How to optimize your Slack Integration by using Commands and Shortcuts
If your Lattice account has been integrated with your Slack account, there are a variety of Slack commands available in the Lattice app for you to seamlessly engage with Lattice through Slack! To access these commands, follow the simple steps below:
- Navigate to Lattice underneath the "Apps" section of your Slack instance.
- Type "Help" into the text box and hit Enter.
Lattice will send you the following message listing what you can do, with buttons to take those actions:
- What do you want to do?
Public praise
Button: Give praise
Private feedback
Button: Give Feedback
Button: Request Feedback
1:1 relationships
Button: Add 1:1 talking point
Extra features
Button: Write private note
💡 Tips:
Type commands to learn more about specific commands.
Type cancel to end any current conversation.
What Does Each Command Do?
Feedback
- Give public praise
- Give private feedback
- Request feedback
- View pending feedback requests
- Request external feedback (if enabled by your admin)
- Write a private note (for self or teammate)
1:1s
- Add a talking point directly into your 1:1 agenda
"Give Praise"
Giving Praise through Slack allows for you to submit public praise for your colleagues directly through Slack. This feedback will always be public by default. After selecting Give Praise, you'll get a message with a dropdown allowing you to choose a colleague:
- Which colleague(s) do you want to give public praise to?
Dropdown/Search list: Choose a colleague...
Once you choose your colleague, you will see a pop up appear, prompting you to write your public praise.
The pop up message will have the following text:
- Public Praise
Text Box: Write something... - Values (optional)
Dropdown/Search list: Choose values - Button: Cancel
Button: Share
"Give Feedback"
You can give private feedback directly in Slack by selecting the Give Feedback command. This option provides slightly more flexibility in the visibility offerings you would like to select for your feedback. Depending on what your admin has enabled for your organization, you may have more than just a "Private" visibility option (i.e. Private + Manager, Manager Only etc.). You will also see a button labelled Respond to requests if you have pending requests for feedback from someone else.
After you click Give Feedback, the pop up message will have the following text:
- Who's the feedback about?
Dropdown/Search list: Choose a person... - What's your feedback?
Text Box: Write some feedback... - Values (optional)
Dropdown/Search list: Choose values - Visibility
Dropdown: Choose a sharing visibility... - Button: Cancel
Button: Share
Note: The difference between the Give Feedback and the Give Praise selection is that Give Feedback allows for you to select a visibility for your feedback based on what has been enabled by your admin.
"Request Feedback"
By clicking Request Feedback you will have a few options to choose from. You can request feedback from anyone within the company or on your team. You can view any outstanding feedback requests that you have asked for, but have not been fulfilled by your colleagues. If you are a manager, you can request feedback for a direct report as well. And if your admin has enabled external feedback, you will be able to request external feedback from clients or other external parties.
Here is the contents of the popup if you choose to request private feedback For myself:
- Who do you want to ask for feedback?
You can select up to 10 people.
Dropdown/Search list: Choose people... - What do you want feedback on?
Text Box: I want feedback on... - Visibility
Dropdown: Choose a sharing visibility... - Button: Cancel
Button: Share
If you choose to request feedback For my direct report, the popup will also give a dropdown listing your direct reports to choose the feedback recipient.
If you choose to request external feedback, the box under "Who do you want to ask for feedback?" will be a free-text entry to enter the email address of the external person, instead of a drop/search list.
"Add 1:1 Talking point"
If you work heavily in Slack, you can easily add talking points through this Slack command to ensure that any thoughts are captured within your 1:1 agenda in real-time. Keep in mind, you will need to have an active 1:1 in order to add the talking point to the agenda.
When you choose to Add 1:1 talking point, a popup will appear with the following text:
- What do you want to talk about?
Text Box: Write something... - Who do you want to discuss it with?
Dropdown: Select 1:1 relationships - Button: Cancel
Button: Submit
You can also add a Slack message as a 1:1 talking point by using a shortcut! This will be accessible by hovering over the message, clicking the ellipses that appears, selecting More message shortcuts... and scrolling down to select Add as 1:1 Talking Point. This will return the same text box as above, prefilled with the contents of your message.
"Write Private Note"
You can use the Write Private Note command to compose a private note which will only be visible to you for reference at a later time. Private notes have been used to decrease recency bias and provide an accurate assessment of someone's performance during review cycles.
When you choose to Write Private Note, a popup will appear with the following text:
- Who's the note about?
Dropdown/Search list: Choose a person... - What do you want to remember for later?
Text Box: Write something.. - Button: Cancel
Button: Save
These notes will live under the Feedback tab and in your Performance Reviews within the context panel when selecting the Feedback list item.