As you progress on your goals, you will want to make sure that you keep them up to date in Lattice. Keeping your goal progress updated allows you to stay focused and keep your manager up-to-date on where you were successful or need additional support.
Before you start
Goal timeline updates can only be edited for seven days after they're published. After seven days, they are no longer editable. You can quickly update goals directly from the page. To learn how, check out Goals Homepage: Quick Create & Actions.
Learn how to update the following from the Goals Details page:
Add progress to a goal from the Goal Details page
Step 1: Navigate to the goal that you want to update.
- You may have a task on your Home page reminding you that it is time to update your goals.
- You may have received an email to remind you that it is time to update your goals.
- You may enter the profile by clicking on the goal name within the Goals page context panel.
Step 3 (optional): Update your key results.
If your company has goals aligned with different owners for objectives and key results, you may find child results that align with your goal included under key results. As a goal owner of the parent goal, you will have the option to add progress to these supporting goals regardless of ownership.
Please note: If you want to add a What's new? summary to a key result or child goal, add progress directly from the key result or child goal by clicking into it from the Supported by list.
Step 4: Click Post update.
Interested in understanding how goals progress? Check out our Understanding Goal Progress and Statuses article.
Add progress to a goal from the Goals page's context panel
When inside the Goal Details page, you may find that you just want to update or add more context to one child goal or key result. You can do this by entering the Key Result Profile page.
Step 1: Navigate to Goals > click on your goal > Update progress.
Step 2 (required): Add progress toward your goal by including an update in the What's new? field and select a status.
Step 3 (optional): Update your key results.
If your company has goals aligned with different owners for objectives and key results, you may find child results that align with your goal included under key results. As a goal owner of the parent goal, you will have the option to add progress to these supporting goals regardless of ownership.
Please note: If you want to add a What's new? summary to a key result or child goal, add progress directly from the key result or child goal by clicking into it from the goals list.
Step 3: Click Post update.
Add progress from the Goals Update widget
Updating goals via the Update widget allows you to access all of your goals that need updating in one place instead of having to click into separate owned goals.
Step 1: Navigate to the Goal page.
Step 2: Within the Goals sidebar, select Update goals.
OR
Step 2: Select the Update __ goals button within the Explore page.
Step 3: To update the goal:
- Select a goal status
- Enter a new increment or total amount
- Add a progress status
Step 4 (Optional): For any supporting goals:
- Select a status
- Enter a new increment or total amount
- Mark as complete
- Add a comment