Lattice

Add a Goal Owner to a Goal

Adam

Ryan

Ryan C

Drive performance across your company with goals and OKRs

Goals 

Why Use Goals?

Understanding the Lattice Goal Explore Page

The Goals Explore Page

Create a Saved View in Goals

Edit or delete saved views so you can keep the filters that are the most pertinent to you.

Edit or Delete a Saved View in Goals

Who can create what types of goals in Lattice?

Who Can Create Company, Department, and Group Goals?

Understanding Goals is essential to assist you in building your company goal framework. Different permissions have the ability to update specific goals.

Who can update a goal?

Users can view public or private individual, group, department, and company goals depending on the Lattice permissions assigned.

Who can view goals?

Different user types and permissions have their own ability to edit or delete goals.

Who can edit or delete goals?

Understand how OKRs work, how overall %s are calculated with cascading goals, and how to adjust for unequally weighted key results

Understand Progress Calculation in Lattice

The Differences Between Enabled and Disabled Cascading Goals

Understanding who can view comments within goals depending on the selected visibility.

Goal Comment Visibility

Understand Goal Icons

How to view changes employees have made to their objectives and key results

Understand the Goal Audit Log

Create a Company Goal

Create a Department Goal

Goals Overview 

Understanding how employees are interacting with the goals tool.

Navigate Goal Reporting

All users can export goals from the Goals Explore page.

Export Goals as a CSV

Goals Reporting 

Goals for Admins 

Lattice provides a Goal settings setup walkthrough for admins accessing the Goals tool for the first time. The 5-minute guide will walk through customization and launch settings to ensure the…

Goals Admin Setup Walkthrough

Use goal status labels to reflect confidence in achieving objectives and key results

Customizing Goal Status: Recommended Examples

How to enable cascading goals for your organization.

Enable Cascading Goals

Learn more about disabling Cascading Goals.

Disable Cascading Goals

Lattice provides the defined goal status names On track, Progressing, and Off track by default.

Customize Goal Status Definitions

Lattice integrates with the different platforms for Goals

Integrate with Lattice Goals

Employees can connect their Lattice goals to Salesforce reports and have them automatically update progress when the report is updated.

The Salesforce Integration

How to integrate the Salesforce integration to Lattice.

Integrate Salesforce to Lattice

Learn how to set the requirement for tags, priority, and goal cycle fields

Customize Goal Fields

Weighted goals allow goal owners to customize and communicate the relative importance of each key result.

Enable Custom Weighted Goals for your Organization

Admins can change the default visibility of goals to public or private, or allow only individual goals to be private.

Default Individual Goals to Private

How to show public goals in the org chart.

Allow Public Goals in the Org Chart

Creating goal tags for your company to use for organizing, grouping, and sorting goals.

Create Goal Tags

Manage Goal Tags

Customize the Goals Tool 

Navigating Goals as an Admin

Set Goals to be accessible to all or a subset of employees.

Enable Goals for your Organization

How to manage goal activity and settings for your company.

Administer Goals

With O&KR differentiation, you can create objectives and key results rather than simply generic “goals.”

Enable O&KR Differentiation

Cascading Goals

Admins and employees who have goal admin permissions have the ability to bulk edit goals.

Bulk Edit Goals

Admins and employees who have a Goals admin custom role permission can bulk update goals. 

Bulk Update Goal Status

Admins and employees who have goal admin permissions have the ability to bulk delete goals. 

Bulk Delete Goals

By default admins and Goal admins can duplicate Goals but admins can also enable this ability for Individual Contributors, People Managers, Managers of Managers and Department Heads.

Duplicate Goals

Learn how to convert unclassified goals, objectives, and key results in Lattice.

Convert Objectives and Key Results

Convert Existing Goals

Learn how to bulk upload historical or ended goals into Lattice using a CSV.

Bulk Upload Ended Goals via CSV

How to bulk upload active goals into the Lattice platform.

Bulk Upload Active Goals via CSV

Admins can bulk create goals via a CSV, but in order to bulk update Goals for those needing to make updates to 50+ goals at a time admins can reach…

Bulk Updating Goals via CSV

Administer Goals 

Select and customize notifications for your Goal Cycles.

Goal Cycle Notifications

Default Goal Cycles

How to understand the activity within your goal cycle

Manage a Goal Cycle

With goal cycles, admins can send notifications and monitor the progress of the organization's goals during a specific time.

Create a Custom Goal Cycle

Create Goal Cycles automatically by seettings preferred planning cycle.

