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How to End a Goal

Anna G.
  • Updated
How to mark a goal complete in Lattice
 
Once you have stopped working on an objective or key result in Lattice, you have the option to end the goal as complete or incomplete.
 
You might want to mark a goal as complete if you've finished progress on the goal or you have made significant progress on the goal. You might mark a goal as incomplete if you made little to no progress on your goal. 
 

Before you start

  • If you have the Slack integration and have marked your goal as incomplete, no one will be notified of that change. 
  • Marking a public goal as complete will notify everyone via Slack when updated.
  • Once you have ended your goal, the goal's progress will be preserved as-is. 
  • Goal owners will not be emailed that the goal has been ended.
There are two places in Lattice where you can end a goal:

End a goal from the Goal Explore context panel

Step 1: Navigate to Goal > Individual.

Step 2: To open the goal context panel, click on the objective or key result you would like to end.

Step 3: Click on the checkmark icon to end the goal. 

Screen_Shot_2021-09-17_at_12.16.28_PM.png

Step 4: A popup will appear –– Mark the goal as Complete or Incomplete.

If your company has cascading goals turned on (parent/child goals) you will also be able to end child objectives or key results of the parent goal at the same time. Please note: This will not end other child goals down the cascade.

Step 5: Confirm by clicking Yes, end all.

Screen_Shot_2021-09-17_at_12.19.39_PM.png

End a goal from the Goals Details page

Step 1: Navigate to the objective or key result that you want to end.

  • 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 within the Goals page's context panel.

Screen_Shot_2021-09-17_at_12.21.57_PM.png

Step 2: At the top right corner, click End.

Screen_Shot_2021-09-17_at_12.25.59_PM.png

Step 4: A popup will appear –– Mark the goal as Complete or Incomplete.

If your company has cascading goals turned on (parent/child goals) you will also be able to end child goals (key results) of the parent goal at the same time. Please note: This will not end other child goals down the cascade.

Step 5: Confirm by clicking Yes, end all.

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