Lattice

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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

Explore Lattice University

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