Lattice

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

Adam Kroboth

Customize the Goals Tool 

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