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How to View Goals from your Gmail Account

Anna G.
  • Updated
Lattice's Gmail plugin makes it easy to view your colleagues' goals directly in an email thread.
 

Before you start

  • You must be signed into Lattice to view goals.
  • The inbox participant must be an active Lattice user for you to view their goals.
  • If you have issues, try logging in and out of both Lattice and your Gmail once everything is set up.
  • You can minimize the extension by clicking on the Lattice icon.

Plugin Installation Steps

Step 1: Log in to Lattice.

Step 2: Download Lattice's Chrome extension for Gmail (here).

Step 3: Click into any email thread which includes an active Lattice user(s).

Step 4: On the right side of your Gmail inbox, you will see the Lattice plugin by clicking on the Lattice logo.

Viewing Employee Goals via the Gmail Plugin

Once the plugin is installed, participating team members' public goals will appear in the Gmail plugin.

Step 1: To view their goals, click the name of the participating team member. If the team member does not have public goals in Lattice, nothing will appear.

Step 2: Click on each goal to be taken to Lattice's Goals Details page.

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