Why use Tags?
We suggest using goal tags to organize goals around major initiatives. For example, if a company is expanding into Europe (which can be very cross-functional in nature), Admins can create a tag titled ‘European-expansion’. Then, when an employee is creating a goal, they can add this tag to their goal and everyone will be able to see that their goal is aligned with a larger department or company objective.
An Admin can create a new tag by following the steps below:
Step 1: Navigate to the "Admin" panel found on the top navigation bar
Step 2: Click on "Goals" found on the left side
Step 3: Click on "Tags" under "Goals"
Step 4: Create a new tag by typing that tag in the bar and pressing enter/return
Note: Only Admins can create tags, managers and individuals cannot create tags.
Creating a Goal with a Tag
Once tags have been added to Lattice, when employees create goals, they will be able to choose from the list their Admins have created.
After goals tags have been created and are in use, they will be grouped on the "Company" page in the "Goals" section.