Once an employee has stopped working on a goal, they have the option to end the goal as complete or incomplete.
- Complete: Finished progress on the goal or made significant progress on the goal
- Incomplete: Made little to no progress on your goal
Goals will not auto-complete; this leaves room to exceed the goal target. Once ended, the goal will no longer be able to be updated, unless reactivated.
Before you start
- If your company is integrated with Slack, marking a goal as incomplete will not notify other employees.
- If your company is integrated with Slack, marking a public goal as complete will notify other employees.
- 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
- Navigate to Goals > Select the objective or key result you would like to end.
- Select Update.
- Under Ending Goals, choose either Complete or Incomplete.
- (Optional) Set the final amount by adding a Total or Increment.
- Add a Final update in the textbox.
- If your company has cascading goals turned on (parent/child goals) you can view the child objectives or key results that will also be marked as complete.
- Note: Their progress will be preserved and can be reactivated individually if needed.
- Confirm by selecting Mark complete/incomplete.
End a goal from the Goals Details page
- 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.
- Select More > End.
- Select an Ending Status: Complete or Incomplete.
- (Optional) Set the final amount by adding a Total or Increment.
- Add a Final update in the textbox.
- If your company has cascading goals turned on (parent/child goals) you can view the child objectives or key results that will also be marked as complete.
- Note: Their progress will be preserved and can be reactivated individually if needed.
- Confirm by selecting End Objective/Key Result.