Once you have created a goal, you may want to edit the details of the goal set during the creation.
You can edit a goal in two different places in Lattice:
- Edit an objective or key result from the Goals Explore context panel
- Edit an objective from the Goal Details page
- Edit a supporting objective or key result from the Goal Details page
Edit an objective or key result from the Goals Explore context panel
Step 1: Navigate to Goals > Individual.
Step 2: Click on the desired objective or key result to open the goal context panel.
Step 3: Next to Update progress, click on the Edit goal icon > Edit.
Step 4: Make the desired changes to the goal fields and Save.
Edit an objective 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 with the Goals page context panel.
Step 2: At the top right corner, click Options > Edit to be taken to the Goal creation page.
Step 3: Make the desired changes to the goal fields and Save.
Edit a supporting objective or key result from the Goal Details page
Step 1: Navigate to the parent Goals Details page.
Step 2: Under the Supported by list, click on the desired support goal you wish to edit to enter their Goals Details page.
Step 3: At the top right corner, click Options > Edit to be taken to the Goal creation page.
Step 4: Make the desired changes to the goal fields and Save.
