How to Create a Company Goal

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.