How to change the name of the Goals tool in Lattice to reflect your organization's goal setting framework
You company may refer to goals by another name, such as: OKRs, SMART goals, or Rocks. Follow the steps below to change the display name of objectives, key results, and the Goals tool itself.
This article covers the following topics:
Customize the display name for the tool
Rename objectives and key results
Customize the display name for the tool
By default, Lattice's user interface refers to the tool as Goals. If your organization uses a different term, you can customize the name of the tool by following these steps:
- Switch to Admin, then navigate to the Goals > Settings page
- Select Show section next to the Advanced heading
- Use the toggle button next to Display name to allow customization
- Enter the singular version (Rock, OKR, etc.) of how your company refers to Goals in the Custom product name field
- Use the Save button to finalize your changes
Display name views
Your custom display name will appear everywhere Goals was shown previously.
1. Profile page
2. Home page
Rename objectives and key results
By default, Lattice's user interface refers to the two different types of goals as objectives and key results. If your organization uses different terms, you can rename them by following these steps:
- Switch to Admin, then navigate to the Goals > Settings page
- Select Show section next to the Advanced heading
- Make sure the toggle button next to the Objective and key results naming heading is on
- Enter your word for objective in the Custom qualitative goal name field
- Enter your word for key result in the Custom quantitative goal name field
- Use the Save button to finalize your changes
Objective and key result views
Your custom names will appear everywhere objective and key result was shown previously.