Lattice

The Home Page

The Employee profile page provides everything employees need to monitor their performance and customize their page. Managers will also hav...

The Employee Profile Page

People NavigationUnder My Team, managers can view their entire team front and center. Navigation includes access to:
Direct and indirect r...

The My Team Page

Understanding the Company Pages in LatticeThe Company Pages in Lattice gives you visibility into public information and offers transparenc...

The Company Pages

The Lattice org chart shows where you and your teammates are within the organization. The org chart is automatically created by Lattice ba...

View the Company Org Chart

The Lattice Calendar

Within Reporting, managers can view analytics for the team for enabled tools. To view, navigate to the Reporting page. Charts The Charts p...

The Reporting Page for Managers

The Tasks Page

A guide to which tasks are created within Lattice
Most tools in Lattice will prompt you with a notification (a "task") in your Home and Ta...

Lattice Tasks

If an admin has enabled Manager of managers visibility, managers of managers can have visibility into the following for indirect reports, ...

View Reporting for Your Indirect Reports

When using the rich text editor in Lattice, you will have access to the following formatting options: 

Bold 
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Bullet ...

Use the Lattice Text Editor

ProblemDo Lattice's products have character limits?ResolutionCurrently, Lattice's products do not have a character limit with the exceptio...

Character Limits in Lattice

Adam Kroboth

Navigating Lattice

The Admin Overview page provides admins with an easy way to view an overview of the organization's directory, data integrations, and activ...

Admin Overview Page

Admin Impersonation

Navigating Lattice as an Admin 

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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.

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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.

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