Please note: This article walks through creating a company goal when goal differentiation is disabled by your account admin. For the steps for Goals V2, check out How to Create a Company Goal with Goal Differentiation.
Company goals are a great way to motivate employees and give them context for a company's actions and priorities. You can create company goals from two different locations within the platform:
Before you start
To create a company-level goal, you will need to be either a super admin or be given special permission by your super admin. Company goals will be public to all users in Lattice. However, only goal owners will be notified when published.
Create a company goal from the Goals page
Step 1: Navigate to the Goals page > Company goals.
Step 2: Click + Create goal to open the quick action context panel.
Step 3: Add in your desired fields –– Within the Type field, confirm it is selected to Company.
Step 4: Click Publish.
Create a company goal from the Goal Creation page
Step 1: Navigate to the Home page > Create goal.
Step 2: Add in your desired fields –– Within the Type field, select Company.
Step 3: Click Publish.