Set Automatic Goal Cycles

Change which Goal Cycle should be marked as current.

Assign a Goal Cycle as Current

Learn how to change the name of an existing Goal Cycle in Lattice.

How Can I Rename a Goal Cycle?

Goal Cycles

How to create a goal for another employee.

Create a Goal for an Employee

How to view the goals owned by direct reports.

View Your Direct Reports' Goals

Goals for Managers

Goals for Employees 

Navigate Goals as an Employee

Create, update, delete, and complete goals directly in the Goals Explore Page

Goals Explore Page: Quick Create & Actions

Goals help employees control their performance and development with clear, measurable objectives.

Create a Goal

Create goals to publish or save as a draft to track performance.

Create an Objective

Create a Key Result

Publish a Goal Draft

Create a Group Goal

How to connect a goal to the Jira integration.

Connect Jira to a Goal

How to connect the Salesforce integration to a goal.

Connect Salesforce to a Goal

How to disconnect a goal from the Jira integration.

Disconnect Jira from a Goal

How to disconnect a goal from the Salesforce integration.

Disconnect Salesforce from a Goal

Cascading: Aligning Your Goal to a Parent

How to align an existing goal to a key result.

Add a Supporting Objective or Key Result to an Existing Key Result

Add a Tag to a Goal

How to set custom weights to key results.

Set Custom Weighted Goals

Creating Goals 

How to share a goal with a shareable link.

Share a Goal

How to find goals that need updating in Lattice.

View Goals that Need Updating

A guide on how to view company level goals.

View Company Goals

A guide on how to view your department's goals.

View Your Department's Goals

View Group Goals

Understand how employees can make updates to goals.

Update Goal Progress

Understanding the difference between updating goal process with an increment or a new total.

Update Goal Progress: Increment vs. Total

Track goal progress by understanding each goal's progress bars and statuses.

Understand Goal Progress and Statuses Definitions

Understand the difference between goal status updates and comments.

The Difference Between a Goal Status Update and a Comment

Learn how admins and employees can add additional owners to a public or private goal.

Edit a Goal

Employees can edit or delete progress they added to a goal.

Edit or Delete Goal Progress

End a Goal

A guide on how to reactivate ended goals in Lattice.

Reactivate an Ended Goal

A guide on how you can delete goals in Lattice.

Delete a Goal

Learn how to move a key result or child goal to a different parent goal in Lattice.

Change the parent goal of a key result

Managing Goals 

Goal notifications sent through email and Slack.

A List of Notifications for Goals

A guide to when tasks are created for goals.

Employee Tasks for Goals

How to enable or disable the Goal Digest notification.

Enable or Disable the Goal Digest Notification

How Lattice notifies managers when updates are made to their direct reports' goals.

Notify managers when direct report goals are updated

Learn how to disable individual and feed Goals notification from the Lattice Slack integration.

Disable Slack Goals Notifications

Learn how admins can disable Goals feed notifications in a connected Slack channel

Disable Goals Slack Feed Notifications

Learn how admins can disable individual Goals Slack notifications for everyone in the company

Disable Individual Goals Slack Notifications for Your Company

Learn how to turn off Slack notifications for activity related to your individual goals.

Disable Your Individual Goals Slack Notifications

Learn about the notifications sent by Goals

Goal Notifications 

Learn why some Goal Cycles are missing from the Edit dropdown and how to locate them

Why are some Goal Cycles not showing in the Edit Dropdown?

Learn how fiscal years and quarters display in Goals

How is Fiscal Year Displayed in Goals?

When will a goal appear on Your Goals page?

What is considered an “Updated Goal”?

When will my Goal reminders go out?

Why Can't I Set Department Goals?

Where can I find a goal draft?

Will updating a key result or child goal automatically update a parent goal?

Learn why some goal cycles do not appear when creating a goal and how to find cycles outside the default date range.

Why are some Goal Cycles not showing when I create a Goal?

Goals FAQs

Explore Lattice University

Request a demo

No tickets or conversations found

Try selecting a different creation date range.

Tickets and conversations you've started through the messenger will appear here.

No tickets or conversations created by you

Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

No conversations found

AI title

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Conversations and tickets in {topic}

Conversations and tickets in {topic} // {subtopic}

Volume, creators and topics for your company.

Insights

Top creators

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

You're not signed in on this browser. Sign in through this site's Messenger, then reload this page.

Sign in to view your company's tickets

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.

Reading along with you

Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.

Goals

Articles

Collections