Lattice

Adam Kroboth

Goals for Admins 

Goals Admin Setup Walkthrough

To keep a check-in focused and effective, consider spending time discussing your confidence level in a goal or OKR instead of the current ...

Customizing Goal Status: Recommended Examples

Cascading goals allow employees to align personal achievement with the entire business's success and see how their work impacts the compan...

Enable Cascading Goals

Lattice admins cannot disable cascading goals. To disable cascading goals, please reach out to the Customer Care Team through chat or emai...

Disable Cascading Goals

Lattice provides the defined goal status names On track, Progressing, and Off track by default. However, your organization may use differe...

Customize Goal Status Definitions

Lattice integrates with the following platforms: Jira, Salesforce, Slack, and Microsoft Teams.
The Jira and Salesforce integrations allow ...

Integrate with Lattice Goals

With Salesforce Integration, employees can connect their Lattice goals to Salesforce reports and have them automatically update progress w...

The Salesforce Integration

Lattice's Salesforce integration allows users to connect their Lattice goals and have them automatically update progress when Salesforce i...

Integrate Salesforce to Lattice

Learn how to set the requirement for tags, priority, and goal cycle fields.You may want to make specific goal fields optional, required, o...

Customize Goal Fields

Weighted goals allow goal owners to customize and communicate the relative importance of each key result. Owners can customize how much ea...

Enable Custom Weighted Goals for your Organization

Admins can change the default goal visibility from being public by default to private by default or only allow individual goals to be priv...

Default Individual Goals to Private

Lattice allows you to show the public goals each owner owns within the org chart. 
Before you start
Goals in the org chart will respect yo...

Allow Public Goals in the Org Chart

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

Why use Tags? 
Goal tags can be used to organize...

Create Goal Tags

After creating and using goal tags, you may want to make adjustments to meet your organization's needs. 
Before you start
Only admins can ...

Manage Goal Tags

Customize the Goals Tool 

Objective and key result differentiation is a vast improvement for usability and downstream reporting for end-users and business leaders a...

Navigating Goals as an Admin

Set Goals to be accessible to all or a subset of employees.
Lattice allows you to turn on Goals for your entire organization or a smaller ...

Enable Goals for your Organization

How to manage goal activity and settings for your company.Get startedAdmins can administer Goals by navigating to Admin &gt; Goals. Admins...

Administer Goals

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

Enable O&KR Differentiation

Cascading goals are a way to align goals in Lattice. Employees can use cascading goals to align their personal initiatives with the entire...

Cascading Goals

Bulk Edit Goals

Admins and employees who have a Goals admin custom role permission can bulk update goals. Before you start
Only Lattice super admins or em...

Bulk Update Goal Status

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

Only Lattice Super Admins o...

Bulk Delete Goals

Duplicate Goals

Convert Objectives and Key Results

How to backfill goals 
Once you have enabled O&amp;KR differentiation, any goals created before enablement will become undefined and label...

Convert Existing Goals

If historical goals exist in a different system and must be added to Lattice, admins can upload them using a CSV directly on the platform....

Bulk Upload Ended Goals via CSV

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 ...

Bulk Updating Goals via CSV

Administer Goals 

In the set up of a Goal Cycle, admins are able to schedule and customize goal cycle notifications for setting company, department, and ind...

Goal Cycle Notifications

You can change the default time filter for the Goals tool from the admin settings page for goals.  This impacts the default view for all o...

Default Goal Cycles

How to understand the activity within your goal cycle
Once a goal cycle has been launched, all admins can access a version of the Goals Ex...

Manage a Goal Cycle

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

Create a Custom Goal Cycle

Goal cycle time periods help make goal setting easy by allowing admins to automate the goal cycle process. Lattice will automatically move...

Set Automatic Goal Cycles

When using Goal Cycle time periods, Lattice automatically assigns a current cycle based on the current date. However, there may be times w...

Assign a Goal Cycle as Current

Goal Cycles

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