Create a Group Goal

Group goals allow cross-functional teams and sub-departments to share visibility to a specific goal. You can create group goals from two different locations within the platform: 

• The Goals page
• The Goal creation page

Before you start

• Only admins can create and manage groups; however, all users will be able to create group goals for users in the system.
• Group goals do not automatically assign all members of the group as goal owners. Group type and owners are independent. Only goal owners will be notified when a group goal is published and will be responsible for editing and adding progress to the goal.

What is a public versus private group goal?

Goal visibility is set during the goal-creation process under Visibility.

• A public group goal is visible to everyone within Lattice from within the Company page.
• A private to selected group goal is only visible to a specifically selected group within the Explore page. You can add additional groups if necessary.

Create a group goal from the Goals page

1. Navigate to the Goals page.
2. Click Create > Objective or Key result.
3. Add a goal title and an optional description.
4. Next to the Details section, select Edit.
5. Within the Type field, choose Group > select the desired group.
6. Click Publish.

Learn more about additional goal fields in Create a goal. 

Create a group goal from the Goal Creation Page

1. Navigate to the Home page > Create goal.
2. Click Objective or Key result to open the objective creation page.
3. Add a goal title and an optional description.
4. Next to the Details section, select Edit.
5. Within the Type field, choose Group > select the desired group.
6. Click Publish.

Learn more about additional goal fields in Create a goal.

Next, learn where employees can view group goals.