that contact in the client contact page.
💡 To Note: Only one Outlook account can be connected per Monograph user at a time. Multiple calendars cannot be selected. If your authorization token expires, sync will stop and you may need to reconnect.
Disconnecting or Reconnecting
You can disconnect your calendar anytime:
Open your Profile and click on Integrations.
Click Disconnect next to your Outlook Calendar connection.
Confirm to stop syncing events between Monograph and Outlook.
If you reconnect later, Monograph will re-sync events based on your latest settings.