Group goals allow cross-functional teams and sub-departments to share visibility to a specific goal. You can create group goals from two different locations within the platform:
Before you start
Only admins can create and manage groups; however, all users will be able to create group goals for users in the system.
Group goals do not automatically assign all members of the group as goal owners. Group type and owners are independent. Only goal owners will be notified when a group goal is published and will be responsible for editing and adding progress to the goal.
Each goal type has a unique icon. Please use the filter bar and select the "Type" option to view the icon for Group goals.
What is a public versus private group goal?
Goal visibility is set during the goal-creation process under Visibility.
A public group goal is visible to everyone within Lattice from within the Company page.
A private to selected group goal is only visible to a specifically selected group within the Explore page. You can add additional groups if necessary.
Create a group goal from the Goals page
Navigate to the Goals page.
Click Create > Objective or Key result.
Add a goal title and an optional description.
Next to the Details section, select Edit.
Within the Type field, choose Group > select the desired group.
Click Publish.
Learn more about additional goal fields in Create a goal.
Create a group goal from the Goal Creation Page
Navigate to the Home page > Create goal.
Click Objective or Key result to open the objective creation page.
Add a goal title and an optional description.
Next to the Details section, select Edit.
Within the Type field, choose Group > select the desired group.
Click Publish.
Learn more about additional goal fields in Create a goal.
Next, learn where employees can view group goals.