Goals

Understand how to make an impact on the company and your career.

Grant avatar Nate Zanger avatar Caroline Peters avatar +9
41 articles in this collection
Written by Grant, Nate Zanger, Caroline Peters and 9 others
Employee

Understanding Goals

Who can see what goals? Who can create goals? Goals in reviews...
Caroline Peters avatar
Written by Caroline Peters
Updated over a week ago

Goal Symbols in Lattice

The different symbols for company and department goals in Lattice
Tyler Welliver avatar
Written by Tyler Welliver
Updated over a week ago

How to Create a Goal

Create goals to track performance and development
Emily Smith avatar
Written by Emily Smith
Updated over a week ago

Cascading: Aligning Your Goal to a Parent

How to create and view Cascading Goals
Madison Kochenderfer avatar
Written by Madison Kochenderfer
Updated over a week ago

How to Update a Goal

Easily update and manage goals to track progress
Emily Smith avatar
Written by Emily Smith
Updated over a week ago

How to Publish a Goal Draft

Publishing a drafted Goal
Madison Kochenderfer avatar
Written by Madison Kochenderfer
Updated over a week ago

Editing a Goal

How to edit a Goal
Caroline Peters avatar
Written by Caroline Peters
Updated over a week ago

How to add a Key Result to an existing Key Result

Easily add a Key result to an existing Key Result
Molly Ober avatar
Written by Molly Ober
Updated over a week ago

Editing a Key Result

How to edit a key result in Lattice
Molly Ober avatar
Written by Molly Ober
Updated over a week ago

Deleting a Goal

How to delete a Goal
Madison Kochenderfer avatar
Written by Madison Kochenderfer
Updated over a week ago

Completing a Goal

How to mark a goal complete in Lattice
Katie Burns avatar
Written by Katie Burns
Updated over a week ago

Understanding Goal Progress and Statuses

What do the Progress Bars and Statuses on Goals mean?
Emily Smith avatar
Written by Emily Smith
Updated over a week ago

Employee Tasks for Goals

A guide to when tasks are received and created for goals.
Jesse Charvat avatar
Written by Jesse Charvat
Updated over a week ago

Re-opening a Completed Goal

How to reactivate a Goal that has been marked complete
Katie Burns avatar
Written by Katie Burns
Updated over a week ago

Goal Audit Logs

How to view changes employees have made to their objectives and key results
Ryan Hinshaw avatar
Written by Ryan Hinshaw
Updated over a week ago

Goal Explorer

Understanding the Lattice Goal Explorer page
Adam Kroboth avatar
Written by Adam Kroboth
Updated over a week ago

View Goals from your Gmail Account

Lattice's Gmail plugin makes it really easy to view your colleagues' goals
Emily Smith avatar
Written by Emily Smith
Updated over a week ago

Navigating Goals Using the Mobile App

How to view and navigate Goals in the Lattice app
Madison Kochenderfer avatar
Written by Madison Kochenderfer
Updated over a week ago
Admins

Administering Goals

How to manage Goal activity and settings for your company
Nate Zanger avatar
Written by Nate Zanger
Updated over a week ago

How to Create a Company Goal

How to create a Company-level Goal
Madison Kochenderfer avatar
Written by Madison Kochenderfer
Updated over a week ago

Creating Company Goals for Non-Admins

How to give any user permission to create Company Goals
Nate Zanger avatar
Written by Nate Zanger
Updated over a week ago

How to Create a Department Goal

How to create a Department-level Goal
Nate Zanger avatar
Written by Nate Zanger
Updated over a week ago

Mass Completing Goals

How to filter and mass close Goals in the Admin panel
Emily Smith avatar
Written by Emily Smith
Updated over a week ago

Renaming the Goals Tool

How you can change the name of the Goals tool in Lattice
Emily Smith avatar
Written by Emily Smith
Updated over a week ago

Default Goals to Private

How to default goals to public, private, or only allow private goals
Caroline Peters avatar
Written by Caroline Peters
Updated over a week ago

Goals in the Org Chart

How to show employee Goals in the Org Chart
Ryan Hinshaw avatar
Written by Ryan Hinshaw
Updated over a week ago

Historical Goal Upload

How to upload historical Goals via CSV
Madison Kochenderfer avatar
Written by Madison Kochenderfer
Updated over a week ago

How to Create and Use Goal Tags

Creating Goal Tags for your company to use for organizing, grouping, and sorting Goals
Nate Zanger avatar
Written by Nate Zanger
Updated over a week ago

Viewing Individual Goals by Tag

How to view Goals by tag in the "Company" page
Emily Smith avatar
Written by Emily Smith
Updated over a week ago

Set Custom Goal Quarters

How to set your company's fiscal year start date for Goals reporting
Grant avatar
Written by Grant
Updated over a week ago

Turning on Cascading Goals

How to turn on cascading goals
Emily Del Signore avatar
Written by Emily Del Signore
Updated over a week ago

How to Change Notification Settings for Features

Change the cadence at which your employees receive reminder emails
Caroline Peters avatar
Written by Caroline Peters
Updated over a week ago

A List of Notifications for Goals

What notifications go out around goals and why?
Caroline Peters avatar
Written by Caroline Peters
Updated over a week ago