Goals

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

Jesse Charvat avatar Dianmarie De Jesus avatar Anna Goryachikova avatar
37 articles in this collection
Written by Jesse Charvat, Dianmarie De Jesus, and Anna Goryachikova
Employee

Understanding Goals

Who can see what goals? Who can create goals? What are goal symbols?
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Written by Anna Goryachikova
Updated over a week ago

How to Create a Goal

Create goals to publish or save as draft to track performance and development
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Written by Anna Goryachikova
Updated over a week ago

Cascading: Aligning Your Goal to a Parent

How to create and view Cascading Goals
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Written by Anna Goryachikova
Updated over a week ago

How to Publish a Goal Draft

Publishing a drafted Goal
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Written by Anna Goryachikova
Updated over a week ago

How to Update a Goal

Easily update and manage goals to track progress
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Written by Anna Goryachikova
Updated over a week ago

Editing a Goal or Key Result

How to edit a Goal
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Written by Anna Goryachikova
Updated over a week ago

Adding a Key Result to an Existing Key Result

Easily add a Key result to an existing Key Result
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Written by Anna Goryachikova
Updated over a week ago

Deleting a Goal

How to delete a Goal
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Written by Anna Goryachikova
Updated over a week ago

Completing a Goal

How to mark a goal complete in Lattice
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Written by Anna Goryachikova
Updated over a week ago

Understanding Goal Progress and Statuses

What do the Progress Bars and Statuses on Goals mean?
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Written by Anna Goryachikova
Updated over a week ago

Re-opening a Completed Goal

How to reactivate a Goal that has been marked complete
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Written by Anna Goryachikova
Updated over a week ago

Goal Audit Logs

How to view changes employees have made to their objectives and key results
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Written by Anna Goryachikova
Updated over a week ago

Goal Explorer

Understanding the Lattice Goal Explorer page
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Written by Jesse Charvat
Updated over a week ago

View Goals from your Gmail Account

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

Navigating Goals Using the Mobile App

How to view and navigate Goals in the Lattice app
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Written by Anna Goryachikova
Updated over a week ago
Admins

How to Customize Goal Field Optionality

Learn how to set the requirement for tags, priority, and goal cycle fields
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Written by Dianmarie De Jesus
Updated over a week ago

Enabling Goals for your Organization

How to set Goals to be accessible to all or a subset of employees
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Written by Dianmarie De Jesus
Updated over a week ago

Administering Goals

How to manage goal activity and settings for your company
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Written by Anna Goryachikova
Updated over a week ago

How to Create a Company Goal

How to create a Company-level Goal
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Written by Anna Goryachikova
Updated over a week ago

Navigating Goal Reporting as an Admin

Understanding how employees are interacting with the Goals tool
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Written by Jesse Charvat
Updated over a week ago

Mass Completing Goals

How to filter and mass close goals in the Admin panel
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Written by Anna Goryachikova
Updated over a week ago

Renaming the Goals Tool

How you can change the name of the Goals tool in Lattice
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Written by Anna Goryachikova
Updated over a week ago

Default Goals to Private

How to default goals to public, private, or only allow private goals
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Written by Anna Goryachikova
Updated over a week ago

Goals in the Org Chart

How to show employee Goals in the Org Chart
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Written by Anna Goryachikova
Updated over a week ago

Historical Goal Upload

How to upload historical Goals via CSV
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Written by Anna Goryachikova
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
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Written by Anna Goryachikova
Updated over a week ago

Set Custom Goal Quarters

How to set your company's fiscal year start date for goals reporting
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Written by Anna Goryachikova
Updated over a week ago

Turning on Cascading Goals

How to turn on cascading goals
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Written by Anna Goryachikova
Updated over a week ago