Updating goals via the Goals Update Screen allows you to access all of your goals that need updating in one place instead of having to click into separately owned goals.
Before you start
- Employees will be able to update multiple goals based on your company's goal update reminder cadence. If you do not have a cadence set or have opted out of notifications, Lattice will default to updating multiple goals every 2 weeks.
- Goals are shown in order of time since the last update. Therefore, the goal that hasn’t received an update in the most extended amount of time will be displayed first, and the goal that has received the most recent update will be shown last.
Navigate to the Goals Update Screen
Goal owners can access the Goals Update Screen on the Lattice Home page (dependent on update cadence timing), the Goals Explore page, and Slack/Teams and email notifications.
To navigate via the Goals Explore page directly within Lattice:
- Navigate to the Goals page.
- Select the Update __ goals button.
Using the Goals Update Screen
The Goals Update Screen includes a context view of the goal you are updating along with the last three status updates for that goal. If your goal is aligned to a parent or is being supported by another goal, clicking on these goals will open the Goal side panel for more details on that goal.
Goals are shown in cascading order - starting with the parent objective or goal and moving downward through the supporting goals.
Skipping a goal
If you are not ready to provide an update to your goal, you can choose to skip the goal by selecting Skip for now. Skipping a goal will not remove it from the Goals Update Screen. Instead, it will allow you to progress to the next goal that needs updating without adding progress.
Ending a goal
To end the goal:
- Select the Are you ready to end this goal? dropdown.
- Choose one of the three options:
- Mark as complete: A satisfactory level of progress was made
- Mark as incomplete: A satisfactory level of progress was not made
- Keep this goal open for now
- Select Save.
Updating a goal
- To update the goal:
- Select a goal status
- Enter a new increment or total amount
- Add a progress status update
- (Optional) For any supporting goals:
- Select a status
- Enter a new increment or total amount
- Mark as complete
- Add a comment
- Select Save to move to the next goal.
- Once you move through your goals, you can Update skipped goals, Explore Goals, or Go home.
Note: You must, at the minimum, provide a progress status update to proceed to the next goal.
Learn more about the differences between a goal comment and a goal status.