Lattice

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

Adam Kroboth

Administer Goals 

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